R&D Tax Principal Accountant

US-MI-Sterling Heights
2 weeks ago
Job ID
Experienced Hire
Yolanda Rountree

Position Summary

The Principal is a Firm leader who has mastered the skills and requirements of the manager role and has demonstrated a capacity to take on greater responsibilities.  The Principal may either be a subject matter expert or client service expert. The Principal assists the partner(s) in assuming overall responsibilities in a variety of areas, including: engagement management & client service, practice development, discipline & industry expertise, external activities & networking, leadership, and people development.


  • Conduct research and development tax credit, federal credits and incentives studies
  • Draft memoranda related to R&D tax credit and technical reports
  • Travel to clients and conduct client interviews
  • Prepare client tax credit calculations and data analysis
  • Prepare written technical narratives
  • Serves as a subject matter expert in discipline or industry
  • Demonstrates excellence in most advanced technical skills
  • Complies with pronouncements of professional and other regulatory groups, and enlightens and teaches the impact of such pronouncements to all staff. 
  • Continues to develop industry expertise and stays abreast of industry news; contributes to staff development by sharing industry knowledge
  • Recognizes complex technical issues, reaches appropriate conclusions and applies authority to support conclusions.
  • Participates in client related planning, where appropriate
  • Effectively communicates all technical material to clients, verbally and in writing
  • Proficient in use of necessary discipline software and applications.
  • Demonstrates excellence in client service and business acumen
  • Ensures top quality client service and oversees total engagement activity
  • Recognizes needs and issues pertinent to client activity and follows through to implementation.
  • Maintains designated chargeable hours for the year (determined by Geography & Discipline leaders)
  • Maintains effective realization rates of fees (determined by Geography & Discipline leaders) 
  • Assists partner in managing effective billing and collections
  • Appropriately manages risk and ensures quality control procedures are being executed on all engagement activities
  • Ensures efficient and profitable execution of engagement financial management 
  • Builds client relationships; maintains smooth working relationship with clients and solicits client input on satisfaction


  • Generates new business annually, from new & existing clients (determined by Geography, Discipline and Industry leaders)
  • Solicit internal experts from across the Firm to assist in marketing & selling firm services to existing clients
  • Is actively involved in community, social, business and professional organizations, to generate referral sources
  • Is actively involved in product development and product sales that will enhance market opportunities to generate revenue (determined by Discipline and Industry leaders)
  • Actively promotes the Firm in all venues
  • Represent the firm and area of expertise by making presentations at third party events.
  • Participates in mentoring, training, recruiting, retention and team-building activities
  • Effectively develops, supervises, trains, coaches, and mentors staff
  • Completes performance reviews constructively and timely, both written and oral, as well as provides ongoing feedback throughout the performance year
  • Effectively manages people with poise and professionalism during stressful times, especially during peak periods of client engagement and deadlines
  • Promotes the ideals, values, mission, and vision of the firm.
  • Commands respect as a leader; acts like a role model
  • Conducts self with the utmost professionalism and demonstrates respect towards others
  • Respects and embraces diversity; looks to build a One-Firm team spirit amongst staff
  • Maintains appropriate compliance with all firm wide and local office policies and procedures
  • Promotes the most efficient operations of the Firm and supports compliance guidelines in managing others
  • Assists Partners in managing administrative activity

Experience and Education


  • Minimum Bachelor’s degree:
  • Bachelor’s in Accounting for Audit or Tax
  • Related Business Degree for Consulting


  • 9+ years in accounting
  • Public accounting preferred

License / Certification

  • Must be a CPA for Audit, Tax Accounting; Respective similar certification for consulting
  • Must maintain required CPE credits annually
  • May possibly have other industry or specialization certification

Legal / Compliance

  • Must complete firm wide Non-Compete, Non Solicitation agreements or similar applicable documents
  • Must complete acknowledgement of Corporate Policy and Compliance Manual
  • Must complete acknowledgement of Employee Manual document
  • Must complete acknowledgement of Independence Guidelines and Ethical Standards document
  • Government engagements require applying for and receiving a security clearance from the United States government


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