R&D Project Manager

Basic Function:

Work as part of multi-disciplinary team to conduct Research and Development (R&D) tax credit consulting services.  Duties include leading Client interviews and discussions, assessing applicability of R&D tax credit, calculating R&D credit amount, preparing supporting documentation and reports, performing technical research at federal and state levels, and developing knowledge of R&D applications by industry.

Position’s Intention:  The R&D Project Manager coordinates the team assignments for efficient and timely handling of client projects by managing the workflow from beginning to end.

Success Measurements:  Client satisfaction, timely processing, efficient cost-effective teamwork, work performed in compliance with applicable laws.

Essential Duties:

·        Conduct initial interviews with Client to understand operations and R&D applications of the company and to identify Qualifying Research Activities;

·        Preparation of accurate credit calculations, including data gathering, development of calculation template, and preparation of the related tax forms, at the federal and state level for multiple clients simultaneously in accordance with deadlines as required;

·        Conduct in-depth interviews with Client personnel to gain high-level understanding of qualifying activities and process of experimentation utilized by technical staff;

·        Preparation of thorough and accurate final reports documenting the Client’s R&D tax credit, including description of the R&D study process conducted, supporting documentation of Qualifying Research Expenses, supporting documentation of Qualifying Research Activities, and other information demonstrating the R&D activities of the Client;

·        Develop and sustain excellent client relationships to ensure timely reception of supporting data and perform regular status updates as the study progresses toward completion in accordance with project deadlines.

·        Manages the R&D supporting team members in team calls, client relations, project follow-ups and status updates, QC assignments, Project Assignments, and general production;

·        Supports Director with frontend client vetting and technical support toward LOE generation; this can include fielding prospective calls, emails, and creating a benefit analysis.

·        Reviews current tax law to keep the department up to date on R&D matters along with managing templates, template update initiatives, and ongoing team training programs.

Skills/Qualifications

·       Must be highly organized and detail oriented

·       Must be able to manage time effectively

·       Must be a resourceful self-starter with ability to multitask

·    Must be a team player

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED SKILLS:     Strong analytical, planning and problem-solving capabilities

Demonstrate initiative and ability to work independently with minimal supervision required

  Interpersonal and soft skills that motivate trust, teamwork and transparency

EDUCATION/               Bachelor’s Degree in Accounting, Finance, Technology, Engineering,  or related field; or  CERTIFICATION:           Five (5) to Seven (7) years related experience and/or training; or equivalent
                                                        combination of education and experience CPA or J.D. candidates preferred

LANGUAGE SKILLS:   Ability to write reports, business correspondence

Ability to effectively present information and respond to questions from managers, clients, customers, and the general public

REASONING ABILITY: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, or schedule form

COMPUTER SKILLS:   To perform this job successfully, an individual should have knowledge of Microsoft

Office, especially Excel), PDF editing software