Leonid Group Ltd · 9 hours ago
Senior Manager - R&D Tax Compliance (Remote Working)
United States
Full-time
Remote
Senior Level
$125K/yr - $135K/yrLeonid Group Ltd is one of the fastest growing R&D tax credit consultancies in the US, and they are seeking a Co-Head of Quality Assurance. This role is responsible for ensuring the quality and accuracy of tax consulting services, overseeing compliance with R&D credit rules, and leading a team of consultants in quality assurance processes.
EmploymentOutsourcingRecruitingStaffing Agency
Hiring Manager
Ben Worsley
Responsibilities
Develop, implement, and maintain quality assurance protocols and processes for the tax consulting team
Conduct regular quality audits to ensure compliance with tax regulations and internal quality standards
Collaborate with the Head of Consultancy, Senior Compliance Partner and Co-Head of QA to provide guidance and training to consultants to enhance the accuracy and effectiveness of their work
Collaborate with senior management to establish and maintain a culture of continuous improvement in service quality
Meet with clients to discuss technical issues related to their research tax credit(s) and research tax expense amortization
Conduct detailed reviews of credit calculations to validate claim accuracy
Research and provide guidance on all state R&D credit requirements
Ensure that all tax credit claims, including amended claims, are thoroughly documented, compliant with relevant tax laws, and supported by comprehensive evidence
Review and validate documentation provided by clients to substantiate their tax credit claims
Collaborate with Head of Consultancy, Senior Compliance Partner, and Co-Head of QA to enhance documentation processes and maintain compliance
Update and keep current all qualitative and quantitative templates used by consultants to deliver research tax credit projects
Review and assess amended claims packages prior to submission to the IRS and review those that have been returned by the IRS for further evaluation
Identify deficiencies, inconsistencies, or areas for improvement in the amended claims process
Collaborate with consultants to address IRS feedback and update claims packages for resubmission
Co-Lead a team of consultants for all aspects of QA by providing mentorship, guidance, and performance feedback
Foster a collaborative and high-performance work environment within quality assurance
Allocate resources effectively to meet client needs and project deadlines
Ensure compliance with all state R&D credit guidelines
Provide training to R&D tax professionals from the junior consultant through the manager level
Provide training and work with Business Developers to assist them with general understanding of the Research Tax Credit and assist with any questions during the sales process
Perform research on various tax topics, including but not limited to the research tax credit, amortizing research expenses, and other related topics
Report on findings of research projects to the Head of Consultancy and/or Senior Compliance Partner
Qualification
Required
Bachelor's degree in accounting, Finance, Taxation, or a related field (CPA, EA, or JD preferred)
Demonstrable expertise in R&D tax credit consulting, tax compliance, or quality assurance
Deep knowledge of IRC Section 41, State R&D Credits, and IRS guidelines for R&D tax credits
Proven experience leading QA teams and implementing process improvements
Strong analytical and problem-solving skills with attention to detail
Excellent written and verbal communication skills for client interactions and team training
Preferred
CPA, EA, or JD
Benefits
Remote working - headquartered in New York, but the role can be based anywhere in the United States
UK-style PTO - 20 days/year
401k
Various insurances included (including family dental, medical etc)
Company
Leonid Group Ltd
Founded in 2018, Leonid aims to transform the recruitment process, making the experience easier and more enjoyable for all involved.
Founded in 2018
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase