Senior Manager | R&D Tax

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: 2233978

Position Title:

External Description: Description & Requirements

Forvis Mazars is seeking client service professionals with at least four years of experience to manage research tax credit studies for a diverse and growing national client base. This is an exciting opportunity for a professional that is experienced in serving clients on research and development tax credit engagements. With a passion for driving value and tax savings for clients, you can make an immediate contribution to Forvis Marzars' national research tax credit practice by working directly with a multi-disciplinary team of research credit experts, business stakeholders, and executive-level management.

How you will contribute:

• Managing research and development of tax credit studies for a variety of entities and clients including Fortune 500, middle-market, owner-managed, and start-up businesses
• Diverse client base in industries that include Manufacturing, Consumer Products, Life Sciences, Biotech, Food and Beverage, Technology and Software, Financial Services, Architectural and Engineering, Construction, Transportation and Logistics, Retail, Defense, and Government Contractors
• Coordinating with Partner / Managing Director, Senior Manager, and staff on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing, project execution, quality assurance review, report, and deliverable preparation and client delivery meetings.
• Delegating work and reviewing work performed by staff in accordance with their experience and capabilities
• Researching R&D credit statute, regulations, and case law
• Assisting in the analysis of client data, leading technical client subject matter expert discussions regarding projects and activities, and reviewing client documentation
• Developing and reviewing descriptions of qualified project activities and technical memorandums to support R&D credit positions
• Coordinating with the Partner / Managing Director and Senior Manager to assist with IRS and state examination support of R&D credits
• Preparing/reviewing technical reports and analysis, and engagement deliverables
• Helping in developing, building, and managing client relationships through direct interaction with C-suite, tax and finance stakeholders, and business owners
• Providing timely and outstanding client service exceeding client expectations
• Actively coaching, mentoring, developing, and training staff from a technical perspective as well as all facets of client engagement execution
• Candidates should be growth-motivated and supportive of the team's growth goals and expectations
• Occasional potential travel necessary (15% - 20%). While travel may be necessary, due to COVID-19, non-essential travel has been suspended until further notice

We are looking for people with Forward Vision and:

• Excellent verbal and communication skills, and demonstrated ability to interact effectively with clients, partners and senior managers, staff, and other stakeholders as required
• Willingness to "own" client engagements and demonstrates a strong desire to deliver high quality, responsive client service and adhere to stringent client deadlines
• Strong project management and organizational skills
• Dedication to timely and outstanding client service exceeding client expectations

Minimum Qualifications:

• Bachelor's degree in Accounting, Finance, or related field or Juris Doctorate
• 4 years or more of experience in public accounting (preferably within tax)
• Proven knowledge of R&D tax incentives experience
• Experience managing multiple client engagements
• Proficiency with Microsoft suite of products
• At least one of the following accreditations:
• Licensed CPA in the state of practice/primary office
• Licensed attorney
• Enrolled Agent

#LI-CHI, #LI-CLTSP, #LI-CLTU, #LI-HOU

#LI-SS1

City: Houston

State: Texas

Community / Marketing Title: Senior Manager | R&D Tax

Location_formattedLocationLong: Houston, Texas 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.