Tax Manager or Senior Tax Manager - Stamford, CT, United States - PKF O'Connor Davies

Description

The Tax Credit Manager or Senior Manager will work closely with partners, managers and clients while serving as a consultant and representative on research tax credits, energy credits and other credits, with the focus on research (R&D) credits. The individual will also be involved with state corporate income, personal income, sales and use and other state taxes.

• 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, within the context of Section 41 to gather qualitative details as to how clients 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 the energy credits as well as state and local tax issues as needed.

• BA/BS/MS degree in Accounting from an accredited college/university required; MST preferred.
• 6+ years of experience working within a Tax Credit practice
• Active CPA license or EA certification 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.

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