Senior Manager, Federal Specialty

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2235621

Position Title:

External Description: Description & Requirements

The Federal Tax Specialty brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client's objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities.

What You Will Do:

• Manage R&D tax credit studies for a diverse client portfolio-including Fortune 500, middle-market, owner-managed, and start-up companies-across industries such as Manufacturing, Life Sciences, Technology, Financial Services, Architecture & Engineering, Retail, Defense, and Government Contracting.
• Lead all phases of R&D credit engagements in collaboration with Partners, Managing Directors, and Senior Managers-including project scoping, engagement letter preparation, information gathering, client communications, staffing, execution, quality review, and final deliverables.
• Supervise and review work performed by staff, ensuring alignment with their experience and development goals.
• Conduct and oversee research on R&D tax credit statutes, regulations, and case law to support defensible credit positions.
• Lead technical discussions with client subject matter experts, analyze financial and technical data, and review supporting documentation to identify qualified research activities.
• Develop and review detailed technical memoranda and project activity descriptions to substantiate R&D credit claims.
• Support IRS and state audit defense efforts in coordination with senior leadership, including preparation of responses and supporting documentation.
• Review and finalize technical reports, quantitative analyses, and client deliverables to ensure accuracy and compliance.
• Build and maintain strong client relationships through direct interaction with C-suite executives, tax and finance leaders, and business owners.
• Deliver exceptional client service by anticipating needs, resolving issues proactively, and exceeding expectations.
• Mentor, coach, and train staff on technical concepts and engagement execution, fostering professional growth and team development.
• Contribute to practice growth by supporting business development initiatives and aligning with the team's strategic goals.

Minimum Qualifications:

• Bachelor's Degree in Accounting, Finance, Engineering, or a related field
• 7+ years of experience in public accounting or corporate tax
• Demonstrated proficiency in R&D Tax Credit Consulting
• Current and valid CPA, EA, JD, or LLM credential
• Proficient in Microsoft Office Suite

Preferred Qualifications:

• Master's Degree in Accounting, Taxation, or a related field

#LI-OAK, #LI-IND, #LI-CLTSP, #LI-HOU

#LI-SS1

Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 101500

IL Maximum Salary (USD)

$ 185000

City: Charlotte

State: North Carolina

Community / Marketing Title: Senior Manager, Federal Specialty

Location_formattedLocationLong: Charlotte, North Carolina US

CountryEEOText_Description:

With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural. We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network. Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.
It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.