R&D Tax Associate

Sorren

full-time

Posted on: 1/24/2026

Location Type: Remote

✨ AI Apply

💰 $75,000 - $80,000 per year

About the role

Assist with the collection, organization, and analysis of financial and technical data related to qualified research activities.
Participate in client interviews under the guidance of managers, taking clear notes and preparing initial summaries.
Prepare calculations, draft narratives, and gather supporting documentation in alignment with SOPs, internal templates, and formatting standards.
Draft and revise project documentation based on guidance from managers.
Perform first-pass quality checks for formatting, completeness, and logical flow.
Organize and maintain client files in the firm’s project management and document storage systems.
Proactively tracking progress of study, following up on pending items, and determining of next steps in study process.
Complete tasks assigned through the firm’s workflow systems on time and with minimal reminders and revisions.
Respond promptly to internal communications and update task statuses regularly.
Participate in training and knowledge-sharing sessions to build technical and tax credit expertise.
Communicate with team members and clients, as directed, to support projects.
Contribute to team efforts and maintain professional development through training.
Manage time effectively to meet deadlines and prioritize engagements.
Perform other duties and display 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.

Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
0-2 years of experience in R&D tax credit consulting
Understanding of tax laws and ability to adapt to changes
Proficiency with tax preparation software and related tools
Strong communication, organizational, and interpersonal skills
High attention to detail and accuracy in calculations and records
Capability to follow procedures and produce high-quality work
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

data analysisfinancial analysistax credit consultingcalculationsproject documentationquality checksSOPstax preparation software

Soft Skills

communicationorganizational skillsinterpersonal skillsattention to detailflexibilitytime managementteam collaboration