Crete Professionals Alliance · 2 days ago
Tax Accountant - R&D Credit Project Manager
United States
Full-time
Remote
Mid, Senior Level
3+ years expCrete Professionals Alliance is a fast-growing national consulting firm specializing in helping small to mid-sized companies unlock the value of federal and state R&D tax credits. The R&D Tax Credit Project Manager will lead client engagements, assess eligibility for tax credits, manage documentation, and ensure compliance with relevant regulations.
Accounting
Responsibilities
Lead and manage multiple R&D tax credit engagements concurrently from start to finish
Coordinate project timelines and client communications
Ensure timely delivery of claims with full documentation and audit support
Conduct interviews with client technical and finance teams to identify qualified research activities and expenditures
Understand IRS guidelines under IRC 41 to evaluate qualification criteria
Collaborate with client CPAs on integration into tax returns
Draft technical write-ups supporting why identified projects qualify for the R&D credit
Prepare supporting documentation and calculations of qualified research expenses (QREs)
Ensure all deliverables meet IRS documentation standards and withstand audit scrutiny
Serve as the primary point of contact for clients throughout the engagement
Educate clients on the R&D tax credit process and eligibility requirements
Provide guidance during IRS or state-level audits, if applicable
Stay up to date on IRS guidance, legislative changes and industry best practices
Contribute to process improvements and knowledge sharing within the team
Qualification
Required
3+ years of experience leading and conducting federal and state R&D tax credit studies
Solid knowledge of IRC 41 and state-level R&D credit programs
Strong technical writing skills
Proven ability to manage multiple projects and deadlines in a remote setting
Excellent communication and client-facing skills
Proficiency in Excel and cloud-based project tools
Preferred
Bachelor's degree in Accounting, Finance, Engineering, Computer Science or related field
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
Morningstar.com
2025-12-16
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