Kruze Consulting

• Conduct Zoom and phone call interviews with clients
• Gather and analyze financial statements and tax returns
• Prepare R&D tax credit workbooks for client meetings
• Prepare R&D tax credit study quotes for clients
• Prepare and review R&D tax credit calculations
• Communicate R&D tax credit laws and eligibility to clients; consult with Managers when higher level expertise is necessary
• Research and assess professional backgrounds as applicable to R&D tax credit eligibility
• Construct and maintain R&D tax credit client statuses and workflows
• Provide consistent, strong follow-ups to ensure deadlines are met
• Prepare Form 6765 with tax software CCH Axcess
• Prepare Form 8974 with PDF Editor
• Review calculations and studies prepared by the R&D tax team
• Coordinate with the Income Tax team
• Collaborate and follow up with payroll providers and PEOs to ensure proper R&D tax credit disbursements
• Meet with Manager(s) weekly to discuss new, in-progress, and upcoming assignments
• Research tax law changes impacting the R&D tax credit and implement any necessary changes
• Assist with the billing process to ensure accurate, timely completion

R&D Tax Analyst

Revenue Operations

• Build, document, and maintain scalable revenue operations processes that support Sales, Marketing, Accounting, and Tax teams.
• Improve how we use Salesforce Sales Cloud, Marketing Cloud, and related GTM tools, including automation for sales development and lead generation.
• Support Salesforce administration (workflows, configuration, and integrations) to improve data quality and efficiency.
• Maintain clear documentation for RevOps processes, workflows, and data definitions.
• Ensure accurate, consistent data across Salesforce and connected systems for outreach, reporting, and analysis.
• Analyze inbound and outbound funnels to identify bottlenecks, improve conversion rates, and uncover growth opportunities.
• Build and maintain reports and dashboards that show key performance metrics and pipeline health.
• Help refine pipeline and revenue forecasting models and measure campaign performance and attribution.
• Regularly review workflows, processes, and automation to simplify, standardize, and scale.
• Contribute to special projects that enhance our revenue operations function (e.g., territory design, quota support, sales compensation analysis).
• Stay up to date on revenue operations trends and suggest new tools, processes, and analytics.

R&D Tax Analyst

RevOps Analyst