Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41.
Draft technical project documentation, ensuring audit readiness and alignment with IRS standards.
Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting.
Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors.
Ensure formatting, terminology, and content align with firm templates and quality standards.
Maintain clear, organized workpapers and documentation in accordance with internal processes.
Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems.
Participate in internal initiatives related to methodology improvements, technical training, and documentation standards.
Adhere to SOPs, internal style guides, and quality control procedures.
Take full responsibility for the quality and completeness of assigned tasks and reviews.
Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables.
Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery.
Ownership of meeting personal KPI metrics.
Communicate effectively with team members and clients, providing updates and addressing questions.
Supervise, train, and mentor associates and interns to enhance team performance and skill development.
Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving.
Stay updated on tax laws and best practices through ongoing training and independent learning.
Manage engagements efficiently, meeting deadlines, particularly during high-demand periods.
Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership.
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Requirements

Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
Minimum of 1-3 years of experience in R&D tax credit consulting
In-depth understanding of tax laws, regulations, and compliance requirements
Proficiency in tax preparation software and accounting tools
Excellent attention to detail and accuracy in calculations and document reviews
Strong verbal and written communication skills to effectively interact with clients and team members
Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
Leadership and mentoring abilities to supervise and develop junior staff
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Benefits

Generous paid time off
Comprehensive medical, dental, and vision coverage, plus life and disability insurance
401(k) retirement savings plan
Paid holidays, including a firmwide winter break (December 24 – January 1)
Paid parental leave (available after one year of service)
Mentorship and career development programs
CPA exam support to help you succeed on the path to licensure
Firm-sponsored events and spontaneous team activities
Celebrations to mark milestones like the end of busy season and the holidays

Applicant Tracking System Keywords

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

Hard Skills & Tools

R&D tax credit calculationstax preparation softwareaccounting toolsaudit readinesstechnical project documentationW-2 wagessupply costscontract researchcloud hostingtax laws

Soft Skills

attention to detailverbal communicationwritten communicationorganizational skillstime managementleadershipmentoringcollaborative problem-solvingproactive communicationflexibility

Certifications

Bachelor’s degree