Tax Director - R&D Credits
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Tax Director - R&D Credits
role at
PKF O’Connor Davies .
Office location: Any PKFOD office location.
Overview
The R&D Credit Director will work closely with partners, staff and clients while serving as a consultant and representative on research tax credits, energy credits and other credits, with a focus on R&D credits. The individual will also be involved with state corporate income, personal income, sales and use and other state taxes.
Responsibilities
Lead R&D Tax Credit Studies working with team members to scope R&D Tax Credit benefits, perform tax technical research, and interact with clients in a wide range of industries.
Provide tax consulting services as it relates to the R&D Tax Credit.
Understand common software development and engineering methodologies.
Conduct technical interviews to gather qualitative details as to how client’s work meets the definition of qualifying research activities.
Review technical documentation to draft project narratives to document how client projects meet Section 41 guidelines.
Address other credits including energy credits and state and local tax issues as needed.
Qualifications
BA/BS/MS degree in Accounting from an accredited college/university required.
MST preferred.
7+ years of experience working within a Tax Credit practice.
Active CPA license or EA designation required.
Proficient in Microsoft Excel and Microsoft Word.
Some planning and problem-solving experience.
Strong accounting and analytical skills a plus.
Excellent interpersonal, verbal and written communication skills.
Ability to meet challenging client requirements, provide services and possess strong communication, interpersonal, analytical and research capabilities.
Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns.
Ability to work additional hours to meet client deliverables.
Compensation & Benefits
Medical, Dental, and Vision plans
Basic Life, AD&D, and Voluntary Life Insurance
401(k) plan and Profit-Sharing program
Flexible Spending & Health Saving accounts
Employee Assistance, Wellness, and Work-life programs
Commuter & Parking benefits programs
Inclusive Parental Leave Benefits
Generous Paid Time Off (PTO)
Paid Firm Holidays
Community & Volunteering programs
Recognition & Rewards programs
Training & Certification programs
Discretionary Performance Bonus
Eligibility for benefits is determined based on position, hours worked, and other criteria. Specific details will be provided during the hiring process.
We are interested in all qualified candidates who are currently authorized to work in the United States. However, we are not able to sponsor work visas.
PKFOD is an equal opportunity employer. The Firm is committed to providing equal employment opportunity to all persons in connection with hiring, assignment, promotion, compensation or other conditions of the employment relationship regardless of race, color, age, sex, marital status, disability, pregnancy, citizenship, philosophy/religion, national origin, sexual orientation, gender identity, military or veteran status, political affiliation or belief, or any other status protected by federal, state or local law.
To all staffing agencies: PKF O'Connor Davies, LLP will not be utilizing agencies to staff this position. Please do not forward resumes to PKFOD partners and/or employees at any of our locations regarding this position. Any recruiter who would like to partner with PKFOD on other positions must have an updated contractual agreement with PKFOD through the Director of Talent Acquisition. PKFOD is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of PKFOD.
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- Location:
- United States
- Salary:
- $250,000 +
- Job Type:
- FullTime
- Category:
- Finance