Federal Tax Advisory Partner - CIM (R&D)

Location: San Francisco; hybrid workstyle aligned to an hirify.global office, with consistent onsite presence during core business hours and travel to client sites as required.

Company

hirify.global provides professional services to middle-market clients globally, including tax advisory services for technology companies.

What you will do

• Lead client service, relationship ownership, and capability leadership for complex federal tax credit and incentive matters in the technology industry.
• Lead teams conducting R&D tax credit studies, quantifying activities and costs, preparing documentation, and developing methodologies for past, current, and future credits.
• Lead tax planning and research, resolve complex tax issues, and provide recommendations related to R&D credits and other federal credits and incentives.
• Support IRS and federal and state controversy and appeals related to the R&D credit.
• Manage multiple engagements or client portfolios, including resources, quality, client expectations, profitability, billing, collections, and engagement economics.
• Develop client relationships and growth opportunities, collaborate across practices, and coach high-performing teams.

Requirements

• Bachelor's degree in Accounting or a related field from an accredited university.
• Active CPA license or equivalent professional credential in the state of residence or primary office.
• At least 12 years of tax experience in public accounting, with the ability to identify, sell, and deliver tax services to middle-market clients.
• Strong computer skills, including proficiency in Microsoft Excel.
• Ability to meet client service, quality, and performance expectations within applicable deadlines and firm and client standards.
• Clear, professional, and effective communication with firm personnel and clients in person, by telephone, and through electronic or written means.
• Effective project management skills, including managing multiple priorities, tasks, and projects simultaneously while meeting deadlines and maintaining accuracy and quality in a fast-paced client service environment.
• Ability to work in a professional office environment and, as required, at client sites, including sitting for extended periods and using computers and standard office equipment.
• Ability to maintain consistent onsite presence during core business hours, regularly report to a firm office, travel to client sites as required, and maintain access to reliable transportation.
• Ability to work extended or non-standard hours during peak periods or as needed.

Nice to have

• Experience with R&D Credits, Accounting Methods & Periods, or other Credits, Incentives & Methods services, including developing new client opportunities.
• Established technology-industry relationship network and experience serving technology companies.
• Success developing business, cultivating referral sources, and growing revenue through relationships, market visibility, and strategic business development.
• Experience leading client-facing growth initiatives within a Big 4 firm, national accounting firm, or corporate tax environment in a technology company.
• Experience advising large technology organizations with significant research, innovation, or tax credit opportunities.
• Ability to collaborate across specialty practices and solution sets to deliver integrated client solutions and cross-functional growth opportunities.
• Experience in public accounting and industry, with established professional networks and the ability to translate technical expertise into market-facing advisory relationships.

Culture & Benefits

• Hybrid workstyle combining office presence and in-person connection with flexibility based on client, team, development, and relationship-building needs.
• Competitive benefits and compensation package.
• Equal opportunity employment and reasonable accommodation for applicants with disabilities.