National Tax - R&D Experienced Manager
CohnReznick LLP, New York, NY, United States
As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!
We currently have an exciting career opportunity for an R&D Credit Services – Experienced Manager to join our National Tax practice.
CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.
YOUR TEAM.
This position will support the R&D Credit Services Team, which in turn supports the firm’s National Tax practice. R&D Credit Services is a growing national team with opportunities for its members to become regional leaders.
The R&D Credit Experienced Manager is responsible for supporting and running key aspects of R&D engagements; researches tax issues, conducts fieldwork, reviews technical work products, and contributes to sales and marketing efforts.
WHY COHNREZNICK?
At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.
We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.
YOUR ROLE.
Responsibilities include but not limited to:
- Primary point of contact and project manager for R&D credit studies and related activities to ensure all engagements are conducted in accordance to practice standards, completed on time, and within budget including conducting fieldwork to assisting with client deliverables
- Consistently demonstrate expert time management skills, proper prioritization of projects, personal time, completing work in a timely manner, and avoiding PTO and personal time during critical times of year
- Consistently demonstrate expert project management skills, keeping projects progressing, updating stakeholders, and a clear understanding of and managing stakeholder expectations
- Develop and assist in the execution of work plans designed to identify and quantify research credit claims, including scope, fees, deliverables, timing, etc.
- Lead and assist in exam defense through IDR support, exam analysis, and client management
- Draft opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other tax technical memoranda
- Assist in new business development internally and externally, including add-on business
- Explain in simple terms complex tax technical matters to firm and client personnel
- Assist other team members with the delivery of engagements as needed, including legal research and writing regarding technical issues
- Provide and lead overall engagement review, technical review of calculations, work papers, and deliverables
- Provide proactive in project updates to stakeholders to manage expectations
- Provide suggestions for efficiency improvement in process and engagement management, and other aspects of the practice
- Provide coaching, training, and professional development of staff on a regular basis
- Manage project budgets, staffing, engagement economics, billing, practice metrics, and perform other job-related duties as necessary
YOUR EXPERIENCE.
The successful candidate will have:
- 4 + years experience in a managerial capacity
- Bachelor’s degree from an accredited college/university
- Licensed CPA, J.D./LL.M.
- Solid verbal and written communications skills with the ability to evaluate and articulate complex information via email, phone, and video
- Managers are expected to have a detailed understanding of federal and state rules, regulations, and relevant court cases
- Mastery of topics include controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit, short periods, entity conversions
- Strong understanding of entity types and the impact of how the credit flows to its point of utilization
- Ability to work in a deadline-driven environment and handle multiple projects simultaneously with a team and independently
- Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
- Candidate will be required to read and study relevant tax material related to R&D credit rules
- Ability to travel several days per month
- Proficient in the use of Microsoft Word, Excel, and Access and use of the internet
Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.
In New York City, the salary range for a Tax Manager is $105,000 to $175,000. Salary is one component of the CohnReznick total rewards package, which includes a discretionary performance bonus, generous paid time off, expanded and inclusive parental benefits, and access to best-in-class learning and development platforms, to name a few. To learn more about life at CohnReznick, visit
CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see
If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at
CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.