Incentives Tax Manager (R&D Focused)
Exactera
Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
Compensation: Base, $100k - $120k + Bonus & Incentives
Position:
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.
Responsibilities:
- 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 (US-based positions)
- Collaborative culture and career development opportunities
- Generous vacation policy and paid parental leave
- Comprehensive health plans (FSA/HSA options) and 401(k)
- Life and disability insurance + supplemental benefits (dependent care, pet insurance, will prep, EAP)
About Exactera
Exactera is an AI-first tax technology company transforming how businesses manage corporate tax compliance, delivering solutions across transfer pricing, tax provision (ASC 740), and R&D tax credits—combining cutting-edge AI with deep tax expertise to help finance teams work smarter and mitigate risk.
What We Offer:
(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: