Jobs · Accounting · Ohio

R&D Tax Manager – Specialty Tax Services

Rehmann · Willoughby, OH · 1 mo ago
AccountingFull-time

Job Description

Rehmann is seeking a highly motivated and technically skilled tax professional to join its Specialty Tax Services team as an R&D Tax Manager. In this role, the individual will work closely with clients to deliver specialized tax solutions, including federal and state Research & Development (R&D) tax credits, related credits and incentives, and Section 174 capitalization and amortization analyses. This role offers the opportunity to contribute directly to client success while helping grow a dynamic and expanding practice.

Key Responsibilities

  • Lead and manage complex specialty tax engagements, including federal and state R&D credit studies, related credits and incentives engagements, and Section 174 analyses.
  • Research, analyze, and resolve advanced tax issues; document conclusions in clear, defensible technical memoranda suitable for IRS and state review.
  • Prepare and review audit-ready deliverables including technical reports, memoranda, proposals, and client-facing communications supporting federal and state credit positions.
  • Translate technical findings into practical recommendations and actionable outcomes for tax, finance, and operational leadership.
  • Build and maintain strong, trusted relationships with clients and key stakeholders.
  • Deliver engaging presentations and clearly communicate project findings to client leadership.
  • Identify and pursue cross-selling opportunities across service lines, including other specialty tax solutions and incentives.
  • Support business development efforts, including proposals, prospect meetings, and practice development initiatives.

Qualifications

  • 4+ years of specialized experience in federal and state R&D tax credits and incentives, including Section 174 and related specialty tax consulting matters.
  • Active CPA and/or bar license required.
  • Strong technical tax research and analytical skills.
  • Excellent written and verbal communication skills, including the ability to explain complex tax concepts to non-technical audiences.
  • Proven ability to manage multiple priorities and meet deadlines.
  • Experience reviewing work, managing projects, and mentoring junior team members.

Preferred Qualifications

  • Bachelor’s degree in accounting, finance, engineering, or a related technical or quantitative field.
  • Experience in public accounting, tax consulting, or law firm environments focused on specialty tax, credits and incentives, or multi-state tax matters.
  • Experience leading projects or supervising junior team members.

Key Competencies

  • A client-focused mindset with strong relationship-building skills.
  • Ability to simplify complex technical concepts for non-technical audiences.
  • Self-starter with strong project management and organizational skills.
  • Leadership mindset with a passion for coaching and mentoring others.
  • Collaborative and adaptable in a fast-paced environment.

Benefits

We put people first in all that we do. Our associates are our greatest assets and we provide programs and benefits that encourage growth and development and align with their needs and goals. This includes benefits focused on physical and mental health, paid time off for volunteering and diversity-related activities, flexible work arrangements, and more. When you join Rehmann, you become part of a firm dedicated to helping Empower Your Purpose, whatever it may be.

About the Role

At Rehmann, each and every one of our associates plays a pivotal role in the Firm’s success. When you join our team, you can count on exceptional support, encouragement, and guidance from your colleagues and from leadership. No matter where you want to go in your career, Rehmann can help you get there.

Skills

Our ideal candidate is a self-starter with strong project management and organizational skills who can translate complex technical concepts into actionable outcomes. They should also have a client-focused mindset and the ability to build strong relationships with clients and key stakeholders.

Requirements

  • 4+ years of specialized experience in federal and state R&D tax credits and incentives, including Section 174 and related specialty tax consulting matters.
  • Active CPA and/or bar license required.
  • Strong technical tax research and analytical skills.
  • Excellent written and verbal communication skills, including the ability to explain complex tax concepts to non-technical audiences.
  • Proven ability to manage multiple priorities and meet deadlines.
  • Experience reviewing work, managing projects, and mentoring junior team members.

Schedule

Full-time position.

Pay

Competitive salary and benefits package.

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