Senior Tax Consultant - Research and Development Tax Credit
True Partners Consulting
Job Description
Job Description
Job Description: R&D Senior Tax Consultant
About True Partners ConsultingTrue Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals.
We are currently seeking a highly-motivated individual with proven business, technical, and leadership acumen to apply for the following role:
R&D Sr Tax Consultant
Job Summary
You will lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals. You will maintain proactive communication with clients to build meaningful internal and external relationships. You will serve as the primary business advisor to clients with the attitude to help in any way TPC can. Our culture focuses on leadership at all levels, therefore you will be expected to demonstrate the ability to develop, motivate and mentor staff, as well as work collaboratively with senior leadership to enhance and refine our one-of-a-kind work environment.
Job Responsibilities
Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions.
Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines
Review work papers and tax returns.
Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs.
Manage client needs with respect to tax services and federal tax compliance.
Develop, motivate and train staff level team members.
Owns the implementation of new firm initiatives, and rallies team member participation
Develop and maintain strong client relationships.
Keep up-to-date on current tax practices and changes in tax law.
Provide industry knowledge and subject-matter experience.
Simultaneously manage multiple projects and engagement teams for multiple clients across various industries.
This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities.
Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits.
Drafting and review of specific documents supporting the development activities conducted by client personnel.
Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts.
Preparing, tracking, following up with clients on, and reviewing information requests.
Skills and Qualifications
Bachelors or Master’s degree in Accounting, Tax or closely related field from an accredited college or university.
4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.
CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background).
Requires significant experience with corporate entity structures in addition to a general level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals.
Organizational skills to simultaneously manage multiple projects and engagement teams for various clients.
A proven track record of building profitable, sustainable client relationships.
Leadership and engagement management skills including staff scheduling, client budgets and billings.
A deep understanding of International tax technical topics, changes in tax law, and best practices.
Excellent knowledge of tax accounting, tax compliance, and many types of tax returns.
Strong working knowledge of one or more of the following: GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets.
Strong working knowledge of Microsoft Office.
Excellent written and verbal communications skills.
Highly developed problem solving and analytical skills.
Intellectually curious and self-starting attitude.Excellent writing skills absolutely necessary.
Outgoing personality with a willingness to be involved in and eventually take over interview activities.
Must be able to convert discussions / interviews into formal written documents.
Must be able to work with / understand Excel and Word.
Able to work in a team environment, willing to travel when necessary.
Willingness to invest time in your own learning and learn other tax concepts.
Business hours plus overtime.
True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: R&D Senior Tax Consultant About True Partners Consulting
True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals.We are currently seeking a highly-motivated individual with proven business, technical, and leadership acumen to apply for the following role:
R&D Senior Tax ConsultantJob Summary
You will lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals. You will maintain proactive communication with clients to build meaningful internal and external relationships. You will serve as the primary business advisor to clients with the attitude to help in any way TPC can. Our culture focuses on leadership at all levels, therefore you will be expected to demonstrate the ability to develop, motivate and mentor staff, as well as work collaboratively with senior leadership to enhance and refine our one-of-a-kind work environment.
Job Responsibilities
Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions.
Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines
Review work papers and tax returns.
Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs.
Manage client needs with respect to tax services and federal tax compliance.
Develop, motivate and train staff level team members.
Owns the implementation of new firm initiatives, and rallies team member participation
Develop and maintain strong client relationships.
Keep up-to-date on current tax practices and changes in tax law.
Provide industry knowledge and subject-matter experience.
Simultaneously manage multiple projects and engagement teams for multiple clients across various industries.
This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities.
Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits.
Drafting and review of specific documents supporting the development activities conducted by client personnel.
Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts.
Preparing, tracking, following up with clients on, and reviewing information requests.
Skills and Qualifications
Bachelors or Master’s degree in Accounting, Tax or closely related field from an accredited college or university.
4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.
CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background).
Requires significant experience with corporate entity structures in addition to a gen4-eral level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals.
Organizational skills to simultaneously manage multiple projects and engagement teams for various clients.
A proven track record of building profitable, sustainable client relationships.
Leadership and engagement management skills including staff scheduling, client budgets and billings.
A deep understanding of International tax technical topics, changes in tax law, and best practices.
Excellent knowledge of tax accounting, tax compliance, and many types of tax returns.
Strong working knowledge of one or more of the following: GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets.
Strong working knowledge of Microsoft Office.
Excellent written and verbal communications skills.
Highly developed problem solving and analytical skills.
Intellectually curious and self-starting attitude.
Excellent writing skills absolutely necessary.
Outgoing personality with a willingness to be involved in and eventually take over interview activities.
Must be able to convert discussions / interviews into formal written documents.
Must be able to work with / understand Excel and Word.
Able to work in a team environment, willing to travel when necessary.
Willingness to invest time in your own learning and learn other tax concepts.
Business hours plus overtime.
True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Vacancy posted 16 days ago
Similar jobs that could be interesting for youBased on the Senior Tax Consultant - Research and Development Tax Credit in San Jose, CA vacancy
$77k - $214k
...Competency: General Tax Consulting Industry/Sector:... ...impact of deductions and credits on the effective tax... ...global leadership development framework. It gives us... ...the future. As a Senior Associate, you'll work... ...Opportunity As part of the Research & Development team...SeniorFull timeH1bLocal areaOverseas$124k - $335k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable Time... ...accounting methods, fixed-assets and research and development tax credits. Growing as a strategic advisor,... ..., and increased efficiencies. As a Senior Manager you are expected to lead...SeniorFull timeH1b- ...Tax Manager Responsibilities: Prepare consolidated/combined federal and multi-state... ...other regulatory returns Assist in R&D tax credit study. Respond to all tax audits and tax... ...to auditor inquiries Perform tax research projects. Take on ad hoc projects as required...Senior
$91.1k - $142.4k
...Ernst & Young Oman is seeking a Senior Analyst for their Financial Services EY EDGE Wealth and Asset Management practice in San Jose, California. The role involves delivering tax compliance and consulting services, supporting client relationships, and leading team members...SeniorFlexible hours$98k - $128.69k
...BakerTilly is a leading advisory, tax and assurance firm... ...0 expertise. Assist in tax research projects, draft IRS responses... ...international, research & development, and credits & incentives areas. Develop... ...providing tax compliance and consulting services in public...SeniorWork at officeLocal area$67.88k - $128.69k
...Tilly is a leading advisory, tax and assurance firm with a... ...tax compliance and consulting services to private wealth... ...companies. Participate in tax research projects on a variety of tax... ..., research and development along with credits and incentives areas. Learn...SeniorLocal area$90k - $110k
...Tax Senior / Supervising Senior Associate At GHJ we help our people... ...local tax strategies, tax credit maximization, estate planning... ...letters required. Perform tax research projects. Complete S-... ...other member firms and provides consulting and professional services in...SeniorLocal areaWorldwide$98k - $128.69k
...leading advisory, tax and assurance firm... ...as a Corporate Tax Senior Associate for... ...about you and your development. You will enjoy... ...tax compliance and consulting services, primarily... ...Participate in tax research projects on a variety... ...along with credits and incentives areas...SeniorLocal areaWorldwide$75.5k - $149.6k
...core part of our DNA across our audit, tax, and consulting groups. That's why we continuously... ...group is currently searching for a Senior Associate to support projects in the areas of federal credits, including research and development ("R&D") tax credits. A successful candidate...SeniorLocal areaRemote workWorldwide$55k - $151.47k
...to 20% At PwC, our people in tax services focus on providing advice... ...enhance strengths and address development areas. Interpret data to... ...partnership K-1 income, state tax credits, composite returns, AMT, and year-end planning. As a Senior Associate you analyze complex...SeniorFull timeH1b$99k - $266k
...Specialty/Competency: General Tax Consulting Industry/Sector: Not Applicable Time Type: Full time Travel Requirements... ...areas such as accounting methods, fixed-assets and research and development tax credits. Enhancing your leadership style, you motivate, develop...Full timeH1b$91k - $321.5k
...to 20% At PwC, our people in tax services focus on providing... ...guidance to the owners of PwC. As a Senior Manager you are expected to... ...K-1 income, state tax credits, and composite returns, as well... ...Master's Degree preferred Consulting with affluent individuals on tax...SeniorFull timeH1bRemote work$77k - $214k
...Specialty/Competency: State & Local Tax (SALT) Industry/Sector: Not... ...payroll and employment tax, credits and incentives, and indirect... ...; our global leadership development framework. It gives us a single... ...now and in the future. As a Senior Associate, you'll work as...SeniorFull timeH1bLocal area$88k - $117.5k
...Tax Analyst Accountant Here at Ooma we empower people to connect in smarter ways.... ...indirect taxes. Strong analytical and tax research skills with the ability to interpret and... ...Benefits include a Discount Program, Credit Union, Medicare Assistance, etc Ooma...Temporary workLocal areaWork from home- ...John Stewart Company is a full‑service housing management, development and consulting organization that began in 1978 with a commitment to... ...1-2 years property management experience preferably with Tax Credit properties. Prior experience in managing affordable housing...SeniorLocal areaFlexible hours
$104.4k - $137.1k
...to provide actionable research and intelligence to the company. The Senior Analyst will play a critical... ...across Business Development and Operations. The role... ...market research, strategy, consulting, product management, or... ...Insurance ~ Pre-tax Flexible Spending Plans...SeniorFull timeCasual workWork at officeLocal areaFlexible hoursNight shiftAfternoon shift- ...Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True... .../Careers. About the Role – Senior State and Local Tax Consultant... ...calculations. •\tPerform technical research supporting positions taken in tax...SeniorLocal area
- ...Description Job Description: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners... ...at TPCtax.com/Careers. About the Role – Research and Development Tax Credit Manager Requirements •\tBachelor’s or master...
- ...PayPal is looking for a Senior Product Manager to support strategy and execution for their Risk Decisioning Platform. This role involves gathering requirements across fraud and credit, translating them into user stories while partnering with teams in engineering and UX...Senior
$165k - $195k
...A leading global technology and services company is seeking a Senior AI Research Scientist to lead development in areas such as time-series foundational models, contributing to AI projects across various Bosch products. Candidates should possess a Ph.D. in a relevant...Senior- ...Risk Decisioning Platform drives fraud, credit, and compliance decisions, processing massive... ...in milliseconds. We're looking for a Senior Product Manager to support strategy, execution... ...input to product requirements. Analyzes research, market analysis and usability studies,...SeniorLocal area
- ...Job Description Job Description Tax Senior– Remote | Public Accounting Firm Job... ...culture and commitment to professional development, the firm is seeking an experienced... ...mitigation. Review complex tax returns and research technical tax issues to ensure...SeniorRemote jobFull timeFlexible hours
- ...leading technology company in Santa Clara, California is seeking a talented engineer to join their CoreLLM team, focusing on the development of large language models. The role requires AI expertise to confront real-world challenges and deliver innovative solutions for enterprise...SeniorFlexible hours
- Indirect Tax Functional Consultant Min. 12+ years of experience in indirect tax functions such as VAT, sales tax etc, Experience in indirect tax tools like Sabrix, Vertex is an added advantage. This is for GTC project ClifyX
- ...A global consulting firm is seeking a candidate for the International Corporate Tax Advisory role in San Jose, California. Responsibilities include managing diverse... ...benefits package and opportunities for professional development in a dynamic environment. #J-18808-Ljbffr...Senior
$147.4k - $272.1k
Apple Inc. is seeking a highly skilled Machine Learning Engineer in Sunnyvale, California, to advance the development of multimodal LLMs. This role involves innovative design and evaluation of advanced AI models. Candidates should possess a Ph.D. or equivalent master's...Senior- ...Baker Tilly is seeking a Tax Senior Associate for their corporate tax division. The successful candidate will deliver tax advisory and compliance services primarily to middle market clients in California, enhancing their career while contributing to a fast-growing firm...SeniorFlexible hours
$90k - $115k
...are seeking a hands-on, deadline-oriented Senior Accountant to support our growing accounting... ...-specific billing procedures. Cash & Credit Card Procedures: Oversee company cash management... ...US, Canada, India): Sales and business tax filings Insurance support Fixed...SeniorWork at office- ...Crowe LLP in San Jose, California, is searching for a State and Local Senior Associate to identify and implement tax planning and consulting opportunities for its diverse client base. You will be vital in a hybrid work environment, balancing remote flexibility with in...SeniorLocal areaRemote work
- ...A leading accounting firm is seeking a Tax Manager in San Jose, California. This role involves overseeing the preparation of tax returns, conducting technical tax reviews, and collaborating with clients on tax strategies. The ideal candidate will possess extensive tax...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Tax Consultant - Research and Development Tax Credit. Be the first to apply!
Related searches


