Tax Associate - R&D (Tax Credits)

About the Company At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own. Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world. Backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, Current is investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value. We’re building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession. Associate – Tax Credits (R&D) Location: Remote Position Type: Full-Time Reports To: Tax Manager / Tax Partner Salary Range: $70,000 – $90,000 (commensurate with experience) Who We Are Our CPA network firm, Advisent headquartered in San Diego doesn't just provide tax services—they build trusted, lasting partnerships through thoughtful, forward-thinking advice. They believe work should be both meaningful and enjoyable, with a culture grounded in optimism, collaboration, and continuous growth. What's in It for You? A collaborative, team-oriented culture focused on mentorship and professional development Exposure to technically challenging tax consulting engagements Hands-on training from experienced tax professionals Fully remote work environment with flexibility and autonomy A clear career path into Senior Associate and Manager-level responsibilities Position Overview We are seeking a motivated Associate – Tax Credits (R&D) to join our growing Tax Credits practice. This role is ideal for an early-career tax professional with 1–3 years of public accounting experience who is interested in developing specialized expertise in Research & Development (R&D) Tax Credits, accounting methods, cost recovery, and technical tax consulting. Working alongside experienced Managers and Partners, you will gain valuable exposure to sophisticated client engagements, technical tax research, and consulting projects while building the foundation for long-term career growth within a highly specialized practice. Key Responsibilities Tax Credits & Technical Analysis Assist in preparing federal and state R&D tax credit studies and supporting analyses. Gather, organize, and analyze client financial and operational information to identify potential qualifying activities and expenditures. Assist with documenting tax credit calculations and preparing supporting workpapers. Research tax law, IRS guidance, and legislative developments affecting tax credit opportunities. Support engagement teams with IRS examination responses and documentation requests. Accounting Methods & Cost Recovery Assist with accounting method reviews involving capitalization, depreciation, revenue recognition, and inventory accounting. Support cost segregation and depreciation analyses. Assist with preparation of Form 3115 (Application for Change in Accounting Method). Perform technical tax research involving the Internal Revenue Code, Treasury Regulations, and other authoritative guidance. Prepare draft technical memoranda and engagement documentation for manager review. Client Service Communicate professionally with clients to obtain information, answer questions, and provide timely updates. Support Managers and Partners on tax planning and consulting engagements. Assist with client deliverables while maintaining quality, organization, and attention to detail. Manage multiple projects simultaneously while consistently meeting deadlines. Team Collaboration Collaborate closely with Managers, Senior Associates, and Partners on client engagements. Participate in internal technical training and continuing education programs. Contribute ideas that improve engagement efficiency and client service. Continue developing technical expertise through mentorship and hands-on experience. Qualifications Required Bachelor's degree in Accounting, Finance, or a related field. 1–3 years of public accounting experience, preferably in tax. Experience working in a public accounting firm. CPA license or active progress toward CPA licensure strongly preferred. Exposure to federal and state tax compliance and tax research. Strong analytical, organizational, and problem-solving skills. Experience using tax preparation software (CCH experience preferred but not required). Proficiency with Microsoft Excel, Word, PowerPoint, and Adobe Acrobat. Excellent written and verbal communication skills. Preferred Master's degree in Taxation, Accounting, or a related field. Exposure to R&D tax credits, accounting methods, cost recovery, or tax consulting. Familiarity with Form 3115, cost segregation, or depreciation concepts. Experience preparing technical research memoranda or supporting client consulting engagements. Personal Attributes Strong desire to learn and develop technical expertise. Intellectual curiosity and interest in solving complex tax issues. Detail-oriented with strong organizational skills. Self-motivated and eager to take ownership of assigned work. Collaborative team player who enjoys working with clients and colleagues. Strong communication and relationship-building skills. Adaptable and able to manage multiple priorities in a fast-paced environment. What We Offer Competitive salary plus performance bonus opportunities Comprehensive medical, dental, and vision insurance 401(k) with generous company match Self-managed Paid Time Off Paid holidays CPA exam support and continuing education reimbursement Ongoing technical training and mentorship Fully remote work environment Clear career progression to Senior Associate, Manager, and beyond We are committed to fostering a supportive and inclusive workplace where every team member can thrive. If you're looking to launch or accelerate your career in a highly specialized tax consulting practice while learning from experienced professionals and working on meaningful client engagements, we'd love to hear from you. Compensation & Benefits The total rewards package at Current includes base salary and benefits. Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. We provide a robust benefits package, including: Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental) Company-Paid Life and Long-Term Disability Insurance Ancillary Benefits such as supplemental life insurance and short-term disability options Classic Safe Harbor 401(k) Plan with employer contributions Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.