Orange County, CA, USA
17 days ago
Research & Development Tax Manager
Pasadena, CA, Woodland Hills, CA, El Segundo, CA, San Diego, CA, Houston, TXPasadena, CA, Woodland Hills, CA, El Segundo, CA, San Diego, CA, Houston, TX

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Introduction to the team

The Tax Specialty Group at Moss Adams specializes in international, federal, and state and local tax services designed to help our clients reduce their tax liability, increase cash flow, and manage risk. The RD Tax Credit team at Moss Adams assists a wide variety of companies to identify and quantify federal and state research tax credits. They perform RD tax credit studies, interview clients and document eligible tax credit criteria, research and draft technical memoranda regarding RD and tax issues, as well as assist with other projects as assigned.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

Assists in planning and running engagementsSchedules and conducts informational gathering interviews with clientsObtains and organizes documentation obtained from the clientAssists in the identification and management of RD Tax Credit engagementsPerforms tax researchDrafts technical reports and correspondenceAssists with taxing authority audit defenseMentors staff and seniors

Qualifications:

Bachelor’s degree required; emphasis in Accounting, Business, Construction Management or Engineering preferredAdvanced degree preferred (e.g. MST, JD, or LL.M)CPA, JD, or LLM Taxation preferredMinimum of 4 years of related experience in RD tax credits or tax complianceExperience training and supervising Staff and SeniorsExcellent client service skills - internal and externalCritical thinking and problem solving skillsStrong research abilityStrong written and verbal communicationAbility to handle multiple priorities, tasks and simultaneous projectsProficient with Microsoft Office (Word, Excel, Access, Outlook)Willingness and ability to travel up to 20%

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careerspage.

At Moss Adams, we champion authenticity. For us, that means fostering a culture of talented people who care—about you, about our clients, and about our communities. Here, you’ll work towards our mission of empowering others to embrace opportunity, growing as a leader along the way. Our firm’s size, middle-market clients, customized career paths, and supportive culture make this a reality. Join a values-driven firm where you’ll have fun while solving complex and interesting business challenges.

Introduction to the team

The Tax Specialty Group at Moss Adams specializes in international, federal, and state and local tax services designed to help our clients reduce their tax liability, increase cash flow, and manage risk. The RD Tax Credit team at Moss Adams assists a wide variety of companies to identify and quantify federal and state research tax credits. They perform RD tax credit studies, interview clients and document eligible tax credit criteria, research and draft technical memoranda regarding RD and tax issues, as well as assist with other projects as assigned.

Individuals who thrive at Moss Adams exhibit the following success skills – Collaboration, Critical Thinking, Emotional Intelligence, Executive Presence, Growth Mindset, Intellectual Curiosity, and Results Focus.

Responsibilities:

Assists in planning and running engagementsSchedules and conducts informational gathering interviews with clientsObtains and organizes documentation obtained from the clientAssists in the identification and management of RD Tax Credit engagementsPerforms tax researchDrafts technical reports and correspondenceAssists with taxing authority audit defenseMentors staff and seniors

Qualifications:

Bachelor’s degree required; emphasis in Accounting, Business, Construction Management or Engineering preferredAdvanced degree preferred (e.g. MST, JD, or LL.M)CPA, JD, or LLM Taxation preferredMinimum of 4 years of related experience in RD tax credits or tax complianceExperience training and supervising Staff and SeniorsExcellent client service skills - internal and externalCritical thinking and problem solving skillsStrong research abilityStrong written and verbal communicationAbility to handle multiple priorities, tasks and simultaneous projectsProficient with Microsoft Office (Word, Excel, Access, Outlook)Willingness and ability to travel up to 20%

Here, you’ll be challenged and rewarded for leadership, technical excellence, and inspired perspectives. That’s why we offer opportunities to build your skills and explore your career in a supportive environment. At Moss Adams, where you take your career is up to you.

Moss Adams is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Moss Adams complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@mossadams.com.

Some local/state regulations require employers to disclose the pay range in job postings. While this is the typical range of pay for the position, actual pay may vary based on internal equity, knowledge, experience, skillset, and geographic location among other factors. It’s uncommon for an individual to be hired at the top end of the pay range. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, visit our careerspage.

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