R&D Tax Manager
BGM Group
full-time
Posted on:
Location Type: Remote
Location: Minnesota • United States
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Salary
💰 $110,000 - $145,000 per year
About the role
- Perform detailed technical and financial analysis to determine eligibility for federal and state R&D tax credits
- Evaluate qualified research activities, qualified research expenses (QREs), and applicable methodologies
- Analyze and document technical uncertainties, business components, and nexus to permitted purpose
- Review and interpret IRC §41, Treasury Regulations, IRS guidance, and relevant case law
- Assess risks and support positions taken on R&D claims with defensible technical documentation
- Prepare and review R&D tax credit calculations, forms, and supporting schedules
- Draft clear, well-supported technical memoranda and client-facing reports
- Collaborate with client personnel to gather documentation, conduct interviews, and understand development activities
- Coordinate with internal tax teams to ensure proper integration of R&D credits into income tax returns and provisions
- Respond to IRS and state tax authority inquiries related to R&D claims, including audits when requested
- Maintain current knowledge of legislative, regulatory, and procedural changes impacting R&D credits
- Develop and refine templates, workpapers, and internal processes to improve consistency and quality
- Deliver timely, accurate work that meets professional standards and client expectations
Requirements
- Bachelor’s degree in Accounting or related field
- 5–7+ years of public accounting experience, with significant hands-on R&D tax credit experience
- Advanced technical knowledge of R&D tax credit rules, calculations, and documentation requirements
- Strong understanding of tax accounting principles and financial statements
- Proven experience performing technical tax research and applying guidance to client facts
- Ability to independently manage R&D studies from start to finish
- CPA license or CPA-eligible preferred
- High attention to detail with strong analytical and documentation skills
- Ability to clearly communicate complex technical concepts to clients and internal teams
- Strong organizational skills with the ability to manage multiple engagements and deadlines
- Comfortable working in a fast-paced, evolving environment
- Willingness to travel to client sites as needed
Benefits
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Applicant Tracking System Keywords
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Hard Skills & Tools
R&D tax credit analysisqualified research activitiesqualified research expensesIRC §41 interpretationtax credit calculationstechnical documentationtax researchfinancial analysistax accounting principlesfinancial statements
Soft Skills
analytical skillsattention to detailcommunication skillsorganizational skillsindependent managementclient collaborationreport writingtime managementadaptabilityproblem-solving
Certifications
CPA licenseCPA-eligible