Josh Fattore
Role: GM, Specialty Tax Incentives
Area of Expertise: R&D Tax Credits (qualification and substantiation, plus R&D tax credit software development)
Notable Experience:
- Leads client engagements as an R&D Tax Credit Senior Manager at Exactera and researches globally emerging R&D tax incentives
- Works with the development team to build Exactera’s R&D tax credit solution
- Began his R&D career at PwC on the Specialized Tax Services (STS) team, spearheading R&D tax credit engagements across manufacturing, engineering, software/technology, and life sciences
- Served on PwC’s Research Credit Solution (RCS) software development team, translating key R&D tax credit concepts for developers and defining platform functionality
Overview
Professional Bio
As General Manager of Exactera’s Specialty Tax Incentives, Josh Fattore leads client engagements, oversees research on global emerging R&D tax incentives, and drives the development of Exactera’s R&D Tax Solution. With over 10 years of experience in R&D tax credit qualification, substantiation, and software development, Fattore brings deep expertise across a wide range of industries, including financial services, software development, pharmaceuticals, chemical manufacturing, integrated circuit and battery manufacturing, automotive, retail, construction, and food and beverage. Before joining Exactera, Fattore began his career at PwC on the Specialized Tax Services team, where he spearheaded R&D tax credit engagements and contributed to the development of PwC’s Research Credit Solution platform.
Education: BS in Business, with concentrations in accounting and psychology, from Bryant University.