Federal Tax Advisory Partner - CIM (R&D)
Core
Lead client service, growth, and leadership for complex tax credit and incentive engagements, specifically R&D credits for technology companies.
Role type
Senior IC Tax Partner (Advisory)
Builds
Tax credit studies, documentation, and monetization strategies for R&D activities.
Domain
Professional Services / Tax Advisory / Technology Industry
Deliverable
client delivery
Required skills
R&D tax credit expertise, tax planning and research, client relationship management, team leadership, project management, financial analysis, regulatory compliance, business development, strategic advisory
Preferred skills
Experience in Credits, Incentives & Methods (CIM), technology industry network, revenue growth strategies, Big 4 or corporate tax background, cross-functional collaboration
Technologies
Microsoft Excel
Responsibilities
Lead teams in delivering tax services for R&D credits, manage client portfolios and engagement economics, identify technical tax matters and opportunities, coach and develop high-performing teams, drive business growth and pipeline development, resolve complex tax issues and controversies
Seniority
Senior, hands-on IC with leadership responsibilities