Tri-Merit

• Manage R&D tax credit engagements from kickoff through final deliverables
• Evaluate client operations to identify qualifying R&D activities and eligible expenditures
• Apply and explain IRC Sections 41 and 174
• Partner with engineers, attorneys, and CPAs to analyze technical and financial data
• Develop and manage project scopes, timelines, and deliverables
• Serve as the primary point of contact for clients throughout the engagement lifecycle
• Prepare comprehensive R&D study reports and supporting documentation
• Ensure compliance with current tax laws, guidance, and industry best practices
• Participate in client meetings, presentations, and internal reviews
• Maintain a client-focused, non-disruptive approach while maximizing credit opportunities

Explore R&D Tax Credit Director at Tri-Merit. Review requirements and application details.