Offer summary

Qualifications:

Bachelor’s degree in accounting, engineering, or a related field., 5 to 7 years of relevant experience or equivalent combination of education and experience., Strong attention to detail and excellent organizational skills., Strong written and verbal communication skills, with interpersonal skills for client interactions..

Key responsibilities:

Conduct initial interviews with clients to identify qualifying research activities.

Prepare accurate credit calculations and related tax forms for multiple clients.

Document the R&D tax credit process and supporting documentation for clients.

Develop and maintain excellent client relationships and provide regular project updates.

Job description

This is a remote position.

Our Organizations Purpose:

As the guardian of small businesses, we are devoted to bringing innovative solutions, awareness, and educational resources that promote tax-saving credits and incentives to mainstream America.

Join our Research & Development Tax Credit Project Management Team. A fully remote position for candidates residing in the US.

Principal Responsibilities

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.

Skills/Qualifications we are looking for

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