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SalaryOur Organizations Purpose:
As the guardian of small businesses, our client is devoted to bringing innovative solutions, awareness, and educational resources that promote tax-saving credits and incentives to mainstream America.
Our organization’s key objectives require a specific formula to always be in place. Diversity, equality, inclusion, teamwork, trust, and transparency, equal a thriving culture that defines our commitment to the team, clients, and community. Key strengths for this position include detail focus, analytical thinking, problem solving and a collaborative focus that leads to continuous team improvement.
Conduct initial interviews with Client to understand operations and R&D applications of the company and to identify Qualifying Research Activities,
Preparation of accurate credit calculations, including data gathering, development of calculation templates, and preparation of the related tax forms, at the federal and state level for multiple clients simultaneously in accordance with deadlines as required,
Conduct in-depth interviews with Client personnel to gain high-level understanding of qualifying activities and process of experimentation utilized by technical staff,
Preparation of thorough and accurate final reports documenting the Client’s R&D tax credit, including description of the R&D study process conducted, supporting documentation of Qualifying Research Expenses, supporting documentation of Qualifying Research Activities, and other information demonstrating the R&D activities of the Client,
Perform audit support for clients as necessary, including preparation of schedules, drafting responses to IRS inquiries, participating in meetings with IRS agents to support R&D credits claimed, and other audit support as required,
Develop and sustain excellent client relationships to ensure timely reception of supporting data and perform regular status updates as the study progresses toward completion in accordance with project deadlines,
Requirements
Residence in the United States and authorized to work in the United States.
A Bachelor’s degree with a focus in accounting, engineering, or related field
Five (5) to Seven (7) years related experience and/or training; or equivalent combination of education and experience
Ability to multi-task in a fast paced and deadline driven environment
Strong attention to detail, excellent organizational skills, strong and written and verbal communication skills
Strong interpersonal skills to excel in client situations
CPA or J.D. candidates strongly preferred
