Research & Development Tax Credit Project Manager

The Research and Development (“R&D”) division of Source Advisors is seeking highly motivated individuals who are comfortable reviewing and understanding R&D activity in a wide variety of industries.  The Project Manager is responsible from start to finish on an R&D project. The Project Manager role is critical in helping Source Advisors’ clients identify, qualify and quantify R&D activities for federal and state R&D tax credits. The Project Manager will join our national team of dedicated R&D Tax Credit professionals. By properly identifying qualified research activities and associated costs, we help our clients maximize their investments in innovation and realize substantial tax savings.  A Project Manager’s main role is performing fieldwork related to qualifying and supporting Federal and State R&D credits. Fieldwork typically involves visiting the client location, interacting with company owners, touring client facilities, interviewing people involved in R&D, and gaining sufficient knowledge to qualify the R&D activity. The project manager is responsible for reviewing relevant facts, cost summary schedules, tax computations, and written reports. The project manager is also responsible for the overall quality of the final client deliverable.

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  • 1-3 years’ experience performing or managing R&D Tax Credit projects is preferred
  • Prior public accounting experience or experience in a manufacturing environment where product and process research and development are conducted is preferred


  • Adhere to the highest degree of professional standards and client confidentiality
  • Conduct interviews with client management and staff in order to gain a comprehensive understanding of client operations, processes and R&D efforts
  • Maintain active communication with client management and staff at all levels to manage expectations, gather required information, and ensure deadlines are met
  • Preparation final client deliverables


  • Bachelor’s Degree in Accounting, Finance, Engineering or Software
  • CPA certification or professional engineering experience highly preferred
  • Excellent written and verbal communication skills
  • Superior analytical skills and strong attention to detail
  • Ability to develop and maintain outstanding client relationships
  • Must have strong work ethic and high motivation and thrive in a high paced environment
  • Strong working knowledge of computer applications, specifically Microsoft Word and Excel

25% travel can be expected (COVID permitting)

Technical Writer

Source Advisors is looking for an individual who can turn complex thoughts into clear written content. An ideal candidate enjoys learning every day through the exploration of hard sciences including engineering, physics, chemistry, biology, and computer science. The R&D tax credit encourages innovation so exciting efforts are regularly revealed in this field related to emerging technologies and cutting-edge developments.

A Technical Writer at Source Advisors is responsible for writing persuasive, content-driven summaries based on specific qualification parameters. This includes:

Assisting in client interviews
Reviewing client interview notes
Writing R&D technical documents for various industries
Researching technical industry data
Organizing supporting documentation into clear, easy to read reports
Preparing and editing documents to ensure adherence to quality and formatting standards