Who we are looking for

We are seeking an experienced and detail-oriented R&D Tax Credit Manager to lead the identification, documentation, and computation of U.S. Federal and State R&D tax credits. This role will be responsible for managing the end-to-end process, collaborating with cross-functional teams, and ensuring compliance with IRS regulations. The ideal candidate will have a strong understanding of the R&D credit under IRC §41, experience in financial services, and the ability to translate technical activities into tax-qualifying documentation.

What you will be responsible for

• Lead the annual preparation and filing of the U.S. Federal R&D Tax Credit (Form 6765) and applicable state credits.

• Collaborate with business units, technology teams, and finance to identify qualified research activities and expenditures.

• Partner with advisors to apply the IRS four-part test to assess eligibility of projects and activities.

• Develop and maintain robust documentation to support credit claims, including technical narratives, time tracking, and financial substantiation.

• Manage relationships with external advisors and auditors, including responding to IRS and state inquiries.

• Monitor legislative and regulatory developments related to R&D incentives.

• Support internal controls, process improvements, and audit readiness initiatives.

Education & Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, Tax, Engineering, or related field; CPA or JD preferred.

  5+ years of experience in a large corporate or Big 4 environment.

  Experience in the financial services industry is highly desirable.

  Excellent project management, analytical, and communication skills.

  Proficiency in Microsoft Excel, PowerPoint, and tax compliance software.

What we value

These skills will help you succeed in this role

• Familiarity with project management tools (e.g., Jira, Confluence) and time-tracking systems.

• Ability to translate complex technical concepts into tax-appropriate language.

• Strong interpersonal skills and ability to work cross-functionally.

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

Salary Range:

$90,000 - $142,500 Annual

The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.

Job Application Disclosure:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.