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Role Description

This is a remote position.

Basic Function:

• Work as part of a multi-disciplinary team in conducting Research and Development (R&D) tax credit consulting services.
• The Senior Associate works with Project Managers to execute key project components including:
• Leading assigned client interviews
• Assessing applicability of R&D tax credit for specific activities
• Preparing credit calculations
• Drafting supporting documentation and reports
• Performing technical research at federal and state levels
• Developing specialized knowledge of R&D applications by industry

Position’s Intention:

• The Senior R&D Associate independently executes key components of R&D tax credit studies under Project Manager oversight.
• Leads data analysis, conducts assigned client interviews, prepares draft deliverables, and provides guidance to Associates while developing the technical expertise and client management skills necessary for advancement to Project Manager.

Success Measurements:

• Client satisfaction
• Quality and accuracy of work product
• Timely completion of assigned project components
• Effective mentorship of Associates
• Demonstrated growth in technical expertise

Essential Duties:

• Review engagement letters for completeness, document project scope, and track project due dates.
• Create and maintain project folders and update project listings on the R&D project board.
• Coordinate kickoff communications between clients and assigned Project Managers via scheduled calls or email.
• Conduct in-depth technical research on industry-specific topics, regulatory developments, and case law to support study methodology and documentation.
• Independently prepare accurate credit calculations, including data gathering, development of calculation templates, and preparation of related tax forms at the federal and state level for multiple clients simultaneously.
• Prepare comprehensive draft reports documenting the client's R&D tax credit, including description of the study process, supporting documentation of Qualifying Research Expenditures and Activities, and technical narrative demonstrating R&D applicability.
• Perform detailed data analysis and validation to ensure accuracy of financial information, payroll allocations, and qualifying expense calculations.
• Develop and maintain client relationships through regular communication, status updates, and timely follow-up on outstanding documentation requests.
• Review and quality control work performed by Associates, providing feedback and guidance to support their professional development.
• Collaborate closely with Project Managers to develop project timelines, identify risks or challenges, and ensure deliverables meet quality standards and deadlines.
• Coordinate with quality control, client relations, accounting, and tax controversy departments to resolve complex issues and ensure comprehensive client service.
• Assist Project Managers with more complex aspects of studies, including multi-state credit calculations, alternative credit methods, and technical documentation for high-risk positions.
• Maintain current knowledge of R&D tax credit regulations, IRS guidance, and state-specific requirements to ensure compliance and optimal credit calculations.
• Support team training initiatives by sharing technical knowledge, documenting best practices, and contributing to template and process improvements.

Qualifications

• Bachelor’s Degree in Accounting or related field; or
• One (1) to Three (3) years related experience and/or training; or equivalent combination of education and experience.

Requirements

• Strong analytical, planning, and problem-solving capabilities.
• Ability to work independently and take ownership of project components with minimal supervision.
• Excellent interpersonal and communication skills that build trust and credibility with clients and team members.
• Advanced attention to detail and commitment to accuracy in technical and financial work.
• Ability to write reports and business correspondence.
• Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
• Knowledge of Microsoft Office and PDF editing software.

Benefits

• Medical, Dental, Vision
• STD, LTD
• Basic Life, Vol Life
• HSA, FSA
• Accident, Critical Illness, Hospital Indemnity
• Doctegrity, Pet Insurance
• 401k and much more!