Forvis Mazars US ยท 2 days ago
Senior Manager, R&D Tax
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$102K/yr - $185K/yr
7+ years expForvis Mazars US is a forward-thinking firm specializing in strategic tax advisory. They are seeking a Senior Manager in R&D Tax to manage R&D tax credit studies for a diverse client portfolio and lead engagements while ensuring compliance and client satisfaction.
AccountingConsultingFinancial Services
Responsibilities
Manage R&D tax credit studies for a diverse client portfolio-including Fortune 500, middle-market, owner-managed, and start-up companies-across industries such as Manufacturing, Life Sciences, Technology, Financial Services, Architecture & Engineering, Retail, Defense, and Government Contracting
Lead all phases of R&D credit engagements in collaboration 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
Qualification
Required
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
Master's Degree in Accounting, Taxation, or a related field
Benefits
Group health plan benefits
401(K)
Bonuses
Profit-sharing contributions
Flexible time off
Parental leave
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
5001-10000 employees
H1B Sponsorship
Forvis Mazars US has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (11)
2023 (15)
2022 (2)
Funding
Current Stage
Late StageLeadership Team
T
Tom Watson
Chief Executive Officer
G
Gregory Shoemaker
Chief Technology Officer
Company data provided by crunchbase