• 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.