Kruze Consulting

Controller

• Prepare and analyze financial statements, including balance sheets, income statements, and cash flow statements
• Generate accurate and comprehensive financial reports for management and stakeholders
• Review and evaluate the work of other accounting staff working on the same client
• Maintain the integrity of the general ledger by recording, reconciling, and analyzing transactions, as well as having primary responsibility for final sign off on the ledger
• Analyzing financial information and summarizing financial status
• Build and maintain strong relationships with clients, acting as their primary point of contact for financial matters
• Provide due diligence support to clients for audits, fundraising, and M&A activities
• Monitor, analyze, and report on key financial metrics, trends, and variances
• Provide client management with accurate and timely financial information for decision-making
• Conduct financial analysis to support client business initiatives, investment decisions, and cost optimization efforts
• Provide financial insights and recommendations to client management to support strategic planning and decision-making

Senior Controller

• 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

Senior Controller

R&D Tax Analyst