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R&D Tax Manager

Remote

Exactera has offices in New York City, Tarrytown NY, St. Petersburg FL, London, and Argentina. 

Compensation: $100,000-$120,000 per year
 
Role Overview:

We are looking for a talented R&D Tax Credit Manager to come on board and be the next R&D leader.

Exactera is a fully remote organization where billable hours are a thing of the past. Generous PTO, Birthdays off, summer Fridays and a robust holiday schedule. Managers are responsible for approximately 20-25 clients per year. Our team adheres to a truly flexible work environment, fostering an enhanced work-life balance.  No need to meet billable hour requirements as we price engagements under a fixed price billing model. Minimal travel (if desired).  Industries we focus on include: SWAT, Chemical, F&B, Agriculture, Financial Services, Insurance, Start-ups, Manufacturing, Apparel, Retail, and many more. Opportunity to participate in sales and marketing processes.  Advancement opportunities based on merit and performance.   Our core purpose is to help people and businesses thrive every day – by helping companies claim government incentives designed to promote innovation, economic, and job growth in the US and abroad.  

Reporting to the Director of R&D Tax Credit, you will have the opportunity to leverage our custom technology platform driven by Artificial Intelligence and make an impact in the R&D Tax world. Our goal is to help Managers find ways to grow professionally and shape them into the R&D leaders of tomorrow. Working alongside our senior R&D leaders, you will expand your knowledge on US, UK, Puerto Rico and Canadian R&D Tax Credits and be a people manager. Training will be provided for jurisdictions outside the US. 


Responsibilities:  

  • Manage the preparation and execution of client engagements, as it relates to R&D tax credit incentive claims  
  • Initiate internal communication regarding status of tasks, relevant technical issues discovered, status of workload, expected due dates, project management, etc  
  • Gather, format, and analyze large volumes of accounting cost data; and create large complex calculation databases using Microsoft Excel and/or Microsoft Access  
  • Mentor and train R&D Tax Associates and Senior Associates by sharing best practices and R&D tax knowledge    
  • Assist with drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other technical memoranda  
  • Participate in the research of thought leadership materials and credit related webinars    
  • Develop a strong understanding of client’s business and become the “lead functional expert” in the area  
  • Develop a strong rapport with clients and maintain a good relationship with key departments across the business: Product, Customer Success, Sales, Marketing, etc.  

What You Will Need to Succeed:  

  • 4+ years of work experience in R&D Tax Credits, either at a public or boutique accounting firm  
  • Bachelor’s Degree in Accounting, Economics, Finance or Engineering   
  • Comfortable overseeing a team and providing training, feedback, and supervision to junior R&D employees  
  • Strong experience with Microsoft Excel, PowerPoint, and legal/technical tax code research tools 
  • Excellent organization, time management, and communication skills (both written and verbal)  
  • Natural curiosity – People leaders with a growth mindset   
  • Ability to succeed in a less structured tax consulting environment – Everyone is all-hands-on deck  
  • Higher education driven – Masters, CPA, JD, or EA are all big pluses  

What We Offer:

  • 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 and Summer Fridays. 
  • 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. 

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