Key skills
RCommunicationTime Management
About this role
Role Overview
- Assist the Director in directing a team of senior consultants and consultants.
- Help clients identify and claim R&E tax credits.
- Assist in defending those credits in audits.
- Diagnose, develop, and implement solutions for client tax needs.
- Direct tax research, formulate tax plans, train new staff, senior consultants, and consultants, and perform tax reviews.
- Conduct QA/QC reviews of R&D tax credit studies for accuracy and completeness.
- Support quality control for cost segregation, §179D, and §45L studies.
- Assist in developing review protocols and training materials.
- Maintain a small book of studies to stay technically sharp.
- Participate in client calls and provide technical support as needed.
Requirements
- Bachelor’s degree in Accounting, Finance, Engineering, or related field.
- 3+ years of experience in federal tax incentives, especially R&D credits.
- Strong attention to detail and documentation standards.
- Effective communication and organizational skills.
- Must have excellent organization and time management skills, strong communication skills, and willingness to learn and be a team player.
- Expert level knowledge of Microsoft® Word, Access, Excel, PowerPoint, and Outlook, as well as Internet navigation and legal/technical tax code research tools.
- Valid driver's license required.
Benefits
- Hybrid Work Options
- Award-Winning Culture
- Generous Personal Time Off (PTO)
- 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)
- Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement
- Benefits Eligibility Effective Day One
- 401K with Employer Match
- Tuition Reimbursement After One Year of Service
- Fertility Assistance Program
- Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service