Research & Development Tax Senior Associate

Role Description

The R&D Credit Tax Senior Specialist will research tax issues, keep up to date on the latest changes in the tax law related to their area of specialization, conduct fieldwork from the local office or travel to client sites, and manage the work of Specialists. The primary responsibility for this role is to work on projects from beginning to completion, as well as establishing and maintaining client relationships.

• Conduct fieldwork specific to consulting projects, which may include:
  • Visiting client locations
  • Touring client facilities
  • Holding and leading client calls
  • Investigating relevant facts
  • Analyzing accounting information
  • Preparing cost lead schedules and cost summary schedules
  • Completing appropriate tax computations
  • Preparing written reports summarizing findings
• Assist in the procurement of business and address technical questions.
• Create relevant marketing content.
• Become an expert in a particular field of tax law and conduct research.
• Read and study relevant tax material related to the specific line of business.
• Manage various project tasks simultaneously and initiate internal communication regarding:
  • Status of tasks
  • Relevant technical issues discovered
  • Status of workload
  • Expected due dates
• Oversee the work and mentorship of Specialists.

Qualifications

• Bachelor's degree.
• Two to four years of experience with respect to conducting research credit studies.

Requirements

• Travel up to 20%.
• Excellent verbal and written communication skills.
• Basic understanding of income tax theory.
• Proficient in Microsoft Excel and other MS Office Suites.
• Proficient in basic tax concepts.
• Ability to work additional hours as needed and travel to various client sites.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Company Description

An Equal Opportunity Employer. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.