Technical Project Manager

• Lead and manage multiple R&D tax credit engagements concurrently from start to finish.
• Coordinate project timelines and client communications.
• Ensure timely delivery of claims with full documentation and audit support.
• Conduct interviews with client technical and finance teams to identify qualified research activities and expenditures.
• Understand IRS guidelines under IRC §41 to evaluate qualification criteria.
• Collaborate with client CPAs on integration into tax returns.
• Draft technical write-ups supporting why identified projects qualify for the R&D credit.
• Prepare supporting documentation and calculations of qualified research expenses (QREs).
• Ensure all deliverables meet IRS documentation standards and withstand audit scrutiny.
• Serve as the primary point of contact for clients throughout the engagement.
• Educate clients on the R&D tax credit process and eligibility requirements.
• Provide guidance during IRS or state-level audits, if applicable.
• Stay up to date on IRS guidance, legislative changes and industry best practices.
• Contribute to process improvements and knowledge sharing within the team.

Tax Accountant – R&D Credit Project Manager

Technical Project Manager

Technical Project Manager

Technical Project Manager

Technical Project Manager

Technical Project Manager