Client Development Manager Jobs in Reedley, CA (NOW HIRING)

Boos & Associates is growing, we were recently named one of the Fastest Growing Accounting Firms and Businesses in the Fresno area by the Fresno Business Journal. That growth has led us to expand to different markets and we are in need of a highly skilled and experienced R&D Manger to join our STS team. This role is open to candidates located in Fresno or Long Beach, CA office.

We are seeking a highly skilled and motivated R&D Manger to lead engagements related to Research & Development (R&D) Tax Credits studies. This role is responsible for leading client engagements, managing project teams, providing technical expertise, and supporting business development initiatives. The Manager will work closely with clients across industries to optimize their tax positions while ensuring compliance with federal and state regulations.

What you will do:

R&D Tax Credit:

• Lead and execute R&D tax credit projects, including identifying qualified activities, gathering and analyzing documentation, calculating qualified expenditures, and preparing technical narratives.
• Confirms accuracy of facts and sources where appropriate
• Oversee the preparation of technical reports and supporting documentation for tax credit claims.
• Composes effective research memos in support of projects / transactions
• Develop effective presentations for marketing and sales opportunities
• Monitor legislative and regulatory changes impacting R&D tax credit and advise clients on opportunities and risks.
• Ensures clients comply with applicable authorities
• Identifies options for minimizing client tax and reporting burdens
• Identifies “gray areas” and recognizes and communicates to partners related risks
• Completes accurately appropriate workpapers and tax returns forms
• Ensures firm risk management and tax quality control standards and protocols are met
• Communicates with clients and appropriate Core Tax Services, Assurance, and Consulting personnel regarding any issues
• Develops an in-depth understanding of the technical and practical issues and opportunities
• Develops, recommends, and implements solutions to provide clients maximum tax benefits
• Stays informed of new legal and factual developments affecting clients’ tax positions and identifies and communicates to partners effective approaches to optimize these positions
• Identifies and assists in maximizing all potential tax benefits
• Identifies process improvements regarding, e.g., the processes of identifying, documenting, and supporting benefits on exam and at appeals

Research

• Identifies all situations where research is necessary and conducts appropriate investigation on identified topics
• Confirms accuracy of facts and sources where appropriate
• Prepares studies of tax implications and outlines alternative courses of action to clients
• Composes effective research memos in support of projects / transactions
• Develops effective presentations for marketing and sales opportunities

Business Development:

• Support business development initiatives by identifying opportunities for additional STS services within existing client relationships.
• Assist with proposal development, presentations, and participating in client pursuits.
• Build and maintain strong professional relationships internally across service lines and externally with clients.

Supervisory Responsibilities:

• Effectively supervises and reviews the day-to-day work of STS Associates and Associates on assigned engagements
• Ensures STS Senior Associates, Associates, and Interns are well trained in all required areas
• Effectively evaluates the performance of STS Senior Associates and Associates and assists in the development of goals and objectives to enhance their professional development
• Delivers periodic performance feedback and completes constructive performance evaluations for STS Senior Associates, Associates, and Interns
• Acts as Career Advisor to STS Senior Associates and Associates

Qualifications, Knowledge, Skills and Abilities:

Education:

• Bachelor’s degree, required
• Degree in accounting, tax, or finance, preferred
• Masters degree, preferred
• Juris Doctorate (J.D.), preferred

Experience:

• Five (5) or more years of prior experience, required
• Prior experience supervising tax consulting professionals, required
• Experience in accounting, tax, or finance, preferred
• Prior experience in supporting IRS audits related to R&D or cost segregation, highly preferred
• Prior experience preparing and/or reviewing tax provisions, preferred
• Prior experience with corporate taxation, consolidations, and partnerships, preferred

License/Certifications:

• CPA certification, preferred
• Enrolled Agent, preferred

Software:

• Proficient in the use of Microsoft Office, especially Excel and Word
• Experience with tax related software and research databases

Other Knowledge, Skills & Abilities:

• Knowledge, skills, and abilities in the BIG tax area commensurate with the level of experience required above
• Excellent oral and written communication skills
• Superior analytical and research skills
• Solid organizational skills, especially ability to meet project deadlines with a focus on details
• Ability to successfully multi-task while working independently and within a group environment
• Proven ability to work in a deadline-driven environment and handle multiple projects simultaneously
• Capable of effectively managing a team of tax professionals and delegating work assignments as needed
• Capacity to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
• Ability to cultivate a positive team environment on engagements and contribute to the professional development of team personnel
• Executive presence and ability to act as primary contact on assigned engagements