R&D Tax Manager

BGM offers entrepreneurs, business owners, organizations, and individuals a wide range of advisory, audit, accounting and tax services to meet business and personal needs.

We don’t just solve problems, we anticipate needs. We don’t just provide ideas, we provide insight. And we don’t just look at the bottom line, we look for opportunities. We work with our clients to create innovative solutions to help grow their business, achieve their goals, and realize their passion.  We service a wide variety of industries including agriculture, healthcare, cannabis, professional services and more!

Primary Purpose: 

BGM is seeking an experienced R&D Tax Manager with strong technical expertise in federal and state Research & Development tax credits. This role is primarily hands-on and delivery-focused, responsible for managing the full lifecycle of R&D tax credit studies—from technical qualification through calculation, documentation, and support of filed claims.

The ideal candidate enjoys deep technical analysis, working directly with client data, and ensuring claims are accurate, defensible, and compliant with applicable regulations. While this is currently an individual contributor role, there is long-term potential for expanded responsibility, including mentoring staff and contributing to service development, for individuals who demonstrate strong technical leadership and client impact.

Responsibilities include but are not limited to:

• Perform detailed technical and financial analysis to determine eligibility for federal and state R&D tax credits
• Evaluate qualified research activities, qualified research expenses (QREs), and applicable methodologies
• Analyze and document technical uncertainties, business components, and nexus to permitted purpose
• Review and interpret IRC §41, Treasury Regulations, IRS guidance, and relevant case law
• Assess risks and support positions taken on R&D claims with defensible technical documentation
• Prepare and review R&D tax credit calculations, forms, and supporting schedules
• Draft clear, well-supported technical memoranda and client-facing reports
• Collaborate with client personnel to gather documentation, conduct interviews, and understand development activities
• Coordinate with internal tax teams to ensure proper integration of R&D credits into income tax returns and provisions
• Respond to IRS and state tax authority inquiries related to R&D claims, including audits when requested
• Maintain current knowledge of legislative, regulatory, and procedural changes impacting R&D credits
• Develop and refine templates, workpapers, and internal processes to improve consistency and quality
• Deliver timely, accurate work that meets professional standards and client expectations

Required Qualifications and Skills:

• Bachelor’s degree in Accounting or related field
• 5–7+ years of public accounting experience, with significant hands-on R&D tax credit experience
• Advanced technical knowledge of R&D tax credit rules, calculations, and documentation requirements
• Strong understanding of tax accounting principles and financial statements
• Proven experience performing technical tax research and applying guidance to client facts
• Ability to independently manage R&D studies from start to finish
• CPA license or CPA-eligible preferred
• High attention to detail with strong analytical and documentation skills
• Ability to clearly communicate complex technical concepts to clients and internal teams
• Strong organizational skills with the ability to manage multiple engagements and deadlines
• Comfortable working in a fast-paced, evolving environment
• Willingness to travel to client sites as needed

What You'll Love About Us

• Make an Impact. We care about your individuality by giving you freedom to grow and create within the company, regardless of your position.
• Rest and Relaxation.  18 days paid time off, 8 paid holidays, 
• Health Benefits. Medical with HSA and FSA options, dental, and vision.
• Prepare for the Future. 401(k) with a generous company contribution, access to a personal financial planner, and both legal and life insurance.
• Give back. Get paid to give your time to the community: ask us about this!
• Educational Benefits. Whether you are studying for your CPA, or currently enrolled in higher education, we can help cover some of those expenses.
• Flexible Work Models. In-office, work-from-home, or hybrid, depending on position and location.

Not sure if you qualify? Think about applying anyway!

We understand that not everyone brings 100% of the skills and experience for the role.  At BGM We are focused on building a diverse and inclusive workforce and offer opportunities to those with a variety of workplace experiences and background.  We are excited to learn more about you and encourage you to apply!

BGM is proud to be an equal opportunity employer. We realize the key to creating a company with a strong culture and employee experience comes from who we hire and creating a workplace that celebrates everyone. It is our policy to extend equal opportunity in employment to all individuals without discrimination on the basis of race, color, religion, age, sex, national origin, disability, military service, protected veteran status, genetic information, sexual orientation, gender identity, or any other characteristic protected by federal, state or local law.