R&D Credit Project Manager | Tax Accountant at Current Advisors — Remote

# About the Company

About Us

Think Advisors LLC is a fast-growing national consulting firm specializing in helping small to mid-sized companies unlock the value of federal and state R&D tax credits. Our team works with companies across all industries to identify qualifying R&D activities, quantify eligible expenses and file substantiated claims.

Position Summary

We are looking for an experienced and proactive R&D Tax Credit Project Manager to lead client engagements from kickoff through final delivery. This role involves assessing R&D tax credit eligibility, gathering documentation, calculating federal and state credits, managing deadlines and ensuring compliance with IRC Section 41 and relevant state-level credit programs.

This is a client-facing and hands-on project management role ideal for someone who enjoys working across disciplines and driving projects to completion in a remote setting.

Key Responsibilities

Project Management

• Lead and manage multiple R&D tax credit engagements concurrently from start to finish.
• Coordinate project timelines and client communications.
• Ensure timely delivery of claims with full documentation and audit support.

Technical R&D Study Implementation

• Conduct interviews with client technical and finance teams to identify qualified research activities and expenditures.
• Understand IRS guidelines under IRC §41 to evaluate qualification criteria.
• Collaborate with client CPAs on integration into tax returns.

Documentation & Reporting

• Draft technical write-ups supporting why identified projects qualify for the R&D credit.
• Prepare supporting documentation and calculations of qualified research expenses (QREs).
• Ensure all deliverables meet IRS documentation standards and withstand audit scrutiny.

Client Relationship Management

• Serve as the primary point of contact for clients throughout the engagement.
• Educate clients on the R&D tax credit process and eligibility requirements.
• Provide guidance during IRS or state-level audits, if applicable.

Continuous Improvement

• Stay up to date on IRS guidance, legislative changes and industry best practices.
• Contribute to process improvements and knowledge sharing within the team.

Qualifications

Required:

• 3+ years of experience leading and conducting federal and state R&D tax credit studies.
• Solid knowledge of IRC §41 and state-level R&D credit programs.
• Strong technical writing skills.
• Proven ability to manage multiple projects and deadlines in a remote setting.
• Excellent communication and client-facing skills.
• Proficiency in Excel and cloud-based project tools.

Preferred:

• Bachelor’s degree in Accounting, Finance, Engineering, Computer Science or related field.

## Compensation & Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

## Equal Opportunity