Incentives Tax Manager at Exactera

<div class="content-intro"><p><strong>Exactera </strong>has offices in<strong> New York City, Tarrytown NY, San Diego, CA, London,&nbsp;</strong>and <strong>Argentina.&nbsp;</strong></p></div><h3>Role Overview</h3> <p>As an Incentives Tax Manager on our Professional Services team, you will lead R&amp;D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&amp;D Tax Credit documentation, and delivering high-quality, audit-ready technical support.</p> <p>In addition to your core Section 41 R&amp;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.</p> <p>&nbsp;</p> <h3>Day-to-Day Responsibilities (Primary Emphasis: R&amp;D)</h3> <ul> <li>Manage federal and state R&amp;D tax credit claims, working closely with the Practice Leader and cross-functional teams.</li> <li>Lead and participate in client interviews to identify qualifying activities and expenses.</li> <li>Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.</li> <li>Collect, format, and analyze large datasets to build complex calculation models and support credit positions.</li> <li>Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.</li> <li>Mentor, train, and supervise junior team members; ensure consistent quality and best practices.</li> </ul> <p>&nbsp;</p> <h3>Additional Incentives / Depreciation Responsibilities</h3> <ul> <li>Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).</li> <li>Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.</li> <li>Assist clients with Section 174 capitalization/amortization modeling and documentation support.</li> <li>Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).</li> </ul> <p>&nbsp;</p> <h3>What You Need to Succeed</h3> <ul> <li>Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus</li> <li>4+ years of hands-on R&amp;D Tax Credit experience with client interaction and engagement management (audit experience is a plus)</li> <li>Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment</li> <li>Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders</li> <li>Demonstrated people leadership: training, supervising, and reviewing work for quality</li> <li>Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets &amp; depreciation</li> </ul><div class="content-conclusion"><h3>What We Offer:<br><em>(The following only applies to US-based positions)</em></h3> <ul> <li> <div>A collaborative team culture with opportunities for career development.&nbsp;</div> </li> <li> <div>Ample opportunities to be recognized, build valuable skills, and grow your career.&nbsp;</div> </li> <li> <div>Generous vacation policy, including paid parental leave.&nbsp;</div> </li> <li> <div>Comprehensive health plans with FSA and HSA options.&nbsp;</div> </li> <li> <div>401(k) retirement plan.&nbsp;</div> </li> <li> <div>Life and disability insurance coverage.&nbsp;</div> </li> <li> <div>Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.&nbsp;</div> </li> </ul> <p>&nbsp;</p> <h3>About Us:</h3> <div data-olk-copy-source="MessageBody">At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.&nbsp;</div> <p>&nbsp;</p></div>