Research And Development (R&D) Tax Credit Attorney

Job Overview

A law firm is seeking a highly skilled and experienced R&D Tax Credit Attorney to join their team. The ideal candidate will be responsible for managing and supervising the operations of the R&D Tax Credit group, including research, data analysis, client intake, project management, and tax return review. This role requires a command of Excel and Alteryx, excellent client relationship management, and in-depth knowledge of R&D tax credit laws and practices.

Duties and Responsibilities

• Manage and supervise the operations of the R&D Tax Credit group, including:
  • Research and data analysis
  • Client intake and project management
  • Tax return review (including client tax returns, GL data, and other financial and accounting inputs)
  • Financial reports
  • Client interfacing
• Manage R&D tax credit studies and related activities, including:
  • Client interviews
  • Analyzing client data
  • Developing client and industry-specific tools and templates
  • Preparing technical reports
• Assist with the delivery of engagements, including research and writing on technical and compliance issues
• Manage and implement multiple projects simultaneously, including:
  • Client consultations
  • Data gathering and analysis
  • Coordination of Specialty Tax & Incentives personnel and client resources (Tax, Engineering, IT, HR)
• Provide R&D tax credit services to clients, including:
  • Tax credit calculations
  • Refund claim preparations
  • IRS audit defense and related advisory services
• Stay updated with current R&D tax credit industry practices and changes in tax law, IRS administrative procedures, and case law development
• Develop and maintain excellent client relationships
• Provide R&D tax credit legal, procedural, and computational advice to clients

Requirements

• Juris Doctor Degree
• Undergraduate or graduate degree in Accounting, Finance, Engineering, or a related field preferred
• Certified Public Accountant (CPA) certification or law license preferred
• 5+ years (10+ years preferred) of prior working experience with R&D tax credits at an accounting firm, corporation, or law firm
• Knowledge of Internal Revenue Code §§ 41 and 174, corresponding Treasury Regulations, and relevant judicial and administrative authority
• Advanced Microsoft Excel skills and preferably some Alteryx (or similar program) experience
• Knowledge and experience with statistical sampling preferred

Skills

• Excellent interpersonal and communication skills
• Ability to effectively interact with all levels of firm members and outside contacts
• Ability to work within a team environment
• Flexibility in schedule and adaptability to constant change
• Ability to present facts and recommendations effectively in oral and written form
• Effective negotiation skills
• Strong organizational and prioritization skills
• High accuracy in data analysis and analytical aptitude
• Excellent written and verbal communication skills
• Ability to work independently and as part of a team
• Ability to work well under pressure with deadlines
• Ability to work in a fast-paced environment with a variety of personalities and work styles
• Ability to handle multiple tasks and frequent interruptions
• Strong attention to detail
• Proficient in editing, proofreading, and basic administrative skills; excellent grammar skills
• Project management and organizational skill sets

Job Location

• Minneapolis, MN

A mid-sized firm with reputation that places it in the top 2-3 firms in the Twin Cities, this firm has become very successful in less than 25 years since its inception. Its practice areas include litigation, environmental and employment law, employee benefits, real estate, governmental affairs, banking/finance and general corporate matters. Its lawyers come from Harvard, University of Minnesota and small regional schools, with excellent academic credentials. Compensation at the firm is top of the market in the Twin Cities, and the billable hourly requirement is quite reasonable, although you are expected to work the weekend and nights if asked to do so by the partners. Everyone seems content being at the firm, and people tend to remain at the firm for the long haul.