WHAT YOU'LL ACTUALLY DO

Review and sign off on R&D studies our team builds (you're the technical authority, not the data-entry clerk) Own the Section 41 defensibility of every study that goes out the door Advise on §280C elections, payroll tax offset for QSBs, and state R&D stacking (UT, CA, AZ — the big ones for our book) Sit in on client calls where the credit is > $50K and the client wants a CPA in the room Help us kill studies that shouldn't be filed (we'd rather lose a fee than lose a defense) You are NOT going to: Chase clients for source documents Do bookkeeping Tax Prep

WHAT YOU NEED TO HAVE

Non-negotiable:

Active CPA license (any state — we're remote-friendly) 5+ years hands-on R&D tax credit work — not \"exposure,\" not \"supervised\" — hands on the return You can name three Section 41 court cases without looking them up You've survived at least one IRS R&D exam and can explain what you'd do differently Nice to have: JD/LLM tax on top of the CPA Experience with the ASC method AND regular credit method (and know when to use which) Prior work at a specialty R&D firm (alliantgroup, KBKG, Source Advisors, Engineered Tax Services, Clarus, Strike, Neo.

Tax — we know the playbooks, we'd rather you already do too)

Deal-breakers:

\"I've done a few R&D credits for software clients\" — not enough You use ChatGPT to write your technical narratives (we use AI too, but you need to know when it's wrong) You think §174 is still a five-year amortization (it's not, keep up)

WHAT WE PAY

We don't post ranges publicly because the right person is worth more than the range and the wrong person is worth less than the floor. But here's the shape: Base commensurate with senior-manager-at-a-Big-4-R&D-group money Performance bonus tied to study throughput AND defense record (we pay for BOTH volume and quality — you can't game one without the other) Hybrid, flexible hours, no billable-hour tyranny If you're currently at a specialty firm eating 2,400 billable hours to hit bonus, we will pay you more to do less of the work you hate and more of the work you actually got into tax to do.

HOW TO APPLY

Do NOT send a resume as your first move. Everyone sends a resume. Resumes tell me where you worked, not whether you can think. Send an email through Indeed with the subject line: \"R&D CPA — [Your Name]\" In the body, three things: 1. Three sentences on the most interesting R&D credit you've ever defended. What was the QRE, what was the challenge, how did you win (or lose, and what you learned). 2. One paragraph on where you disagree with the industry. Something you think most R&D firms get wrong. Be specific. \"Contemporaneous documentation matters\" is not an answer — everyone says that. 3. Your resume, LinkedIn, or a link to your work. In that order of preference. Read this whole ad before applying. If you send a generic cover letter, I'll know you didn't, and I'll pass. It's not personal — it's just the first filter. ---

Deadline:

Rolling. We're hiring one person. When we find them, this ad comes down.

Timeline:

If you're a fit, you'll hear back within 72 hours. First conversation is 30 minutes with me The managing partner. Second is a live technical case with our tax lead. Third is a paid trial engagement — one real study, we pay you your day rate, you get to see how we work and we get to see how you think. If everyone's happy after the trial, offer letter goes out that week. If you've read this far and you're already writing the email in your head — we should probably talk. Quartermaster Tax Management •

Charlotte, NC Pay:

$100,000.00 - $150,000.00 per year

Work Location:

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