
Results-driven Tax Manager with 12 years of expertise in US R&D tax credits, focusing on IRC Section 41 and Section 174. Leads a team of 17, managing a $1.8M portfolio while enhancing offshore delivery and stakeholder relationships. Pioneered AI-driven innovations and developed the Agile Research Credit Analyzer (ARCA), demonstrating leadership in strategic delivery, talent development, and process transformation.
● Prepared US federal and state R&D tax credit calculations under IRC Section 41, including QRE and wage analysis.
● Conducted tax research to evaluate qualifying research activities, ensuring compliance with US tax regulations.
● Managed engagement deliverables and prepared workpapers, ensuring accuracy and timely completion of tax projects.
● Reviewed supporting documentation, resolved data discrepancies, and incorporated review feedback.
● Collaborated with US engagement teams and mentored junior team members in technical analysis and delivery.
● Processed vendor invoices, purchase orders, and payment transactions in accordance with company policies and procedures.
● Performed invoice verification, account reconciliations, and discrepancy resolution to ensure accurate financial records.
● Managed vendor queries and coordinated with internal stakeholders to resolve payment and invoice-related issues.
● Supported month-end closing activities, accounts payable reporting, and outstanding invoice tracking.
● Ensured compliance with internal controls, financial policies, and accounts payable procedures.
US R&D Tax Credits – IRC Section 41
Key Achievements