Kruze Consulting

R&D Tax Analyst

Kruze Consulting

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $80,000 - $90,000 per year

About the role

  • 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

Requirements

  • 2+ years of full-time experience in corporate tax
  • Bachelor’s degree in Business Administration, Accounting, Finance, or Economics
  • Meticulous attention to detail – able to follow through and execute on a high volume of nuanced tasks
  • Ability to work with a strong sense of urgency in a fast-paced setting with a wide variety of tasks
  • Strict adherence to deadlines – understanding that governmental agencies don’t make exceptions
  • A love of rapidly changing technology/software solutions that maximize efficiency and deliver firmwide value
  • Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time)
Benefits
  • Fully Remote – We’ve completely embraced and invested in remote work and know the benefits. Save time, save money, and decrease stress. Our experience shows that remote work fosters a healthier work/life balance for our people. We do get together once a year for an annual offsite meeting, but it’s optional.
  • Flexibility/Autonomy - Need to run to an appointment, your child's school, or just want to take a walk outside? No problem. If your clients’ needs are met and your work gets done on time, enjoy!
  • Stability – While we serve startups, we aren’t one. We’ve been around for almost a decade enjoying controlled growth over that time. We don’t over-hire, and thankfully, we’ve never had to do a reduction in force. Our service offering is niche, accounting is essential to businesses, and the potential market for our services is diversified/vast.
  • High-Quality Colleagues - We’re a diverse bunch, experts in our respective fields, and eager to help each other and clients. We care about each other as whole human beings.
  • High-Quality Clients - We work exclusively with venture-funded technology startups and early-stage companies who are creating some of the most exciting and transformative products and services in the world! (We also have a “no jerks” policy; our clients treat our people professionally and respectfully.)
  • Purpose/Meaningful Work – Not your average accounting role. Kruze professionals get to work with innovative startups that are disrupting their respective industries and creating the products and services of tomorrow. Like proud parents, we derive vicarious enjoyment as our clients grow, get additional rounds of funding, and ultimately get acquired by Fortune 500 firms.
  • Professional Development – You’ll gain exposure to many types of clients and industries including SaaS, eCommerce, Healthcare, Biotech, Crypto/Blockchain, and Manufacturing. At Kruze, you’ll have the opportunity to learn multiple disciplines and work with a wide variety of high-visibility clients and find your passion.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial statement analysistax return preparationR&D tax credit calculationstax law researchForm 6765 preparationForm 8974 preparationbilling process assistanceworkflow managementclient consultationtax software CCH Axcess
Soft Skills
attention to detailstrong follow-upsense of urgencydeadline adherencecommunicationcollaborationorganizational skillsadaptabilityproblem-solvingtime management