Now in our sixteenth year, Tax Point Advisors, the nation’s premier provider of R&D tax credit study services, is adding to our growing team of dedicated professionals who are passionate about our client and CPA relationships. We are in search of a CPA with a current/active license, or an Enrolled Agent, with a minimum of five years of tax and accounting experience (tax experience is mandatory), to join our team as an R&D Tax Credit Project Manager. This position, reporting to our Senior Vice President, Tax Controversy Services and Quality Control, will manage the delivery of our range of R&D tax credit study services to clients across the U.S. The role requires a strong tax and accounting background, exemplary leadership skills, and exceptional relationship skills with clients, CPAs, and all external and internal constituents.
Start Date: by May 1, 2025
Location: this is a remote position, with strong preference for a New-England-based hire. Travel to other states is required periodically.
Requirements: current (active) CPA license or EA required. Project Manager will be required to maintain licensure going forward. At least five years of tax and accounting experience.
Compensation: salary plus benefits.
Additional Qualifications:
Excellent communication and interpersonal skills
Strong computer/software skills, including Excel/MS Office
Ability to work remotely while also working as part of a cohesive team
Exceptional attention to detail
Proven track record understanding and working with complex tax matters
Tax Point Advisors is currently searching for business development directors throughout the U.S., with particular emphasis on Michigan. We are currently working with clients and CPA firms on a nationwide basis, and we have a fantastic regional and national reputation. If you have high standards when it comes to ethics, integrity, and client service, we would love to hear from you.
Desired Qualifications
An accounting degree or equivalent is preferred, as is experience with professional sales and client service. The position also requires a strong understanding of federal and state taxes. The ideal candidate is a self-starter and is self-motivated and willing to travel when necessary. Attention to detail, strong interpersonal skills, and discipline with regard to time management are a must.
Responsibilities
Job responsibilities of the Business Development Director will include building strong relationships with local and regional CPAs / accounting firms and their clients, and helping to establish Tax Point Advisors as the pre-eminent provider of specialty tax services in America. If the above profile sounds like you, please contact us immediately by filling out the form below.
