R&D Tax Manager

Exactera has offices in New York City, Tarrytown NY, St. Petersburg FL, London, and Argentina. 

We are looking for a talented R&D Tax Credit Manager to come on board and be the next R&D leader.

Exactera is a fully remote organization where billable hours are a thing of the past. Generous PTO, Birthdays off, summer Fridays and a robust holiday schedule. Managers are responsible for approximately 20-25 clients per year. Our team adheres to a truly flexible work environment, fostering an enhanced work-life balance.  No need to meet billable hour requirements as we price engagements under a fixed price billing model. Minimal travel (if desired).  Industries we focus on include: SWAT, Chemical, F&B, Agriculture, Financial Services, Insurance, Start-ups, Manufacturing, Apparel, Retail, and many more. Opportunity to participate in sales and marketing processes.  Advancement opportunities based on merit and performance.   Our core purpose is to help people and businesses thrive every day – by helping companies claim government incentives designed to promote innovation, economic, and job growth in the US and abroad.  

Reporting to the Director of R&D Tax Credit, you will have the opportunity to leverage our custom technology platform driven by Artificial Intelligence and make an impact in the R&D Tax world. Our goal is to help Managers find ways to grow professionally and shape them into the R&D leaders of tomorrow. Working alongside our senior R&D leaders, you will expand your knowledge on US, UK, Puerto Rico and Canadian R&D Tax Credits and be a people manager. Training will be provided for jurisdictions outside the US. 

Responsibilities:  

• Manage the preparation and execution of client engagements, as it relates to R&D tax credit incentive claims  

• Initiate internal communication regarding status of tasks, relevant technical issues discovered, status of workload, expected due dates, project management, etc  

• Gather, format, and analyze large volumes of accounting cost data; and create large complex calculation databases using Microsoft Excel and/or Microsoft Access  

• Mentor and train R&D Tax Associates and Senior Associates by sharing best practices and R&D tax knowledge    

• Assist with drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other technical memoranda  

• Participate in the research of thought leadership materials and credit related webinars    

• Develop a strong understanding of client’s business and become the “lead functional expert” in the area  

• Develop a strong rapport with clients and maintain a good relationship with key departments across the business: Product, Customer Success, Sales, Marketing, etc.  
  

What You Will Need to Succeed:  

• 4+ years of work experience in R&D Tax Credits, either at a public or boutique accounting firm  

• Bachelor’s Degree in Accounting, Economics, Finance or Engineering   

• Comfortable overseeing a team and providing training, feedback, and supervision to junior R&D employees  

• Strong experience with Microsoft Excel, PowerPoint, and legal/technical tax code research tools 

• Excellent organization, time management, and communication skills (both written and verbal)  

• Natural curiosity – People leaders with a growth mindset   

• Ability to succeed in a less structured tax consulting environment – Everyone is all-hands-on deck  

• Higher education driven – Masters, CPA, JD, or EA are all big pluses  

Great team culture, career development, great compensation package and benefits, and an unparalleled experience as part of one of the most advanced teams in the world. With a company culture that provides ample opportunities to be recognized, build valuable skills, and grow your career.

About Us:

Exactera, a pre-IPO SaaS company, is the global leader in technology driven tax solutions. Founded in 2016, we stand at the intersection of human and machine intelligence. We have offices in New York, Florida, London and remote employees across the United States and Argentina.  Through our AI and cloud-based technologies, we deliver superior solutions to our corporate tax customers. As a result, Savant Venture Fund and Insight Partners have invested over $100 million in funding to support our growth.

We are committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for our people regardless of their background or circumstances.