Burkland

Implementation Specialist

• Own end-to-end ERP implementations for Burkland clients, including chart of accounts design, module configuration, workflow automation, and user acceptance testing. Document implementation decisions and maintain project trackers throughout each engagement.
• Evaluate existing ERP environments and identify gaps, inefficiencies, or misconfigurations. Recommend and execute improvements to reporting structures, dashboards, and custom workflows to align the system with each client's business model. Deliver training sessions, create user documentation, and proactively surface system improvements that align with client growth milestones
• Support the monthly close process within client ERP systems including journal entries, reconciliations, revenue recognition (ASC 606), and financial reporting. Ensure the system accurately reflects the client's accounting policies and audit requirements.
• Manage data migrations from legacy systems (QuickBooks, Xero, spreadsheets) into modern ERP platforms. Collaborate with tech and product teams to scope and oversee third-party integrations (Stripe, Brex, Ramp, Salesforce, etc.) using native automation tools or iPaaS solutions.
• Identify opportunities to streamline financial workflows through automation and cross-functional collaboration. Stay current with platform releases, best practices, and the evolving startup finance tech stack.

ERP Implementation Specialist

• Analyze and accurately prepare and/or review required federal (including international forms), state, and local corporate income tax returns.
• Organize client files and manage client communications to keep engagements on track.
• Stay current with tax legislation and regulations affecting clients and adapt strategies accordingly.
• Monitor client businesses and collaborate with managers to develop timely, relevant tax advice.
• Assemble and maintain accounting and tax records to support filed returns and financial statement accounting.
• Prepare and deliver R&D Tax Credit Studies end-to-end — including Sec 174 calculations, work papers, technical interview documentation, and R&D Study Reports — for a range of software and biotech clients.
• Grow your understanding of relevant technical industries (particularly Software and Biotech) to accurately identify and support qualified research activities.
• Review financial statements to surface R&D opportunities for clients.
• Work with managers to develop R&D credit strategies and stay current with evolving guidance and legislation.
• Manage multiple R&D projects and update the team project tracker regularly and efficiently.
• Learn and master our suite of software tools across both practice areas.

ERP Implementation Specialist

Direct Tax & R&D Associate