Remote R&D Tax Credit Project Manager

Tri-Merit, LLC; United States; Remote; USD 80,000 - 110,000; Full time

Benefits offered by this job

Fully remote work environment

Ownership of client engagements

Collaborative team of tax specialists,

Job summary

Tri-Merit, LLC is seeking an experienced R&D Tax Credit Project Manager to own the execution and delivery of R&D tax credit engagements. This role is responsible for managing projects end-to-end, serving as the primary client contact, and ensuring accurate, compliant, and well-documented R&D credit studies.

This position is best suited for someone with hands-on R&D tax credit experience who understands both the technical and financial components of the credit and can confidently

Qualifications

• Bachelor’s degree in accounting, finance, engineering, economics, or a related field.
• Minimum 2 years of direct R&D tax credit experience (required).
• 2–4 years of experience in tax, consulting, or project management.
• Strong working knowledge of IRC Section 41; familiarity with Section 174 preferred.
• Experience identifying qualified research activities and expenses (wages, supplies, contract research).
• Strong analytical and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple projects and deadlines independently.
• Proficiency with Microsoft Office and project management tools.

Responsibilities

• Manage R&D tax credit engagements from kickoff through final deliverables.
• Evaluate client operations to identify qualifying R&D activities and eligible expenditures.
• Apply and explain IRC Sections 41 and 174 in a clear, practical manner.
• Partner with engineers, attorneys, and CPAs to analyze technical and financial data.
• Develop and manage project scopes, timelines, and deliverables.
• Serve as the primary point of contact for clients throughout the engagement lifecycle.
• Prepare comprehensive R&D study reports and supporting documentation.
• Ensure compliance with current tax laws, guidance, and industry best practices.
• Participate in client meetings, presentations, and internal reviews.
• Maintain a client-focused, non-disruptive approach while maximizing credit opportunities.

Skills

R&D tax credits

Project management

Client management

Financial analysis

Education

Bachelor’s degree in accounting, finance, engineering, economics, or related field

Tools

Microsoft Office

Job description

Tri-Merit, LLC is seeking an experienced R&D Tax Credit Project Manager to own the execution and delivery of R&D tax credit engagements. This role is responsible for managing projects end-to-end, serving as the primary client contact, and ensuring accurate, compliant, and well-documented R&D credit studies.

This position is best suited for someone with hands-on R&D tax credit experience who understands both the technical and financial components of the credit and can confidently