Back to jobs

Incentives Tax Manager (R&D Focused)

Hybrid (monthly and/or quarterly visits to office)

Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina. 

Compensation: Base, $100k - $120k + Bonus & Incentives

 

Position:

As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support.

In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable.

 

Responsibilities:

  • Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.•
  • Lead and participate in client interviews to identify qualifying activities and expenses.
  • Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
  • Collect, format, and analyze large datasets to build complex calculation models and support credit positions.
  • Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.
  • Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

 

Additional Incentives / Depreciation Responsibilities:

  • Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).
  • Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.
  • Assist clients with Section 174 capitalization/amortization modeling and documentation support.
  • Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).

 

What You Need to Succeed

  • Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus.
  • 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus).
  • Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment.
  • Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders.
  • Demonstrated people leadership: training, supervising, and reviewing work for quality.
  • Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation.

 

What We Offer (US-based positions)

  • Collaborative culture and career development opportunities
  • Generous vacation policy and paid parental leave
  • Comprehensive health plans (FSA/HSA options) and 401(k)
  • Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP)

 

About Exactera

Exactera is an AI-first tax technology company transforming how businesses manage corporate tax compliance, delivering solutions across transfer pricing, tax provision (ASC 740), and R&D tax credits—combining cutting-edge AI with deep tax expertise to help finance teams work smarter and mitigate risk.

What We Offer:
(The following only applies to US-based positions)

  • A collaborative team culture with opportunities for career development. 
  • Ample opportunities to be recognized, build valuable skills, and grow your career. 
  • Generous vacation policy, including paid parental leave. 
  • Comprehensive health plans with FSA and HSA options. 
  • 401(k) retirement plan. 
  • Life and disability insurance coverage. 
  • Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program. 

 

About Us:

At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all. 

 

Create a Job Alert

Interested in building your career at Exactera? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Exactera’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.