Supervisor, Research and Development Tax Credits

Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on. CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C Essential Functions & Primary Duties: * Assisting with R&D practice projects, including researching, gathering data and analyzing R&D tax matters and financial reports. * Supporting R&D project completion and delivery. * Project development and support of new business. * Understanding of tax principles. * Managing multiple tasks and client needs. * Preparing reports and other documents as required. * Extensive writing and documentation gathering. * Interfacing with clients and approaching client interactions with maturity and discretion. * Demonstrating excellent team skills, positive attitude and high ethical standards. * Leading interviews to understand and identify qualified activities to substantiate the R&D tax credit * Analyzing complex client data utilizing MS Excel, and other tax software products, to compute Federal and State R&D tax credits. Preferred Qualifications: * Progress towards MST, CPA, EA or JD designation. Minimum Qualifications Required: * Bachelor's degree in Accounting, Taxation or related field * 4+ years dedicated tax or related specialty tax credit experience. * Excellent oral and written communication skills. * Must be a self-starter and be able to work remotely and independently. * Strong computer skills and proficiency in Microsoft Office and other tax related software products. * Ability to travel and work at office locations around the Firm and client locations (flexible up to 20% overnight travel). #LI-DNI

Created: 2025-02-11