Senior Manager, R&D Tax

About the role

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. We offer a robust total rewards program and flexible work environment, committed to creating an Unmatched Client Experience® and fostering a supportive workplace.

Responsibilities

• Manage R&D tax credit studies for a diverse client portfolio, including Fortune 500, middle-market, owner-managed, and start-up companies across various industries.
• Lead all phases of R&D credit engagements, collaborating with Partners, Managing Directors, and Senior Managers, including project scoping, engagement letter preparation, information gathering, client communications, staffing, execution, quality review, and final deliverables.
• Supervise and review work performed by staff, ensuring alignment with their experience and development goals.
• Conduct and oversee research on R&D tax credit statutes, regulations, and case law to support defensible credit positions.
• Lead technical discussions with client subject matter experts, analyze financial and technical data, and review supporting documentation to identify qualified research activities.
• Develop and review detailed technical memoranda and project activity descriptions to substantiate R&D credit claims.
• Support IRS and state audit defense efforts in coordination with senior leadership, including preparation of responses and supporting documentation.
• Review and finalize technical reports, quantitative analyses, and client deliverables to ensure accuracy and compliance.
• Build and maintain strong client relationships through direct interaction with C-suite executives, tax and finance leaders, and business owners.
• Deliver exceptional client service by anticipating needs, resolving issues proactively, and exceeding expectations.
• Mentor, coach, and train staff on technical concepts and engagement execution, fostering professional growth and team development.
• Contribute to practice growth by supporting business development initiatives and aligning with the team's strategic goals.

Requirements

• Bachelor's Degree in Accounting, Finance, Engineering, or a related field
• 7+ years of experience in public accounting or corporate tax
• Demonstrated proficiency in R&D Tax Credit Consulting
• Current and valid CPA, EA, JD, or LLM credential
• Proficient in Microsoft Office Suite

Preferred Qualifications

• Master's Degree in Accounting, Taxation, or a related field

Pay

Forvis Mazars, LLP reserves the right to make changes to the salary range based on business needs. The salary for this role will be based on the experience, education, and skill set of the individual for the position.

Schedule

Positions that are non-exempt will be eligible for overtime pay compensable at a rate of one and a half times the hourly rate for any hours worked over 40 in a work week.

Benefits

Benefits are eligibility-based and could include group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/.