Incentives Tax Manager, Exactera
Intelligent tax compliance solutions
Open for applications
Intelligent tax compliance solutions
101-200 employees
Open for applications
101-200 employees
Company mission
To empower tax professionals through reimagined technology-driven solutions.
Role
Who you are
- Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus
- 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus)
- Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment
- Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders
- Demonstrated people leadership: training, supervising, and reviewing work for quality
- Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation
What the job involves
- As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support
- In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable
- Day-to-Day Responsibilities (Primary Emphasis: R&D):
- Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams
- Lead and participate in client interviews to identify qualifying activities and expenses
- Own project execution: status updates, timelines, technical issue-spotting, and deliverable management
- Collect, format, and analyze large datasets to build complex calculation models and support credit positions
- Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness
- Mentor, train, and supervise junior team members; ensure consistent quality and best practices
- Additional Incentives / Depreciation Responsibilities:
- Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables)
- Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables
- Assist clients with Section 174 capitalization/amortization modeling and documentation support
- Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support)
Our take
The increasingly complicated regulations behind taxation result in considerable human error and, due to the nature of this sector, these simple mistakes can have detrimental financial consequences. Exactera, formerly known as CrossBorder Solutions, provides cloud-based solutions that aim to help tax professionals navigate this landscape, with tools such as automated transfer pricing compliance.
Through its cloud-based platform, an advanced AI advisor supplies efficient and inexpensive approaches that keep up with the ever-changing tax landscape, allowing users to avoid the costly consequences of human error. Exactera has received considerable funding towards accelerating its next phase of growth, as it moves forward with its new brand identity and executive leadership.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-44% employee growth in 12 months
Company
Company benefits
- Medical, Dental, Vision
- 401K
- Flexible Spending Account
- Paid Maternity Leave
- Generous Vacation Policy
Company HQ
Greenburgh, Tarrytown, NY
Leadership
Robert Schulte
(CEO)CEO since 2025. Also Board Advisor (M&A) at Taxually, Venture Advisor at AI Fund, Entrepreneur in Residence at Pioneer Square Labs, Managing Partner at Strassa and part-time Lecturer at Fowler College of Business at San Diego State University.
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