R&D Tax Manager – Specialty Tax Services

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.
• The ability to simplify complex technical concepts for non-technical audiences.
• A self-starter with strong project management and organizational skills.
• A leadership mindset with a passion for coaching and mentoring others.
• A collaborative and adaptable approach in a fast-paced environment.