BGM · 11 hours ago
R&D Tax Manager
Bloomington, MN
Full-time
Onsite
Senior Level
5+ years expBGM offers a wide range of advisory, audit, accounting, and tax services. They are seeking an experienced R&D Tax Manager to manage the full lifecycle of R&D tax credit studies, ensuring claims are accurate and compliant with regulations.
ConsultingFinancial ServicesInsurance
Responsibilities
Perform detailed technical and financial analysis to determine eligibility for federal and state R&D tax credits
Evaluate qualified research activities, qualified research expenses (QREs), and applicable methodologies
Analyze and document technical uncertainties, business components, and nexus to permitted purpose
Review and interpret IRC 41, Treasury Regulations, IRS guidance, and relevant case law
Assess risks and support positions taken on R&D claims with defensible technical documentation
Prepare and review R&D tax credit calculations, forms, and supporting schedules
Draft clear, well-supported technical memoranda and client-facing reports
Collaborate with client personnel to gather documentation, conduct interviews, and understand development activities
Coordinate with internal tax teams to ensure proper integration of R&D credits into income tax returns and provisions
Respond to IRS and state tax authority inquiries related to R&D claims, including audits when requested
Maintain current knowledge of legislative, regulatory, and procedural changes impacting R&D credits
Develop and refine templates, workpapers, and internal processes to improve consistency and quality
Deliver timely, accurate work that meets professional standards and client expectations
Qualification
Required
Bachelor's degree in Accounting or related field
5–7+ years of public accounting experience, with significant hands-on R&D tax credit experience
Advanced technical knowledge of R&D tax credit rules, calculations, and documentation requirements
Strong understanding of tax accounting principles and financial statements
Proven experience performing technical tax research and applying guidance to client facts
Ability to independently manage R&D studies from start to finish
High attention to detail with strong analytical and documentation skills
Ability to clearly communicate complex technical concepts to clients and internal teams
Strong organizational skills with the ability to manage multiple engagements and deadlines
Comfortable working in a fast-paced, evolving environment
Willingness to travel to client sites as needed
Preferred
CPA license or CPA-eligible preferred
Benefits
18 days paid time off, 8 paid holidays
Medical with HSA and FSA options, dental, and vision
401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance
Get paid to give your time to the community: ask us about this!
Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses
In-office, work-from-home, or hybrid, depending on position and location
Company
BGM
Since 1982, BGM has been fueled by an entrepreneurial spirit that matches the same passion for problem solving, innovation, and forward thinking displayed by our clients.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Daniel Boeckermann
Co-Founder, Chairman of the Board of Directors
Katie Frazier, CFP®
Wealth Partner, CCO and COO
Company data provided by crunchbase