R&D Tax Leader

BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.

We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion.  We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!

Primary Purpose:

We are looking for an experienced and dynamic Manager with a broad range of Corporate Tax experience who is looking for a challenging new position.  This role is responsible for managing the start to finish process of identifying, qualifying and maximizing R&D tax incentives for our clients. You will collaborate closely with our clients, technical experts, and financial professionals to ensure accurate and timely claims.  This is a new role for BGM, and we are interested in speaking to candidates who have a desire and the skills to develop a line of business from scratch, alongside our team.  This position will require someone who is willing to utilize their expertise to develop and build business strategy, process, and procedures.  In the short term, this person must be willing to work independently and perform all functions within the R&D claims process.  In the long term, this person must have the ability to select, train and motivate a team of qualified professionals.

Responsibilities include but are not limited to:

• Perform detailed analysis all available financial data to determine eligibility for R&D tax credits and understand risks and benefit to R&D claims and ensure accurate calculations occur
• Work with clients to gather and understand all necessary information and documentation for claim preparation, to develop appropriate methodologies
• Perform detailed tax analysis of risks related to R& D claims based on wider tax knowledge and experience of legislation review
• Review of tax computations and implications for R&D
• Prepare technical review and written reporting on your findings for each project and client
• Stay up to date with relevant tax legislations and regulations; be SME on R&D tax credits for the firm and it’s clients
• Provides timely and high-quality services exceeding client expectations
• Identify additional areas of service and planning opportunities
• Research and consult on various tax matters, respond to IRS and other tax authority inquiries when requested, and make recommendations to the client for consideration
• Recommends tax strategies by researching federal, state, and local taxation issues
• Maintains legislative materials by reviewing, interpreting, and implementing new or revised laws
• Maintains compliance with regulations by forwarding required information to federal, state, and local authorities
• Revises procedures by developing and streamlining procedures and worksheets for calculation of tax provisions
• Proactively build relationships and communicate effectively with the client to provide superior client engagements
• Invests in updating job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; and participating in professional organizations
• If desired, may participate in new client development through marketing and networking activities

Required Qualifications and Skills:

• Bachelor’s Degree in Accounting or related field
• 5-7 years public accounting experience with recent experience specializing in R&D Tax Credits
• Advanced knowledge of tax accounting principles, IRS regulations and R&D tax credit incentives and issues
• Current CPA or eligibility to sit for the CPA exam preferred
• Strong experience with tax planning and tax strategy
• Technical and tax research skills
• Ability to identify and propose resolutions to certain income tax issues
• A successful team member enjoys working with a wide variety of clients, and demonstrates organizational, technical skill, and effective communication while enjoying contributing to a fun, professional working environment.
• Understanding of financial statements and accounting
• Prior experience servicing clients in the private sector preferred
• Proactive in researching business best practice concepts in order to apply as appropriate
• Solid listening skills and ability to identify gaps in logic – inquisitive
• Strong organization and follow up skills, including the ability to handle competing priorities and meet all deadlines and commitments
• Ability to flourish in a fast-paced, complex environment and willing to adapt to change
• Demonstrated ability to lead a small team and ensure successful results
• Ability to give and follow instructions accurately and efficiently, proactive in asking clarifying questions to ensure work effort is directed wholly toward desired outcome
• Excellent communication skills along with great or developing negotiation skills
• Willingness and ability to adapt to new circumstances, information, and challenges
• Ability to travel to client sites when needed
• Demonstrates a positive, can-do attitude

What You'll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation.  18 days paid time off, 8 paid holidays, 
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway!

We understand that not everyone brings 100% of the skills and experience for the role.  At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and background.  We are excited to learn more about you and encourage you to apply!

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.