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 and collaborates with cross-functional tax teams.
Provides coaching, mentoring, and on-the-job training to Consultants.
Reviews work performed by Consultants to ensure accuracy, completeness, and alignment with project standards.
Develops and supports client proposals, planning strategies, and deliverable presentations.
Analyzes expenses and activities for qualification under various tax incentive programs.
Supports and may lead audit defense activities.

Bachelor’s or Master’s degree in Accounting, Finance, Business, Engineering, Science, or related field.
Minimum of two 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, Small Medium Business Incentives

Key skills