Leads and delivers projects that help clients identify, document, calculate, and secure a variety of Federal and state income tax incentives
Manages key project workstreams, analyzes financial and technical data, conducts tax research, supports audit defense, and prepares and reviews technical deliverables
Serves as a primary point of contact for clients, collaborates with cross-functional tax teams, and provides guidance and review for Consultants on the team
Facilitates knowledge sharing and contributes to process improvement across the practice
Develops and supports client proposals, planning strategies, and deliverable presentations
Analyzes expenses and activities for qualification under a variety of tax incentive programs

Bachelor’s or Master’s degree in Accounting, Finance, Business, Engineering, Science, or related field
Minimum of one to four years of Federal income tax, tax incentives, R&D credit, or related tax consulting experience
Strong analytical, communication, writing, and project coordination skills
Proven ability to manage workstreams, lead client interactions, and review team deliverables
Advanced knowledge of Microsoft® Excel, Word, Access, PowerPoint, Outlook, and web-based research tools
Familiarity with legal/technical tax research platforms preferred
Valid driver’s license required

Senior Consultant, R&D Tax Credits

Key skills