R&D Credit - Tax Manager

What does BPM stand for? Innovation, opportunity, community, diversity, inclusivity, flexibility and so much more. B-P-M stands for “Because People Matter,” because at our core, our people drive everything we do and how we do it.

We are a forward-thinking, full-service accounting firm providing modern solutions to businesses across the globe. We focus on comprehensive assurance, tax, and consulting services for our clients, and we provide our people and our community with the resources to lead meaningful and purposeful lives.

While we are one of the largest California-based accounting firms, our flexible work locations and schedules mean we have professionals across the continent. Our teams and our clients drive us to provide quality services and ignite unique insights and ideas that contribute to our continued success. Our clients come from different backgrounds and industries, which keep our people intellectually challenged every day.

Burr Pilger Mayer India Pvt. Ltd. (BPM India) is a subsidiary of BPM LLP. Founded in 1986, BPM is one of the largest California-based accounting and consulting firms, ranking in the top 35 in the country. With 15 different office locations, BPM serves emerging and mid-cap businesses as well as high-net-worth individuals in a broad range of industries, including financial services, technology, life science, manufacturing, food, wine and craft brewing, automotive, nonprofits, real estate and construction. The Firm’s International Tax Practice is one of the largest on the West Coast and its well-recognized SEC practice serves approximately 35 public reporting companies, mostly in the technology industry.

Responsibilities:

• Prepare and review R&D tax credit calculations
• Analyze data received from clients and prepare and review surveys to be used in the Research & Development (R&D) Tax Credit Study
• Draft reporting deliverables based on information gathered during the interview process and technical documents provided by clients
• Understand the Internal Revenue Tax code and the technical aspects of tax preparation and compliance
• Conduct tax research, identify complex tax issues, give recommendations to team members, as it relates specifically to the R&D Tax Credit
• Keep up-to-date on current R&D credit practices and tax law
• Manage, organize, and analyze project information including job costing, time sheet data, ledger information, and expense detail
• Prepare and review calculation templates based on client data input including wage information, employee information, contracted research expenses, and supply expenditures
• Assist with responding to IRS information requests and writing technical memoranda

Basic Qualifications:

• Minimum of 9+ years of experience in public accounting or a combination of public accounting and industry/law with EA/CPA/CA professional certfication required.
• Bachelor's degree in Accounting or Tax required.
• Prior experience working with Big 4 or other large firms
• Advanced skills in Microsoft Excel
• Prior experience working with R&D Credit automation software
• Strong technical knowledge of Internal Revenue Code Section 41 and Section 174
• Direct experience working with IRS examinations
• Experience in working with Alteryx or Microsoft Power BI

Some Key Notes:

• The R&D Tax Credit Manager works the R&D Tax Credit Practice on active R&D Studies in all four phases of the Study. These processes include quantification of credit amounts, qualification of projects through participation in client interviews, and substantiation through technical drafting and deliverables. An R&D Tax Credit Manager acts as a strategic consultant by providing feedback to clients and the R&D Tax Credit Service line members.