Tax Manager

Tax Manager

Southfield, MI | Potential Remote Available 

Submit your resume and questions confidentially to dstogiannes@dstadvisorygroup.com. 

The Company:

DST is a rapidly growing, dynamic practice, where integrity and quality of work are paramount.  We are an organization made up of multi-industry professionals, who work together in an harmonize, stable and rewarding way.   We are a fun place to work because of our happy clients and excited staff.  We’re looking for people who want to be a part of one of our flexible and fun, and rapidly growing company.

By coupling taxation and financial knowledge with engineering/scientific experience, DST helps its clients structure a technically credible claim, while maximizing their credit entitlement. In addition, DST has nationwide experience with various IRS offices, which allows for the quick integration of reporting requirements and best practices as part of DST advisory services.

DST has the energy and spirit of a start-up environment paired with years of industry knowledge and expertise in the field of Research Tax Credits.  DST’s culture is fun, focused, and customer-oriented, and moves swiftly without the bureaucracy of a large firm.  DST looks for people who are driven, impactful and seek to make a difference in their clients’ business.  As a small firm, DST brings superior customer service which drives long-lasting relationships which leads to repeat business.  Individuals who bring energy, enthusiasm, and an entrepreneurial spirit to their work will thrive at DST.

Learn more about DST here: www.dstadvisorygroup.com.  

The Position:

We are looking for a Tax Manager to work as part of the multi-disciplinary team. This role with work directly in our Operations team to lead Research and Development (R&D) tax credit studies with a team of professionals with tax, engineering or project management background. 

Your experience with managing R&D studies will enable you to mentor your team and provide context to training opportunities to more junior team members, both formally and informally through internal review of work product. One of DST’s core values is relationships, so a large portion of this position is making sure that good communication is maintained internally and externally so that relationships are built and maintained.  We value our great culture of communication and transparency at all levels. 

Principal Responsibilities:

• Leading Client interviews and discussions, assessing the applicability of R&D tax credit

• Assessing qualifying nature of activities and expenses

• Determining any limitations in utilization or legislation

• Performing technical research at federal and state levels

• Developing knowledge of R&D applications by industry

• Assist in and conduct initial interviews with Client to understand operations and R&D applications of the company and to identify Qualifying Research Activities

• Preparation of accurate credit calculations, including data gathering, development of calculation templates, and preparation of the related tax forms, at the federal and state level for multiple clients simultaneously in accordance with deadlines as required

• Conduct in-depth interviews with Client personnel to gain high-level understanding of qualifying activities and process of experimentation utilized by technical staff

• Perform audit support for clients as necessary, including preparation of schedules, drafting responses to IRS inquiries, participating in meetings with IRS agents to support R&D credits claimed, and other audit support as required

• Develop and sustain excellent client relationships to ensure timely reception of supporting data and perform regular status updates as the study progresses toward completion in accordance with project deadlines

• Resolves conflicts and provide solutions to customers in a timely manner

• Builds client relationships, maintains smooth working relationship with clients

• Effectively communicates all technical material to clients, verbally and in writing

• Appropriately manages risk and ensures quality control procedures are being executed

• In addition, performing engagement management activities including billing analysis, clearly communicate work plan and project objectives to project team

EDUCATION: 

• Prior experience working on Research Tax Credit engagements

• A bachelor’s degree in Accounting, Finance, Economics or a STEM discipline

• Advanced Degree: MA/MS, JD or LLM, Licensed Certified Public Accountant (or in the process of pursuing)

EXPERIENCE: 

• Minimum of 5 years of experience in Research Tax Credit consulting services

• Strong analytical, planning and problem-solving capabilities

• High proficiency in spreadsheets

• Strong writing skills

• Ability to simultaneously work on several projects and effectively manage deadlines

• Ability to work independently with minimal supervision

• Detail-oriented and possess strong organizations skills to excel in a deadline-driven environment

• High motivation to learn and grown

• Ability to deliver excellent customer experience, including excellent technical written and oral communication skills

• Candidates should expect up to 30 percent within US