R&D Tax Credit Director

Tri-Merit

. Manage R&D tax credit engagements from kickoff through final deliverables .

Posted 10/8/2026full-timeRemote • United StatesLead💰 $80,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing R&D tax credit engagements, ensuring compliance with IRC Sections 41 and 174, and effectively collaborating with cross-functional teams to maximize credit opportunities. Strong analytical skills and project management capabilities are essential for delivering comprehensive R&D study reports and maintaining client relationships.

Highest-signal resume keywords

R&D Tax Credit ExperienceStrong Knowledge of IRC Section 41Project Management SkillsAnalytical and Problem-Solving SkillsExcellent Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

R&D Tax Credit ManagementTax ComplianceFinancial AnalysisProject ScopingIdentifying Qualified Research ActivitiesPreparing R&D Study ReportsUnderstanding of IRC Section 174Client EngagementData AnalysisDocumentation Preparation

Soft Skills

Problem-SolvingCommunicationClient-Focused ApproachTime ManagementCollaboration

Tools & Technologies

Microsoft OfficeProject Management Tools

Industry Keywords

R&D Tax CreditsTax Law ComplianceConsultingAccountingFinanceEngineeringEconomics

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree in accounting, finance, engineering, economics, or a related field
Minimum 2 years of direct R&D tax credit experience (required)
2–4 years of experience in tax, consulting, or project management
Strong working knowledge of IRC Section 41
Familiarity with Section 174 preferred
Experience identifying qualified research activities and expenses, including wages, supplies, and contract research
Strong analytical and problem-solving skills
Excellent written and verbal communication skills
Ability to manage multiple projects and deadlines independently
Proficiency with Microsoft Office and project management tools
Hands-on R&D tax credit experience required; candidates without direct R&D specialty tax experience may not be considered

Benefits

Comp & perks

Fully remote work environment
Meaningful ownership of client engagements
Collaborative team of R&D tax specialists, engineers, and attorneys
Exposure to complex and high-impact specialty tax projects
Supportive culture focused on quality, accountability, and professional growth