Tri-Merit · 5 hours ago
Copy of R&D Tax Credit Project Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expTri-Merit is dedicated to empowering businesses by unlocking and maximizing their R&D tax credits. They are seeking an experienced R&D Tax Credit Project Manager to manage R&D tax credit engagements, ensuring compliance and delivering insights that drive financial benefits for clients.
AccountingConsultingCreditCustomer ServiceEducationFinancial Services
Responsibilities
Manage R&D tax credit engagements from kickoff through final deliverables
Evaluate client operations to identify qualifying R&D activities and eligible expenditures
Apply and explain IRC Sections 41 and 174 in a clear, practical manner
Partner with engineers, attorneys, and CPAs to analyze technical and financial data
Develop and manage project scopes, timelines, and deliverables
Serve as the primary point of contact for clients throughout the engagement lifecycle
Prepare comprehensive R&D study reports and supporting documentation
Ensure compliance with current tax laws, guidance, and industry best practices
Participate in client meetings, presentations, and internal reviews
Maintain a client-focused, non-disruptive approach while maximizing credit opportunities
Qualification
Required
Bachelor's degree in accounting, finance, engineering, economics, or a related field
Minimum 2 years of direct R&D tax credit experience (required)
2–4 years of experience in tax, consulting, or project management
Strong working knowledge of IRC Section 41; familiarity with Section 174 preferred
Experience identifying qualified research activities and expenses (wages, supplies, contract research)
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple projects and deadlines independently
Proficiency with Microsoft Office and project management tools
Preferred
Familiarity with Section 174
Benefits
Fully remote work environment
Meaningful ownership of client engagements
Collaborative team of R&D tax specialists, engineers, and attorneys
Exposure to complex and high-impact specialty tax projects
Supportive culture focused on quality, accountability, and professional growth
Company
Tri-Merit
Tri-Merit perform calculation, documentation, and substantiation of R and D tax credits and other specialty tax services firm.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Randy Crabtree
Co-Founder, Partner
Patrick Kennedy
Vice President-Partner
Company data provided by crunchbase