Why Ryan? Competitive Compensation and Benefits Home Office Stipend Business Connectivity Reimbursement (Phone/Internet) Gym Membership or Equipment Reimbursement LinkedIn Learning Subscription Flexible Work Environment Tuition Reimbursement After One Year of Service Accelerated Career Path Award-Winning Culture & Community Outreach The Federal Income Tax, Research and Experimentation (“R&E”) Tax Credit (“Director”) is responsible for assisting clients in identifying and claiming R&E [commonly known as Research and Development (R&D)] tax credits and defending those credits when necessary in the context of an audit by the Internal Revenue Service (IRS) and/or state tax authorities. This role includes supervising tasks such as on-site field work, credit calculation and deliverable development, as well as researching tax law and relevant court cases. This role has direct supervisory responsibilities. Duties and responsibilities, as they align to Ryan’s Key Results People: Actively participates in business development activities – directing the staff in completing feasibility studies, and developing proposals, presentations and planning strategies. Oversee the construction of tax technical and study related training materials for the practice. Train and supervise subordinates and check work for accuracy and completeness. Lead and monitor hiring and termination efforts for the team of all Manager and below level direct reports. Act as direct liaison between the team and Human Resources to effectuate all internal team employment matters (including, but not limited to, overseeing performance review and raise process, monitoring approved absences, etc.). Set, communicate and monitor team performance goals and motivate team to meet or exceed the same. Client: Act as direct client contact with C-Suite level individuals and work to maintain and foster good client relationships. Prepare for, attend and participate in Client Prospect meetings/phone calls designed to explain the R&D Tax Credit services and achieve client engagement Draft Engagement Letters, extensions and other client contracts for the provision of R&D tax credit services. Oversee the invoicing of clients for work performed by the group and allocation of internal bonus related compensation and works with Accounts Receivables team to monitor and follow-up on receipts of payment. Performs the following specific study related duties. Develop project work plans and scheduling associated project deliverables Performing or supervising field work, including touring client facilities, conducting interviews of client technical personnel, investigating relevant facts, gathering and analyzing large volumes of accounting cost data for qualification under Section 174 and Section 41, creating or reviewing large complex calculation databases using Microsoft® Excel and/or Microsoft® Access, and drafting or reviewing detailed project interview reports. Responding to client requests and corresponding with clients to meet deliverable deadlines. Participating in meetings with client tax department personnel. Preparing and reviewing R&E credit calculations and R&E deliverables. Value: Perform tax technical research of relevant tax law and court cases for federal and state research credit claims. Oversee the creation and provision of thought leadership activities (i.e., scholarly publication and speaking engagements related to the R&D Tax Credit). Oversee the forecasting of yearly team revenue, team census and other practice planning activities at the direction, and with the assistance of, the group’s Practice Leaders. Coordinate with Engagement Principals for the prosecution of all study related duties necessary to complete an R&D Credit Study Engagement Education and Experience: Bachelor’s or Master’s degree in Accounting and/or Finance, and/or Engineering or Science, and/or Juris Doctorate. Must be, or achieve, Enrolled Agent status on date of hire/promotion or within 6 weeks of ascendancy to position. Previous R&E/ R&D tax credit experience required. Previous tax professional services experience. Prior supervisory experience required. Professional Skills: Excellent organization and time management skills with the ability to direct and teach others the same. Excellent written and oral communication skills. Proficiency in Microsoft® Excel, Microsoft® Word, Access, PowerPoint, Outlook, and Internet navigation and research. Ryan offers outstanding opportunities to work in a dynamic, rapidly expanding tax services firm serving the world’s most respected Global 5000 companies. Our innovative work environment, accelerated growth path for high performers, competitive benefits package, and outstanding earning potential provide the most rewarding career experience available in the industry. Ryan employees are given the freedom to do their best work in the way they work best. With a clear understanding of expectations and accountabilities, our employees are given ownership of their time and flexibility to meet the demands of their professional and personal lives. Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States and with Ryan LLC (i.e., H1-B visa, F-1 visa (OPT), TN visa or any other non-immigrant status). Job duties related to this role are to be conducted in a manner that adheres to privacy laws, as well as follows internal governance related to protecting confidential information and trade secrets, and to securing data and company records. Equal Employment Opportunity/Affirmative Action/Accommodation Ryan, LLC is an equal opportunity employer and is committed to compliance with all applicable laws prohibiting employment discrimination. It is our policy to take all employment actions and make all employment decisions without regard to race, color, religion, creed, gender, sex (including pregnancy), affectional or sexual orientation, gender identity or expression, national origin, ancestry, age, marital status, citizenship status, genetic predisposition or carrier status, disability, military status, status as a disabled or other protected veteran or any other protected status under applicable law. It is Ryan's policy to make reasonable accommodation for qualified individuals with disabilities. Please contact our People Group at 972.934.0022 or peoplegroup@ryan.com if you are interested in applying and need assistance to submit your application, or if you are interested in a position and believe you may require a reasonable accommodation in order for you to perform its essential functions. Click here to view the entire EEO poster and supplement. *Notice to Canada Candidates – In accordance with the Accessibility for Ontarians with Disabilities Act (AODA) and the Canadian Human Rights Act, Ryan ULC will provide accommodation, accessible formats and communication supports for the interview upon request. Ryan welcomes and encourages applications from people with disabilities*. Please access our Privacy Notice in relation to this at the following link for additional information on how we protect and handle personal information. To change or modify any personal information previously provided, please click here to access our Data Subject Access Request form.