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General information

Name
Senior Manager, Federal Specialty
Posting Title
Senior Manager, R&D Tax
Ref #
2235987
Date Published
Wednesday, October 29, 2025
City
Houston
State
Texas
Country
United States
Job Category
Tax Specialty
Advertised Location
US-GA-Atlanta, US-IL-Chicago, US-NC-Charlotte, US-TX-Houston, US-VA-Tysons
Working time
Full Time

Description & Requirements

The Federal Tax Specialty brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client’s objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities. 

What You Will Do: 
  • Manage R&D tax credit studies for a diverse client portfolio—including Fortune 500, middle-market, owner-managed, and start-up companies—across industries such as Manufacturing, Life Sciences, Technology, Financial Services, Architecture & Engineering, Retail, Defense, and Government Contracting. 
  • Lead all phases of R&D credit engagements in collaboration with Partners, Managing Directors, and Senior Managers—including project scoping, engagement letter preparation, information gathering, client communications, staffing, execution, quality review, and final deliverables. 
  • Supervise and review work performed by staff, ensuring alignment with their experience and development goals. 
  • Conduct and oversee research on R&D tax credit statutes, regulations, and case law to support defensible credit positions.
  • Lead technical discussions with client subject matter experts, analyze financial and technical data, and review supporting documentation to identify qualified research activities.
  • Develop and review detailed technical memoranda and project activity descriptions to substantiate R&D credit claims. 
  • Support IRS and state audit defense efforts in coordination with senior leadership, including preparation of responses and supporting documentation.
  • Review and finalize technical reports, quantitative analyses, and client deliverables to ensure accuracy and compliance. 
  • Build and maintain strong client relationships through direct interaction with C-suite executives, tax and finance leaders, and business owners.
  • Deliver exceptional client service by anticipating needs, resolving issues proactively, and exceeding expectations. 
  • Mentor, coach, and train staff on technical concepts and engagement execution, fostering professional growth and team development. 
  • Contribute to practice growth by supporting business development initiatives and aligning with the team’s strategic goals. 

Minimum Qualifications: 
  • Bachelor’s Degree in Accounting, Finance, Engineering, or a related field
  • 7+ years of experience in public accounting or corporate tax
  • Demonstrated proficiency in R&D Tax Credit Consulting 
  • Current and valid CPA, EA, JD, or LLM credential 
  • Proficient in Microsoft Office Suite 

Preferred Qualifications:
  • Master’s Degree in Accounting, Taxation, or a related field
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Illinois Wage Transparency

Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.
IL Minimum Salary (USD)
$ 101500
IL Maximum Salary (USD)
$ 185000