Windham Brannon

Why Windham Brannon:

Windham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Offering more for your career…
Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. That’s why we prioritize the following for our people. 
•    Diversity, Equity and Inclusion Advisory Council that advocates for important employee initiatives
•    Dedicated learning and development budget for each employee
•    Coaches and talent advisors who are dedicated to your career growth and development, helping you thrive in the workplace
•    Referral, performance, and business development bonus opportunities 

Offering more for your life…
Our competitive benefits package is designed to positively impact your life outside of work. 
•    Hybrid and flexible work environment
•    Employer-paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
•    401(k) plan with company matching
•    PTO, paid holidays, and summer hours 

Offering more for your community…
Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not-for-profit organizations throughout the year.

WB has an exciting opportunity to help develop and lead a new Tax Incentives segment from the ground up. The group is currently searching for a manager to drive projects in the areas of federal credits including research and development (“R&D”) tax credits, fixed asset services including cost segregation studies and fixed asset outsourcing, and Green Building tax incentives such as Sections 179D and 45L. 

What you will do…

•    Collaborate with WB leadership and staff on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing, project execution, quality assurance review, and reporting 
•    Demonstrate in-depth knowledge of Research and Development tax issues, analyzing organizations, and maximizing the R&D tax benefit
•    Exhibit proven leadership and project management skills in managing client service teams and multiple projects in a fast-paced and interactive team environment to meet and exceed client expectations. 
•    Develop and review descriptions of qualified project activities and technical memos to support R&D credit positions 
•    Create and execute project work plans; develop appropriate quantitative and qualitative documentation to support project results
•    Communicate value propositions; manage resource requirements, project workflow, budgets, billing, and collections
•    Lead technical interviews with client personnel such as scientists and engineers
•    Identify value-added opportunities and work in a team environment to develop business
•    Research R&D credit statute, regulations, and case law 
•    Assist with IRS and state examination support of R&D credits 
•    Work with large, complex data sets to build models and leverage data visualization tools to provide insights to clients
•    Utilize digitization tools to reduce hours and optimize engagements
•    Develop, build, and manage client relationships through direct interaction with C-suite, tax and finance stakeholders, and business owners 
•    Provide timely and outstanding client service, exceeding client expectations 
•    Actively coach, mentor, develop, and train staff from a technical perspective as well as all facets of client engagement execution 

What you bring…

•    Required: CPA, Member of the Bar or other tax, technology, or finance-specific credentials 
•    Bachelor's degree in engineering or accounting, MST is a plus
•    Minimum: 5 years of related experience in R&D tax credits
•    Preferred: experience in public accounting or specialty tax credit firm
•    Diverse client base across several industries
•    Comprehensive technical skills with research credit regulations from the IRS, research credit case law, and utilizing R&D databases
•    Strong analytical, problem solving, critical thinking, and decision-making skills
•    Adept at handling multiple priorities, tasks, and simultaneous projects 
•    Technical proficiency and data management skills, including advanced Microsoft Excel and PowerBI
•    Ability to mentor and develop staff, including on the job technical training and coaching 
•    Exceptional client service and communication skills with a proven ability to develop and maintain outstanding relationships
•    Expected travel up to 50%