R&D Tax Credit Senior Specialist

Responsibilities

• Conduct fieldwork specific to consulting projects.
• Visit client locations, tour facilities, hold and lead client calls, investigate relevant facts, analyze accounting information, prepare cost lead schedules and cost summary schedules, complete tax computations, and prepare written reports summarizing findings.
• Avoid technical questions and create relevant marketing content.
• Become an expert in a particular field of tax law.
• Conduct research both in general and client-specific.
• Read and study relevant tax material related to the specific line of business.
• Manage various project tasks at once.
• Initiate internal communication regarding task status, technical issues, workload, and due dates.
• Oversee the work and mentorship of Specialists.

Requirements

• 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 a time.

Qualifications

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

Skills

• Research and analysis skills.
• Communication and interpersonal skills.
• Project management and leadership skills.
• Technical proficiency in tax law and Microsoft Office Suite.

Benefits

• Fast-growing company with a focus on innovation.
• Opportunity to work with leading firms and businesses across the nation.
• Hybrid work schedule with 3 days in the office.
• Flexible remote option in San Jose, CA.
• Opportunity to work in multiple locations including Chicago, Irving TX, and Pasadena CA.

Pay

Salary range: $70,000 - $90,000 annually.

Schedule

This is a hybrid role, with 3 days in the office. Position is also available in Chicago, Irving TX, Pasadena CA, and remotely in San Jose, CA.