Source Advisors · 1 day ago
R&D Tax Credit Project Manager
United States
Full-time
Remote
Entry, Mid Level
2+ years expSource Advisors is a specialized tax consulting firm that partners with CPA firms to maximize government-sponsored tax credits. The Project Manager is responsible for leading R&D projects, identifying and documenting R&D activities for tax credits, and ensuring client deliverables meet quality standards.
AccountingFinancial ServicesTax Consulting
Responsibilities
Adhere to the highest degree of professional standards and client confidentiality
Conduct interviews with client management and staff in order to gain a comprehensive understanding of client operations, processes and R&D efforts
Maintain active communication with client management and staff at all levels to manage expectations, gather required information, and ensure deadlines are met
Preparation of estimates and final client deliverables
Qualification
Required
2-5 years' experience performing or managing R&D Tax Credit projects
Excellent written and verbal communication skills
Superior analytical skills and strong attention to detail
Ability to develop and maintain outstanding client relationships
Strong working knowledge of computer applications, specifically Microsoft Word and Excel
Occasional overnight travel required
Preferred
Prior public accounting experience or experience in a manufacturing environment where product and process research and development are conducted is preferred
Experience working within a sales capacity to qualify R&D Tax Credit prospects is not required but is a plus
Bachelor's degree in Accounting, Finance, Engineering or Software preferred
CPA certification or engineering experience preferred
Company
Source Advisors
Source Advisors is a specialized tax consulting firm providing R&D Tax Credit, Energy Efficiency, and LIFO inventory solutions.
51-200 employees
H1B Sponsorship
Source Advisors 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
2025 (1)
2022 (1)
Funding
Current Stage
Growth StageTotal Funding
unknown2022-04-07Acquired
Leadership Team
Chris Henderson
Chief Executive Officer
Eric Steele
Chief Revenue Officer
Recent News
NH Business Review
2025-04-26
Company data provided by crunchbase