Tax Credit & Incentives Associate

What you’ll need to be our Tax Credits & Incentives Associate:

• Bachelor’s degree in accounting, finance, business, or a related field OR equivalent experience
• Previous experience in tax or accounting roles, preferably with exposure to cost segregation, fixed asset concepts, R&D credits, and/or incentive studies
• Eager to learn and develop technical expertise for a successful career in tax credits and incentives
• Able to organize and manage detail-intensive data/files while following established processes
• Technical verbal and written communication skills with close attention to detail
• MS Suite proficiency, especially Excel

Why you’ll love working with us:

• Medical, Dental, Vision Insurance
• 401(k) with company match
• Unlimited PTO and paid holidays
• Paid parental leave (birthing and adoption)
• Casual Dress
• Team building - parties, contests, wellness, service projects
• Cell phones – Phone and data plans 100% covered, add your spouse for $40/month
• Target Compensation for this role is

What you’ll do as the Tax Credits & Incentives Associate:

• Support cost segregation studies through property cost data preparation and documentation
• Support R&D credit studies through project cost data preparation and documentation
• Proactively gather, organize, and validate client data needed to support study completion
• Ensure close coordination of workflows and documentation to meet engagement deadlines
• Continuously learn and apply cost segregation and R&D credit rules through hands-on experience and collaboration with team members

About the role:

We build the foundation for a successful career in cost segregation and R&D credits by learning alongside a skilled team of experts. You’re motivated by bringing order to complex information and getting the details right, knowing your accuracy drives real tax value for clients.

Responsibilities:

• Support cost segregation studies through property cost data preparation and documentation
• Support R&D credit studies through project cost data preparation and documentation
• Proactively gather, organize, and validate client data needed to support study completion
• Ensure close coordination of workflows and documentation to meet engagement deadlines
• Continuously learn and apply cost segregation and R&D credit rules through hands-on experience and collaboration with team members

Requirements:

• Bachelor’s degree in accounting, finance, business, or a related field OR equivalent experience
• Previous experience in tax or accounting roles, preferably with exposure to cost segregation, fixed asset concepts, R&D credits, and/or incentive studies
• Eager to learn and develop technical expertise for a successful career in tax credits and incentives
• Able to organize and manage detail-intensive data/files while following established processes
• Technical verbal and written communication skills with close attention to detail
• MS Suite proficiency, especially Excel

Qualifications:

• Medical, Dental, Vision Insurance
• 401(k) with company match
• Unlimited PTO and paid holidays
• Paid parental leave (birthing and adoption)
• Casual Dress
• Team building - parties, contests, wellness, service projects
• Cell phones – Phone and data plans 100% covered, add your spouse for $40/month
• Target Compensation for this role is

Skills:

• Technical verbal and written communication skills with close attention to detail
• MS Suite proficiency, especially Excel

Benefits:

• Medical, Dental, Vision Insurance
• 401(k) with company match
• Unlimited PTO and paid holidays
• Paid parental leave (birthing and adoption)
• Casual Dress
• Team building - parties, contests, wellness, service projects
• Cell phones – Phone and data plans 100% covered, add your spouse for $40/month

Pay:

Target Compensation for this role is

Schedule:

N/A