Tax Associate - R&D (Tax Credits)

About The Company

At Current, everything starts with people. We believe that when you invest in talent through opportunity, development, and support, you unlock growth for individuals, firms, and clients alike. That’s why we’ve built a platform designed to give our people access to more: more learning, more collaboration, and more ways to grow their careers than any single firm could offer on its own.

Founded in 2023, Current has rapidly become one of the fastest-growing accounting platforms in the country, partnering with more than 40 leading accounting firms across the United States. Today, our community includes over 2,000 professionals, 30+ offices nationwide, and a growing global workforce that supports clients around the world.

We are backed by Thrive Capital, Bessemer Venture Partners, and Springdale Industries, who are investing heavily in technology, artificial intelligence, and workforce innovation to help modernize the profession. Our leadership team has a proven track record of building and scaling successful businesses, with prior ventures generating more than $3 billion in combined enterprise value.

We are building something bigger than a traditional accounting firm: a platform where talented people can grow faster, learn more, and do more meaningful work. Whether you join Current, one of our partner firms, or our global team, you’ll be part of a community shaping the future of the profession.

Position Overview

We are seeking a motivated Associate – Tax Credits (R&D) to join our growing Tax Credits practice. This role is ideal for an early-career tax professional with 1–3 years of public accounting experience who is interested in developing specialized expertise in Research & Development (R&D) Tax Credits, accounting methods, cost recovery, and technical tax consulting.

Key Responsibilities

• Tax Credits & Technical Analysis
• Assist in preparing federal and state R&D tax credit studies and supporting analyses.
• Gather, organize, and analyze client financial and operational information to identify potential qualifying activities and expenditures.
• Absorb and document tax credit calculations and prepare supporting workpapers.
• Research tax law, IRS guidance, and legislative developments affecting tax credit opportunities.
• Support engagement teams with IRS examination responses and documentation requests.
• Accounting Methods & Cost Recovery
• Absorb accounting method reviews involving capitalization, depreciation, revenue recognition, and inventory accounting.
• Support cost segregation and depreciation analyses.
• Absorb and prepare Form 3115 (Application for Change in Accounting Method).
• Prepare technical tax research involving the Internal Revenue Code, Treasury Regulations, and other authoritative guidance.
• Prepare draft technical memoranda and engagement documentation for manager review.
• Client Service
• Communicate professionally with clients to obtain information, answer questions, and provide timely updates.
• Support Managers and Partners on tax planning and consulting engagements.
• Absorb and assist with client deliverables while maintaining quality, organization, and attention to detail.
• Manage multiple projects simultaneously while consistently meeting deadlines.
• Team Collaboration
• Collaborate closely with Managers, Senior Associates, and Partners on client engagements.
• Participate in internal technical training and continuing education programs.
• Contribute ideas that improve engagement efficiency and client service.
• Continue developing technical expertise through mentorship and hands-on experience.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 1–3 years of public accounting experience, preferably in tax.
• Experience working in a public accounting firm.
• CPA license or active progress toward CPA licensure strongly preferred.
• Exposure to federal and state tax compliance and tax research.
• Strong analytical, organizational, and problem-solving skills.
• Experience using tax preparation software (CCH experience preferred but not required).
• Proficiency with Microsoft Excel, Word, PowerPoint, and Adobe Acrobat.
• Excellent written and verbal communication skills.

Preferred

• Master's degree in Taxation, Accounting, or a related field.
• Exposure to R&D tax credits, accounting methods, cost recovery, or tax consulting.
• Familiarity with Form 3115, cost segregation, or depreciation concepts.
• Experience preparing technical research memoranda or supporting client consulting engagements.

Personal Attributes

• Strong desire to learn and develop technical expertise.
• Intellectual curiosity and interest in solving complex tax issues.
• Detail-oriented with strong organizational skills.
• Self-motivated and eager to take ownership of assigned work.
• Collaborative team player who enjoys working with clients and colleagues.
• Strong communication and relationship-building skills.
• Adaptable and able to manage multiple priorities in a fast-paced environment.

What We Offer

• Competitive salary plus performance bonus opportunities.
• Comprehensive medical, dental, and vision insurance.
• 401(k) with generous company match.
• Self-managed Paid Time Off.
• Paid holidays.
• CPA exam support and continuing education reimbursement.
• Ongoing technical training and mentorship.
• Full-time remote work environment.
• Clear career progression to Senior Associate, Manager, and beyond.

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.