Manage R&D tax credit claims, lead client engagements, analyze data for tax benefits, draft technical memoranda, and mentor junior staff.
Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support.
In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable.
Day-to-Day Responsibilities (Primary Emphasis: R&D)
- Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.
- Lead and participate in client interviews to identify qualifying activities and expenses.
- Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
- Collect, format, and analyze large datasets to build complex calculation models and support credit positions.
- Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.
- Mentor, train, and supervise junior team members; ensure consistent quality and best practices.
Additional Incentives / Depreciation Responsibilities
- Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).
- Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.
- Assist clients with Section 174 capitalization/amortization modeling and documentation support.
- Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).
What You Need to Succeed
- Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus
- 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus)
- Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment
- Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders
- Demonstrated people leadership: training, supervising, and reviewing work for quality
- Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation
What We Offer:
(The following only applies to US-based positions)
About Us:
(The following only applies to US-based positions)
- A collaborative team culture with opportunities for career development.
- Ample opportunities to be recognized, build valuable skills, and grow your career.
- Generous vacation policy, including paid parental leave.
- Comprehensive health plans with FSA and HSA options.
- 401(k) retirement plan.
- Life and disability insurance coverage.
- Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
About Us:
At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.
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