R&D Senior Tax Associate

Position Summary

The Senior Associate in R&D Tax Credit Services is responsible for executing client deliverables and performing detailed technical reviews on moderate to complex studies. The employee is expected to independently conduct client interviews, produce high-quality technical documentation, and ensure the accuracy and completeness of work before submission to management.

Your Impact (Essential Duties)

• Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC 41.
• Draft technical project documentation, ensuring audit readiness and alignment with IRS standards.
• Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting.
• Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors.
• Maintain clear, organized workpapers and documentation in accordance with internal processes.
• Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems.
• Participate in internal initiatives related to methodology improvements, technical training, and documentation standards.
• Adhere to SOPs, internal style guides, and quality control procedures.
• Take full responsibility for the quality and completeness of assigned tasks and reviews.
• Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables.
• Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery.
• Own meeting personal KPI metrics.
• Communicate effectively with team members and clients, providing updates and addressing questions.
• Supervise, train, and mentor associates and interns to enhance team performance and skill development.
• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving.
• Stay updated on tax laws and best practices through ongoing training and independent learning.
• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Background

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline).
• Minimum of 1-3 years of experience in R&D tax credit consulting.
• In-depth understanding of tax laws, regulations, and compliance requirements.
• Proficiency in tax preparation software and accounting tools.
• Excellent attention to detail and accuracy in calculations and document reviews.
• Strong verbal and written communication skills to effectively interact with clients and team members.
• Exceptional organizational and time management skills to handle multiple priorities and meet deadlines.
• Leadership and mentoring abilities to supervise and develop junior staff.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Why Choose Us?

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firmwide winter break (December 24 – January 1).
• Paid parental leave (available after one year of service).
• Mentorship and career development programs.
• CPA exam support to help you succeed on the path to licensure.
• Firm-sponsored events and spontaneous team activities.
• Celebrations to mark milestones like the end of busy season and the holidays.

What We Offer*

• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.