R&D Tax Credit Project Manager

Capstan Tax Strategies; United States; On-site; USD 80,000 - 100,000; Full time

Job summary

A professional services firm in the United States is seeking an R&D Tax Project Manager to join a collaborative team. The role requires at least 3 years of experience in R&D tax credit and tax incentives, as well as strong project management and communication skills. Responsibilities include managing client files, analyzing financial data for tax credits, and drafting reports. Candidates should hold a relevant Bachelor's degree and have excellent research abilities. The position may require some travel.

Qualifications

• Minimum of 3+ years of experience in R&D Tax Credit and tax incentives within a professional services firm.
• Proven expertise in R&D tax credit qualification and client interaction.
• Strong research abilities with comprehensive knowledge of tax law, regulations, and industry updates.

Responsibilities

• Manage client files within scope and budget while overseeing file progress.
• Analyze confidential financial and technical data for tax credit qualification.
• Draft and review comprehensive technical reports to support tax credit claims.

Skills

R&D tax credit qualification

Project management

Excellent verbal and written communication

Research abilities

Education

Bachelor's degree in business, accounting, economics, or a science/engineering related field

Tools

Excel

Job description

Capstan Tax Strategies is looking for a talented R&D Tax Project Manager! Join a collaborative team and play a crucial role in handling clients' research and development (R&D) tax credit initiatives. The ideal candidate for this role is a self-starter with high energy, a passion for helping others, and a commitment to making a meaningful impact.

Responsibilities

• Demonstrate mastery of the R&D study process from start to finish.
• Independently manage client files within scope and budget while overseeing file progress for managers.
• Collaborate with engineers, scientists, lawyers, CPAs, and MBAs to analyze technical data and create client value.
• Analyze confidential financial and technical data for tax credit qualification.
• Ensure projects are delivered on time using strong project management skills.
• Draft and review comprehensive technical reports and deliverables to support tax credit claims.
• Leverage expertise in R&D tax credits to guide both clients and team members in best practices.
• Assist with department initiatives focused on operational efficiency and knowledge sharing.

Basic Qualifications

• Minimum of 3+ years of experience in R&D Tax Credit and tax incentives within a professional services firm.
• Bachelor’s degree from an accredited university in business, accounting, economics, or a science/engineering related field.
• Proven expertise in R&D tax credit qualification and client interaction.
• Strong research abilities with comprehensive knowledge of tax law, regulations, and industry updates.
• Excellent verbal and written communication skills.
• Ability to travel up to 25%.

Preferred Qualifications

• Experience with Excel, preferably advanced
• Advanced degree (MBA, JD, LLM) is highly preferred.