• Tax Manager - R&D

    Job Locations US-CA-San Ramon
    Job ID 2020-3686
    2 months ago

    As a Tax Manager, you will perform assigned tasks within technical areas of a project to assist in the completion of client service work. You are responsible for knowing and understanding the Firm’s service approach, professional requirements, and lines of business. Additional responsibilities include:

    • Plan, implement, research tax credit studies 
    • Serving clients on federal credits and incentives engagements including research and development tax credit/deduction analyses, and other federal credit incentive service offerings.
    • Develop and nurture long-term relationships with client senior management
    • Review and confirm assignment objectives, scope and work plan with client
    • Anticipate, identify and resolves complex assignment issues
    • Work with the partner group to generate leads, contacts and sales
    • Manage groups to ensure profitability in the short and long term
    • Support the partner team in identifying and promoting the development of new delivery capabilities and/or channels to satisfy evolving market requirements
    • Support the partner team in the development and planning of practice unit strategy, objectives, and budgets
    • Identify and develop new initiatives to increase retention, meet resourcing needs, utilization and people development
    • Build on strong coaching skills to mentor key talent
    • Share and transfer knowledge and skills to the team
    • Engage in ongoing personal development in line with the competency model


    • Bachelors degree in Accounting, Tax, Finance or related discipline
    • Masters in Taxation preferred
    • CPA license required
    • Minimum of 5 years tax consulting/compliance experience in public accounting
    • Minimum of 3 years experience with R&D tax incentives 
    • Minimum of 3 years supervisory experience, including the review of tax returns, provisions and accompanying work papers, and supervision of staff assisting in the preparation of client deliverables
    • Strong interpersonal and relationship building skills
    • Strong selling skills – generating leads, making contacts and securing clients
    • Strong project management and leadership skills including the ability to successfully coach and mentor talented people
    • Technical proficiency in tax software applications
    • Strong research, writing and analytical skills
    • Excellent verbal and written communication skills
    • Experience in delivery of quality client service


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