R&D Tax Credit Director

About the role

We are seeking an experiencedR&D Tax Credit Project Manager to own the execution and delivery of R&D tax credit engagements. This role is responsible for managing projects end-to-end, serving as the primary client contact, and ensuring accurate, compliant, and well-documented R&D credit studies.

This position is best suited for someone withhands-on R&D tax credit experience who understands both the technical and financial components of the credit and can confidently guide clients through the process.

What you'll do

• Manage R&D tax credit engagements from kickoff through final deliverables
• Evaluate client operations to identify qualifying R&D activities and eligible expenditures
• Apply and explainIRC Sections 41 and 174 in a clear, practical manner
• Partner with engineers, attorneys, and CPAs to analyze technical and financial data
• Develop and manage project scopes, timelines, and deliverables
• Serve as the primary point of contact for clients throughout the engagement lifecycle
• Prepare comprehensive R&D study reports and supporting documentation
• Ensure compliance with current tax laws, guidance, and industry best practices
• Participate in client meetings, presentations, and internal reviews
• Maintain a client-focused, non-disruptive approach while maximizing credit opportunities.

Qualifications

• Bachelor’s degree in accounting, finance, engineering, economics, or a related field
• Minimum 2 years of direct R&D tax credit experience (required)
• 2–4 years of experience in tax, consulting, or project management
• Strong working knowledge ofIRC Section 41; familiarity withSection 174 preferred
• Experience identifying qualified research activities and expenses (wages, supplies, contract research)
• Strong analytical and problem-solving skills
• Excellent written and verbal communication skills
• Ability to manage multiple projects and deadlines independently
• Proficiency with Microsoft Office and project management tools

What We Offer

• Fully remote work environment
• Meaningful ownership of client engagements
• Collaborative team of R&D tax specialists, engineers, and attorneys
• Exposure to complex and high-impact specialty tax projects
• Supportive culture focused on quality, accountability, and professional growth

Important Note

This role requireshands-on R&D tax credit experience. Candidates without direct R&D specialty tax experience may not be considered

At Tri-Merit, we are dedicated to empowering businesses by unlocking and maximizing their R&D tax credits. Our multi-disciplinary team consists of attorneys, engineers, and CPAs who work collaboratively to provide comprehensive, innovative, and effective services to our clients. We are looking for a passionate and detail-oriented R&D Tax Credit Project Manager to join our team and lead our efforts in providing insights and solutions that drive financial benefits for our clientele.