Manager, R&D - Specialized Tax & Incentives Group

Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a highly skilled and experienced R&D Manger to join our STS team. This role is open to candidates located in Fresno or Long Beach, CA office. We are seeking a highly skilled and motivated R&D Manger to lead engagements related to Research & Development (R&D) Tax Credits studies. This role is responsible for leading client engagements, managing project teams, providing technical expertise, and supporting business development initiatives. The Manager will work closely with clients across industries to optimize their tax positions while ensuring compliance with federal and state regulations. What you will do: R&D Tax Credit: Lead and execute R&D tax credit projects, including identifying qualified activities, gathering and analyzing documentation, calculating qualified expenditures, and preparing technical narratives. Confirms accuracy of facts and sources where appropriate Oversee the preparation of technical reports and supporting documentation for tax credit claims. Composes effective research memos in support of projects / transactions Develop effective presentations for marketing and sales opportunities Monitor legislative and regulatory changes impacting R&D tax credit and advise clients on opportunities and risks. Ensures clients comply with applicable authorities Identifies options for minimizing client tax and reporting burdens Identifies "gray areas" and recognizes and communicates to partners related risks Completes accurately appropriate workpapers and tax returns forms Ensures firm risk management and tax quality control standards and protocols are met Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues Develops an in-depth understanding of the technical and practical issues and opportunities Develops, recommends, and implements solutions to provide clients maximum tax benefits Stays informed of new legal and factual developments affecting clients' tax positions and identifies and communicates to partners effective approaches to optimize these positions Identifies and assists in maximizing all potential tax benefits Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting benefits on exam and at appeals Research Identifies all situations where research is necessary and conducts appropriate investigation on identified topics Confirms accuracy of facts and sources where appropriate Prepares studies of tax implications and outlines alternative courses of action to clients Composes effective research memos in support of projects / transactions Develops effective presentations for marketing and sales opportunities Business Development: Support business development initiatives by identifying opportunities for additional STS services within existing client relationships. Assist with proposal development, presentations, and participating in client pursuits. Build and maintain strong professional relationships internally across service lines and externally with clients. Supervisory Responsibilities: Effectively supervises and reviews the day-to-day work of STS Associates and Associates on assigned engagements Ensures STS Senior Associates, Associates, and Interns are well trained in all required areas Effectively evaluates the performance of STS Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development Delivers periodic performance feedback and completes constructive performance evaluations for STS Senior Associates, Associates, and Interns Acts as Career Advisor to STS Senior Associates and Associates Qualifications, Knowledge, Skills and Abilities: Education: Bachelor's degree, required Degree in accounting, tax, or finance, preferred Masters degree, preferred Juris Doctorate (J.D.), preferred Experience: Five (5) or more years of prior experience, required Prior experience supervising tax consulting professionals, required Experience in accounting, tax, or finance, preferred Prior experience in supporting IRS audits related to R&D or cost segregation, highly preferred Prior experience preparing and/or reviewing tax provisions, preferred Prior experience with corporate taxation, consolidations, and partnerships, preferred License/Certifications: CPA certification, preferred Enrolled Agent, preferred Software: Proficient in the use of Microsoft Office, especially Excel and Word Experience with tax related software and research databases Other Knowledge, Skills & Abilities: Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above Excellent oral and written communication skills Superior analytical and research skills Solid organizational skills, especially ability to meet project deadlines with a focus on details Ability to successfully multi-task while working independently and within a group environment Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously Capable of effectively managing a team of tax professionals and delegating work assignments as needed Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel Executive presence and ability to act as primary contact on assigned engagements Compensation Information: Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate's qualifications, experience, skills, and geography. More About Boos & Associates, a Professional Corporation is a Certified Public Accountant and Consulting firm established in February 2004. Prior to founding the firm our Managing Director was a Tax Director with a Big 4 accounting firm with over 30 years public accounting experience. We currently have a staff of approximately 117 and anticipate significant expansion opportunities in the near and long term. Our greatest strength is our people. We foster and support innovative, strategic ideas that can transform developments in accounting, tax, and consulting into practical solutions for our clients. Our Fresno office is a first-class facility located in the Fig Garden Financial Center. The firm is paperless and uses the latest in technology to assist our associates in performing in a more efficient and effective manner. The firm provides above market performance-based compensation and provides competitive employer paid employee benefits and a generous personal time off policy. We continually invest in our people by providing extensive training and career advisor programs. We recognize our unique opportunity to embrace the cultural and ethnic opportunity our clients and people have to offer. We are committed to optimizing this opportunity to hire outstanding individuals of diverse backgrounds, and to offer them a dynamic, challenging environment to develop their skills as trusted advisors to our clients. Our commitment to diversity encompasses all people within our firm, professionals, and administrative support alike, including people of different races, religions, cultural backgrounds, national origins, disabilities or medical conditions, sexual orientation, gender, gender identity and ages. We are an independent member of the BDO Alliance USA. As an independent member of BDO Alliance USA, our shared Core Purpose is Helping People Thrive Every Day. Our Core Values reflect how we manage our work, our relationships and ourselves. As an employee of the firm, you will live true to our Core Values of people first, being exceptional every day in every way, embracing change, feeling empowered through knowledge, and choosing accountability. Our Core Values are the standards by which we conduct ourselves day in and day out, both internally and externally.

Created: 2026-03-10