Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
Role Overview
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.
Day-to-Day Responsibilities (Primary Emphasis: R&D)
- 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:
(The following only applies to US-based positions)
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A collaborative team culture with opportunities for career development.
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Ample opportunities to be recognized, build valuable skills, and grow your career.
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Generous vacation policy, including paid parental leave.
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Comprehensive health plans with FSA and HSA options.
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401(k) retirement plan.
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Life and disability insurance coverage.
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Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
About Us:
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.
