Manager, Federal Specialty
Atlanta, GA - USA
Job Summary
- Manage R&D tax credit consulting services for a diverse portfolio of clients including Fortune 500 corporations middle-market companies privately held businesses and start-ups.
- Oversee multi-disciplinary engagement teams providing strategic direction and subject matter expertise to ensure high-quality outcomes.
- Manage all phases of R&D credit engagementsfrom initial scoping and proposal development through execution client communication and final deliverableswhile ensuring alignment with client objectives and timelines.
- Interpret and apply complex R&D tax credit statutes regulations and case law to support defensible credit positions.
- Direct the collection and analysis of technical and financial documentation to identify and substantiate qualified research activities.
- Review and validate research credit calculations and ensure accuracy and compliance with applicable tax laws.
- Oversee the preparation of comprehensive technical reports and supporting documentation to substantiate R&D tax credit claims.
- Guide the development and review of detailed project narratives that align with IRS and state-specific requirements.
- Supervise mentor and develop staff by delegating responsibilities aligned with their skill levels and providing timely feedback and coaching.
- Conduct and lead client site visits and interviews to uncover qualifying R&D activities and enhance client relationships.
- Contribute to practice growth by identifying new opportunities supporting business development efforts and aligning with the teams strategic goals.
- Bachelors Degree in Accounting Finance Engineering or a related field
- 4.5 years of experience in public accounting or corporate tax
- Experience with Research & Development (R&D) Tax Credit Projects
- Current and valid CPA EA JD or LLM credential
- Proficient in Microsoft Office Suite
- Masters Degree in Accounting Taxation or a related field
Illinois Wage Transparency
Required Experience:
Manager
About Company
Ranked among the largest public accounting firms in the United States, Forvis Mazars is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services in all 50 states and internationally. Visit forvismazars.us to learn more.