R&D Tax Manager

OVERVIEW

• Baker Tilly is a leading advisory, tax and assurance firm, providing clients
• with a genuine coast-to-coast and global advantage in major regions of the U.S.
• and in many of the world’s leading financial centers – New York, London, San
• Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and
• Baker Tilly US, LLP (Baker Tilly) provide professional services through an
• alternative practice structure in accordance with the AICPA Code of Professional
• Conduct and applicable laws, regulations and professional standards. Baker Tilly
• US, LLP is a licensed independent CPA firm that provides attest services to its
• clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax
• and business advisory services to their clients. Baker Tilly Advisory Group, LP
• and its subsidiary entities are not licensed CPA firms.

• Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly,
• are independent members of Baker Tilly International, a worldwide network of
• independent accounting and business advisory firms in 141 territories, with
• 43,000 professionals and a combined worldwide revenue of $5.2 billion.
• Visit bakertilly.com or join the conversation
• on LinkedIn, Facebook and Instagram.

• Please discuss the work location status with your Baker Tilly talent acquisition
• professional to understand the requirements for an opportunity you are
• exploring.

• Baker Tilly is an equal opportunity/affirmative action employer. All qualified
• applicants will receive consideration for employment without regard to race,
• color, religion, sex, national origin, disability or protected veteran status,
• gender identity, sexual orientation, or any other legally protected basis, in
• accordance with applicable federal, state or local law.

• Any unsolicited resumes submitted through our website or to Baker Tilly Advisory
• Group, LP, employee e-mail accounts are considered property of Baker Tilly
• Advisory Group, LP, and are not subject to payment of agency fees. In order to
• be an authorized recruitment agency ("search firm") for Baker Tilly Advisory
• Group, LP, there must be a formal written agreement in place and the agency must
• be invited, by Baker Tilly's Talent Attraction team, to submit candidates for
• review via our applicant tracking system.

JOB DESCRIPTION

RESPONSIBILITIES

• Baker Tilly, one of the fastest growing CPA advisory firms in the nation, has an
• incredible career opportunity for a Research & Development (R&D) Tax Credits
• Manager to join our growing Federal Credits & Incentives practice!

• Our R&D Tax Credits practice is made up of professionals across the U.S., who
• work with clients to develop an efficient and cost-effective approach for
• identifying and documenting eligible R&D activities and costs. Our team has
• assisted clients in a variety of industries to identify, document and sustain
• federal and state R&D credits through a comprehensive understanding of their

business operations. Candidate must be tied to a Baker Tilly office location.

Highly preferred to be in Seattle, WA but if not then West Coast.

You will enjoy this role if

• You would like to work directly with CFO’s, owners and leaders from middle

market companies to help them increase cash flow, reduce tax liability and

optimize investment in new technology

• You thrive in opportunities to hone your technical skills and will enjoy

working with a variety of clients that present exposure to unique technical

challenges

• You crave a leadership opportunity to help build a fast growing,

entrepreneurial R&D tax credits practice who is also down-to-earth and

thrives in collaboration

• You want to be part of a firm that values specialty tax practices and is

invested in your success, providing the resources and support for you to grow

now, for tomorrow

What you’ll do

• Be a trusted advisor to middle market clients by providing strategic R&D tax

credits consulting services that includes

• Manage research and development (R&D) tax credit and deduction studies

including client interviews, reviewing client data, developing client and

industry specific tools and templates and preparing technical reports

• Research and draft technical memoranda related to R&D matters

• Provide audit defense assistance for clients being audited by the IRS or

state taxing authorities

• Develop an understanding of the client’s business and become a functional

expert in the area

• Assist with managing client engagement staffing, billings/collections, and

ensure client profitability targets are met

• Utilize your entrepreneurial skills to network and build strong relationships

internally and externally with clients and the community

• Invest in your professional development individually and through

participation in firm wide learning and development programs

• Support the growth and development of team members through the Baker Tilly

Care and Teach philosophy, helping associates meet their professional goals

QUALIFICATIONS

• 4- year degree, License eligible required

• Masters or advanced degree preferred

• CPA, Enrolled Agent, or CMI~PE* required.

• Five (5) + year(s) of R&D work experience required

• 2+ year(s) of supervisory experience, mentoring and counseling associates

desired

• Ability to lead and supervise others, provide exceptional client service,

demonstrate commitment to continuous learning in order to stay current

regarding applicable strategies, see the "big picture" as well as the

details, display appropriate ethical knowledge and commitment, and exhibit a

sense of urgency and commitment to quality and the timely completion of

projects.

The pay rate ranges for this position are listed below. Actual compensation is

influenced by a variety of relevant factors including but not limited to

applicant’s skills, prior experience, qualifications, degrees, professional

certifications, work arrangements and geographic location. Baker Tilly offers a

comprehensive compensation and benefits package to eligible employees.

The national pay rate range is $100,340 to $190,240

In California: pay rate range is $111,490 to $190,240