R&D Tax Credits Leader (CFO‑Facing)

Baker Tilly Advisory Group, LP; Chicago (IL); On-site; USD 100,000 - 190,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a Research & Development (R&D) Tax Credits Manager to join our Federal Credits & Incentives practice. You will lead studies, interview clients, review data, and draft technical reports documenting eligible R&D activities and costs.

You will work with CFOs and business leaders from middle‑market companies to optimize cash flow, reduce tax liability and expand the firm’s growing R&D tax credits practice in a collaborative, client‑focused environment.

Qualifications

• 4- year degree
• 5 years professional experience
• CPA, EA, CMI or PE required

Responsibilities

• Manage research and development (R&D) tax credit and deduction studies including client interviews, reviewing client data, developing client and industry specific tools and templates and preparing technical reports
• Research and draft technical memoranda related to R&D matters
• Provide audit defense assistance for clients being audited by the IRS or state taxing authorities
• Develop an understanding of the client's business and become a functional expert in the area
• Assist with managing client engagement staffing, billings/collections, and ensure client profitability targets are met
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients and the community
• Invest in your professional development individually and through participation in firm wide learning and development programs
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals

Skills

Leadership

Client communication

Technical reporting

Education

4-year degree

Job description

Baker Tilly Advisory Group, LP is seeking a Research & Development (R&D) Tax Credits Manager to join our Federal Credits & Incentives practice. You will lead studies, interview clients, review data, and draft technical reports documenting eligible R&D activities and costs.

You will work with CFOs and business leaders from middle‑market companies to optimize cash flow, reduce tax liability and expand the firm’s growing R&D tax credits practice in a collaborative, client‑focused environment.