Director, Research & Development Tax Credit

Duties and Responsibilities

• Identify and quantify available R&D tax credit opportunities at companies across all industries.
• Consult with CPAs, attorneys, and business executives on R&D tax credit opportunities.
• Prepare client presentations for proposals and planning strategies.
• Manage project work plans and scheduling to meet client expectations.
• Perform interviews of client engineering and technical personnel.
• Review applicable client documentation and support.
• Identify expenses for qualification under Section 174 and Section 41.
• Document all technical requirements and information required for substantiating QREs.
• Utilize appropriate software and tools to organize and manipulate large client data sets.
• Research relevant technical and industry specific topics.
• Write technical reports and analysis.
• Ensure analysis and timelines are met.
• Adhere to GA Group’s client satisfaction expectations.

Requirements and Qualifications

• 6+ years of experience within the professional services industry, preferably accounting or legal firms.
• Bachelor’s or Master’s degree in Engineering, Accounting, Law, Finance, Computer Science, or a related field.
• Demonstrated ability to communicate with C-Suite level executives and senior decision-makers.
• Experience using Project Management platforms to manage progress and delivery.
• Proficiency in Microsoft PowerPoint, Excel, Word, and Ai tools.
• Strong communication, analytical and organizational skills.
• Ability and willingness to travel extensively, however this will solely be based on the client needs and expectations.
• High level of integrity and commitment to quality in business practices, and to maintain confidentiality with company and client information.
• Self-motivated with excellent interpersonal and relationship-building skills.