R&D Tax Credit Director

• →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.

• 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

This role requires hands-on R&D tax credit experience. Candidates without direct R&D specialty tax experience may not be considered