Cadencia

Technical Project Manager

• 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

R&D Tax Credit Project Manager

Bookkeeper

• Perform accurate bookkeeping tasks, including accounts payable, accounts receivable, and general ledger entries
• Handle significant amounts of data entry and administrative work, ensuring accuracy and attention to detail
• Manage and organize emails, create tasks, and help prioritize activities for an efficient workflow
• Communicate directly with clients in a professional and supportive manner
• Actively use and rely on Keeper and/or other accounting tools/software
• Proactively raise concerns, suggest improvements, and ensure important matters are addressed
• Provide general administrative support to the financial services team as needed