R&D Tax Manager

Baker Tilly Advisory Group, LP; Portland (OR); 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. The role requires leading R&D studies, drafting memos, and providing audit defense, with strong client engagement across industries.

Ideal candidates hold a 4-year degree and CPA/EA/CMI/PE credentials, with 5+ years of experience and supervisory capability. Preference for Seattle area but West Coast location is supported.

Qualifications

• 4-year degree required; professional credentials such as CPA/EA/CMI/PE are required or preferred.
• 5 years professional experience in tax credits or related field.
• Supervisory experience is desired; ability to lead and mentor associates.

Responsibilities

• Manage R&D tax credit studies including client interviews, data review and template development.
• Research and draft technical memoranda related to R&D matters.
• Provide audit defense assistance for IRS/state audits.
• Develop understanding of the client\'s business and become a functional expert in R&D matters.
• Oversee engagement staffing, billing and profitability targets.
• Network and build relationships with clients and community to grow the practice.
• Support growth and development of team members through firm programs.

Skills

CPA certification

EA certification

CMI certification

PE license

Education

4-year degree

Masters or advanced degree preferred

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Job Description: Responsibilities

Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an incredible career opportunity for a Research & Development (R&D) Tax Credits Manager to join our growing Federal Credits & Incentives practice! Our R&D Tax Credits practice is made up of professionals across the U.S., who work with clients to develop an efficient and cost-effective approach for identifying and documenting eligible R&D activities and costs. Our team has assisted clients in a variety of industries to identify, document and sustain federal and state R&D credits through a comprehensive understanding of their business operations. Candidate must be tied to a Baker Tilly office location. Highly preferred to be in Seattle, WA but if not then West Coast.

You will enjoy this role if:

• You would like to work directly with CFO's, owners and leaders from middle market companies to help them increase cash flow, reduce tax liability and optimize investment in new technology
• You thrive in opportunities to hone your technical skills and will enjoy working with a variety of clients that present exposure to unique technical challenges
• You crave a leadership opportunity to help build a fast growing, entrepreneurial R&D tax credits practice who is also down-to-earth and thrives in collaboration
• You want to be part of a firm that values specialty tax practices and is invested in your success, providing the resources and support for you to grow now, for tomorrow

What you'll do:

• 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

Minimum Qualifications

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

Preferred Qualifications

• Masters or advanced degree preferred
• Five (5) + year(s) of R&D work experience required
• 2+ year(s) of supervisory experience, mentoring and counseling associates desired
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the "big picture" as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects.

Pay Range

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant's skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees. The national pay rate range is $100,340 to $190,240. In California: pay rate range is $111,490 to $190,240.