National Tax - R&D Manager

Opportunity ID

9677

Department

Tax

Location(s)

Chicago

State

Illinois

Function

National Tax

Job Description

We currently have an exciting career opportunity for an R&D Credit Services - Manager to join our National Tax practice.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR TEAM.

This position will support the R&D Credit Services Team, which in turn supports the firm's National Tax practice. R&D Credit Services is a growing national team with opportunities for its members to become regional leaders.

The R&D Credit Manager is responsible for supporting and running key aspects of R&D engagements; researches tax issues, conducts fieldwork, reviews technical work products, and contributes to sales and marketing efforts.

YOUR ROLE.

Responsibilities include but not limited to:

• Primary point of contact and project manager for R&D credit studies and related activities to ensure all engagements are conducted in accordance to practice standards, completed on time, and within budget including conducting fieldwork to assisting with client deliverables
• Consistently demonstrate expert time management skills, proper prioritization of projects, personal time, completing work in a timely manner, and avoiding PTO and personal time during critical times of year
• Consistently demonstrate expert project management skills, keeping projects progressing, updating stakeholders, and a clear understanding of and managing stakeholder expectations
• Develop and assist in the execution of work plans designed to identify and quantify research credit claims, including scope, fees, deliverables, timing, etc.
• Lead and assist in exam defense through IDR support, exam analysis, and client management
• Draft opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other tax technical memoranda
• Assist in new business development internally and externally, including add-on business
• Explain in simple terms complex tax technical matters to firm and client personnel
• Assist other team members with the delivery of engagements as needed, including legal research and writing regarding technical issues
• Provide and lead overall engagement review, technical review of calculations, work papers, and deliverables
• Provide proactive in project updates to stakeholders to manage expectations
• Provide suggestions for efficiency improvement in process and engagement management, and other aspects of the practice
• Provide coaching, training, and professional development of staff on a regular basis
• Manage project budgets, staffing, engagement economics, billing, practice metrics, and perform other job-related duties as necessary

YOUR EXPERIENCE.

The successful candidate will have:

• 5 + years' industry experience required, with at least 2 years in a managerial capacity
• Bachelor's degree from an accredited college/university
• Licensed CPA, J.D./LL.M.
• Solid verbal and written communications skills with the ability to evaluate and articulate complex information via email, phone, and video
• Managers are expected to have a detailed understanding of federal and state rules, regulations, and relevant court cases
• Mastery of topics include controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit, short periods, entity conversions
• Strong understanding of entity types and the impact of how the credit flows to its point of utilization
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously with a team and independently
• Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
• Candidate will be required to read and study relevant tax material related to R&D credit rules
• Ability to travel several days per month
• Proficient in the use of Microsoft Word, Excel, and Access and use of the internet

In addition, please take a moment to review our

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

In Illinois, the salary range for a National Tax Manager is $110,000 to $170,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded, and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit .

"CohnReznick" is the brand name under which CohnReznick LLP and CohnReznick Advisory LLC and their respective subsidiaries provide professional services. CohnReznick LLP and CohnReznick Advisory LLC (and their respective subsidiaries) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CohnReznick LLP is a licensed CPA firm that provides attest services to its clients. CohnReznick Advisory LLC provides tax and business consulting services to its clients. CohnReznick Advisory LLC and its subsidiaries are not licensed CPA firms.

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