Engineered Advisory

Compensation

Full Description

This is a remote position. Basic Function: Work as part of multi-disciplinary team to conduct Research and Development (R&D) tax credit consulting services. Duties include leading Client interviews and discussions, assessing applicability of tax benefits, calculating tax savings, preparing supporting documentation and reports, performing technical research at federal and state levels, and developing knowledge of R&D applications by industry. Position’s Intention: The Director of Operations will oversee the day-to-day activities of the R&D department, ensuring that the team is managed and performing efficiently and effectively as business goals are met. Success Measurements: Client satisfaction, annual goals obtained, audits minimized by vigilant adherence to IRS requirements. Essential Duties: · Manages the department staff and production operations of R&D; · Assess pricing, scoping, and benefit analysis requests toward generating Letter of Engagements for potential R&D clientele and overall strategy to grow revenue for the department; · Drive process improvement initiatives, templatization, and work with the technology portal team in development of internal and client-facing workflows to increase the efficiency of report delivery, ability to support small-scale studies in a more scalable manner, and deliver tools to improve revenue-per-employee, and team member satisfaction. · Supports the Finance, Marketing and Management team with pricing, case studies, reporting, and forecasting. · Perform audit support for clients as necessary, including interfacing with outside audit specialist and client, assisting outside audit specialist with drafting responses to IRS inquiries, participating in meetings with IRS agents to support R&D credits claimed, and other audit support as required. · Ensure quality control standards of R&D calculations and reports; · Oversee project assignments, team performance management, bonus submittals, objective setting, and operational metrics; · Assigns with daily team questions, guidance, PTO requests, planning in-person events/CLE opportunities; · Manage strategic client portfolio directly throughout the process to ensure all documentation is received and viable for a complete calculation, filing of proper tax forms in the Credit Result Summary, and assemble of the Final Report. Requirements Skills/Qualifications: · Must be highly organized, exceedingly detail oriented, and flexible · Must be able to manage time effectively · Must be a resourceful self-starter with ability to multitask · Must be a team player · High level of written and verbal communication and negotiation skills · Ability to work in a dynamic and evolving environment · Seven plus years of experience in the Management, Tax, or Accounting industry · Must be highly proficient in Excel · Must have experience with researching and giving guidance on technical tax issues ​ To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. REQUIRED SKILLS: Strong analytical, planning and problem solving capabilities Interpersonal and soft skills that motivate trust, teamwork and transparency Demonstrated initiative and ability to work independently with minimal supervision required Advanced Excel skills Education/ Bachelor’s Degree in Accounting or related field, or related field, Attorney or LLM in Taxation preferred or Certification: Seven (7) years related experience and/or training; or equivalent combination of education and management experience LANGUAGE SKILLS: Ability to write reports, business correspondence Ability to effectively present information and respond to questions from managers, clients, customers, and the general public Reasoning ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists Ability to interpret a variety of instructions furnished in written, oral, or schedule form computer SKILLS: To perform this job successfully, an individual should have knowledge of Microsoft Office, PDF editing software Benefits Medical, dental, vision, basic life, vol life, STD, LTD, Accident, Hospital Indemnity, Critical Illness, Pet, PTO, 401k and much more.