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About the role
Key responsibilities & impact- Lead teams and manage client accounts
- Focus on strategic planning and mentoring junior staff
- Oversee project success and maintain elevated standards
- Motivate, develop, and inspire team members
- Leverage team strengths to meet client expectations
- Identify opportunities that contribute to the firm's success
- Embrace technology and innovation in service delivery
- Foster a culture of integrity and authenticity
Requirements
What you’ll need- Bachelor's Degree
- 4 years of experience
- CPA, Member of the Bar, Enrolled Agent or other approved tax, technology, or finance-specific credentials may qualify for this opportunity
- Knowledge of R&D tax issues
- Skills in analyzing organizations for R&D tax benefits
- Technical skills with research credit regulations
- Experience with R&D databases
- Proficiency in client relationship management
- Proficiency in project workflow and budgeting
- Leadership in coaching and providing feedback
- Automation and digitization proficiency
- Knowledge of pricing strategies
Benefits
Comp & perks- medical
- dental
- vision
- 401k
- holiday pay
- vacation
- personal and family sick leave
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
R&D tax issuesanalyzing organizations for R&D tax benefitsresearch credit regulationsR&D databasesclient relationship managementproject workflowbudgetingautomationdigitizationpricing strategies
Soft Skills
leadershipcoachingproviding feedbackstrategic planningmentoringmotivatingdevelopinginspiringfostering integrityembracing innovation
Certifications
Bachelor's DegreeCPAMember of the BarEnrolled Agent