Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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 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 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 15 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
  • $41.51 - $53.04 per hour

     ...the World by providing expert guidance, tax preparation, and explanations of tax and...  ...able to complete all required training and development as determined by the business including,...  ...~ Critical thinking, problem solving, research skills, and determination. ~ Ability... 
    Senior
    Remote work

    Intuit

    Santa Clara, CA
    2 days ago
  • $28.74 - $36.72 per hour

     ...you to help our customers complete their taxes using Intuit TurboTax products. You will...  ...to complete all required training and development as determined by the business including,...  ...~ Critical thinking, problem solving, research skills, and determination. ~ Ability... 
    Senior
    Remote job

    Intuit

    San Jose, CA
    3 days ago
  •  ...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... 
    Senior
    Local area
    Flexible hours

    The John Stewart Company

    San Jose, CA
    10 hours ago
  • $28.74 - $36.72 per hour

     ...you to help our customers complete their taxes using Intuit TurboTax products. You will...  ...to complete all required training and development as determined by the business including,...  ...* Critical thinking, problem solving, research skills, and determination. * Ability to... 
    Senior
    Remote work

    Intuit

    Santa Clara, CA
    2 days ago
  •  ...career.The RoleAMD’s Corporate Development and Data Center Strategy...  ...and financial structuring.The Senior Data Center Acquisition and Investments...  ..., exclusivity arrangements, credit support structures, and...  ...closely with Legal, Finance, Tax, Treasury, Accounting, Engineering... 
    Senior
    Work at office
    Local area

    AMD

    Santa Clara, CA
    3 days ago
  • $205.5k - $278k

     ...customers worldwide using TurboTax, Credit Karma, QuickBooks, and...  ...emotional moments in the whole tax journey. It’s also the checkout...  ...Later We’re looking for a Senior Staff Product Manager to own Finish...  ...Use experimentation, customer research and data to improve filing... 
    Senior
    Full time
    Worldwide

    Intuit

    Mountain View, CA
    5 days ago
  • $90k - $115k

     ...Senior AccountantSan Jose, California, United StatesLocation: San Jose, HQ Office/ HybridAxiad...  ...-specific billing procedures.Cash & Credit Card Procedures: Oversee company cash management...  ...(US, Canada, India): Sales and business tax filingsInsurance supportFixed asset... 
    Senior
    Work at office

    Axiad

    San Jose, CA
    3 days ago
  • $79k - $142.3k

     ...Job Description GHJ is looking for a Tax Senior / Supervising Senior Associate WHY we...  ...federal, state and local tax strategies, tax credit maximization, estate planning and...  ...of any letters required. Perform tax research projects. Complete S-election and requests... 
    Senior
    Local area
    Flexible hours
    Day shift

    GHJ

    San Jose, CA
    23 days ago
  •  ...Senior Director & Head of Tax About the Company Innovative real estate crowdfunding platform Industry Investment Management Type...  ...technology fintech startup venture capital and private credit About the Role The Company is seeking a Senior... 
    Senior
    Remote work
    Flexible hours

    Confidential

    San Jose, CA
    4 days ago
  • $115k - $125k

     ...motivated and detail-oriented Senior Accountant to join our...  ..., accounts payable, audit and tax support, and is ideal for a CPA...  ...statements, cash-in-transit, and credit card statements Assist in the...  ...on LEO satellite component development, design and in-orbit activities... 
    Senior
    Full time
    Local area
    Immediate start
    Visa sponsorship
    Night shift

    Medium

    Saratoga, CA
    1 day ago
  • ManpowerGroup is seeking a Senior Analyst, Marketing Event Management to join our team in the United States. This role supports worldwide sales by advising on and developing briefing agendas for customer, prospect, and partner engagements, and by managing end-to-end event... 
    Senior
    Worldwide

    Experis (Austria)

    Santa Clara, CA
    2 days ago
  •  ...cytometry platforms and related products. The position emphasizes technical documentation, collaboration across Regulatory Affairs, Quality, Marketing, Manufacturing and Operations, and audit readiness for high-quality clinical and research #J-18808-Ljbffr Millenniumsoft
    Senior

    Millenniumsoft

    Milpitas, CA
    21 hours ago
  • $205.5k - $278k

     ...using products such as TurboTax, Credit Karma, QuickBooks, and...  ...OverviewIntuit is seeking a talented Senior Staff Product Manager to join...  ...through analysis, design, development, testing, implementation, and...  ...Management Cloud Service (EDMCS), Tax Reporting Cloud Service (TRCS)... 
    Senior
    Temporary work
    Worldwide

    Intuit

    Mountain View, CA
    2 days ago
  • $101.2k - $129.03k

     ...Senior Tax AssociateBright Vision Technologies is a forward-thinking software development company dedicated to building innovative solutions...  ...provision engagements, and tax consulting projects for large multi-...  ..., conducting tax research, and working closely with... 
    Senior
    Local area
    3 days per week

    Bright Vision Technologies

    San Jose, CA
    2 days ago
  •  ...have partnered with a technology company seeking an experienced Tax Consultant to provide fractional support across tax provision,...  ...establishment considerations, and expansion into new jurisdictions. Research tax issues, evaluate potential approaches, and provide... 
    Senior
    Permanent employment
    Work experience placement
    Shift work

    Korn Ferry

    Mountain View, CA
    1 day ago
  •  ...Aardvark Tax AdvisorsAardvark Tax Advisors is a full-service tax, accounting, and advisory...  ...Associate to prepare returns, do the research behind them, and build the technical...  ....Use internal training and professional development to close the gaps you and your reviewer... 
    Senior
    Work at office
    Local area
    Shift work

    Cynch AI

    Cupertino, CA
    3 days ago
  • Cathleen M Petersen, E.A. is seeking a detail-oriented Tax Preparer to join our Saratoga, CA team. You will work alongside an Enrolled Agent in a client-focused practice focused on individuals, businesses, and trusts. This role emphasizes accuracy, compliance, and effective... 
    Senior

    CATHLEEN M PETERSEN, E.A.

    Saratoga, CA
    11 hours ago
  • Cathleen M Petersen, E.A. in Saratoga, CA is seeking a detail-oriented Tax Preparer to join our client-focused practice. You will handle individual, business, and trust returns with accuracy and compliance, leveraging your expertise in federal and California tax laws. With... 
    Senior

    CATHLEEN M PETERSEN, E.A.

    Saratoga, CA
    11 hours ago
  • $105.79k - $141.05k

     ...existing and emerging product and customer segments Design and run survey-based quantitative studies, covering questionnaire development, sampling, fielding, and statistical analysis Lead brand and market insights projects that measures awareness, perception, and... 
    Senior
    Full time
    Temporary work
    Work from home

    Lumen

    San Jose, CA
    3 days ago
  • $90k - $130k

     ...Senior Tax AssociateUnleash Your Potential: Senior Tax Associate at PP&Co AwaitsAre you...  ...We believe in investing in our team's development and providing ample opportunities for career...  ...tax filings.Conduct comprehensive research on tax issues related to multinational... 
    Senior
    Full time

    Ascend Together

    San Jose, CA
    2 days ago
  • $70k - $92k

     ...dynamic team at one of the top tax firms in the world. Enjoy a...  ...property tax) including compliance, consulting, planning and controversies...  ...and local tax matters Research and draft state and local tax...  ...of required academic credits prior to the start date for this... 
    Full time
    Summer work
    H1b
    Local area

    KPMG LLP

    Santa Clara, CA
    21 hours ago
  • H&R Block in San Jose, CA is seeking a year-round Tax Advisor to prepare complex returns and advise clients. In this in-person role, you’ll use industry-leading training and technology to uncover savings opportunities and build lasting client relationships. You will interview... 
    Senior
    Work at office

    H&R Block, Inc.

    San Jose, CA
    4 days ago
  •  ...seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct client...  ...identify tax savings opportunities while delivering empathetic, consultative service in a local Block Advisors office. You will provide IRS... 
    Senior
    Work at office
    Local area

    H&R Block, Inc.

    San Jose, CA
    2 days ago
  • $35 - $45 per hour

     ...leader in bringing innovative diagnostic and research tools to life science researchers,...  ...involved in basic research, drug discovery and development, biopharmaceutical production and...  ...associated with cellular analysis. Title: Senior Scientist Location: San Jose, CA... 
    Senior
    Hourly pay
    Weekly pay
    Contract work
    Day shift

    Millenniumsoft

    San Jose, CA
    2 days ago
  • $243k - $328.5k

     ...using products such as TurboTax, Credit Karma, QuickBooks, and...  ...make that possible. Credit Karma Tax is a new Do It Yourself tax filing...  .... Lead the ideation, development, and launch of the core filing...  ...disciplinary teams and influencing senior management. ~ Bachelor’s... 
    Full time
    Worldwide

    Intuit

    Mountain View, CA
    8 days ago
  •  ...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... 

    True Partners Consulting

    San Jose, CA
    15 days ago
  • $99.75k - $262.5k

     ...26-10-28Job Summary:A Tax Senior Manager, International...  ...networking and business development within his/her area of...  ...issues.Job Duties:Tax Consulting• Develops, recommends...  ..., foreign tax credit efficiency planning, Net...  ...complex situations when research is necessary providing... 
    Senior
    Work at office
    Local area

    BDO International

    San Jose, CA
    13 hours ago
  •  ...Description We are seeking an experienced and heavy client facing Senior Tax Accountant with 8+ years of progressive tax experience to...  ...tax, payroll tax, and other regulatory filings. Conduct tax research and analyze complex tax issues, regulations, and legislative... 
    Senior
    Local area

    Mhtb Accountancy Group Of Silicon V

    San Jose, CA
    more than 2 months ago
  • $123.5k - $167.5k

     ...We are seeking a Senior Product Manager to drive roadmap for shared...  ...experiences that lets TurboTax and Credit Karma members securely connect...  ...drive downstream impact on tax-prep completion, engagement,...  ...qualitative insights, member research, and experimentation to inform... 
    Senior
    Full time

    Intuit

    Mountain View, CA
    16 hours ago
  • $141.15k - $288.38k

     ...the largest growth area in the tax industry? Do you have...  ...business issues? If you’re a senior leader who wants to develop and...  ...effective analysis, solution development, and implementation of clients...  ...Perform high-level reviews of tax research, partnership work papers,... 
    Senior
    Work at office
    Local area

    Deloitte

    San Jose, CA
    4 days ago

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!