R&D Sr. Associate

This is a remote position.

Basic Function:

Work as part of a multi-disciplinary team in conducting Research and Development (R&D) tax credit consulting services. The Senior Associate works with Project Managers to execute key project components including leading assigned client interviews, assessing applicability of R&D tax credit for specific activities, preparing credit calculations, drafting supporting documentation and reports, performing technical research at federal and state levels, and developing specialized knowledge of R&D applications by industry.

Position’s Intention:

Success Measurements:

Essential Duties:

• Review engagement letters for completeness, document project scope, and track project due dates;
  
• Create and maintain project folders and update project listings on the R&D project board;
  
• Coordinate kickoff communications between clients and assigned Project Managers via scheduled calls or email;
  
• Conduct in-depth technical research on industry-specific topics, regulatory developments, and case law to support study methodology and documentation;
  
• Independently prepare accurate credit calculations, including data gathering, development of calculation templates, and preparation of related tax forms at the federal and state level for multiple clients simultaneously;
  
• Prepare comprehensive draft reports documenting the client's R&D tax credit, including description of the study process, supporting documentation of Qualifying Research Expenditures and Activities, and technical narrative demonstrating R&D applicability;
  
• Perform detailed data analysis and validation to ensure accuracy of financial information, payroll allocations, and qualifying expense calculations;
  
• Develop and maintain client relationships through regular communication, status updates, and timely follow-up on outstanding documentation requests;
  
• Review and quality control work performed by Associates, providing feedback and guidance to support their professional development;
  
• Collaborate closely with Project Managers to develop project timelines, identify risks or challenges, and ensure deliverables meet quality standards and deadlines;
  
• Coordinate with quality control, client relations, accounting, and tax controversy departments to resolve complex issues and ensure comprehensive client service;
  
• Assist Project Managers with more complex aspects of studies, including multi-state credit calculations, alternative credit methods, and technical documentation for high-risk positions;
  
• Maintain current knowledge of R&D tax credit regulations, IRS guidance, and state-specific requirements to ensure compliance and optimal credit calculations;
  
• Support team training initiatives by sharing technical knowledge, documenting best practices, and contributing to template and process improvements.
  

Required Skills:

• Strong analytical, planning, and problem-solving capabilities
  
• Ability to work independently and take ownership of project components with minimal supervision
  
• Excellent interpersonal and communication skills that build trust and credibility with clients and team members
  
• Advanced attention to detail and commitment to accuracy in technical and financial work
  

Education/Certification:

• Bachelor’s Degree in Accounting or related field; or One (1) to Three (3) years related experience and/or training; or equivalent combination of education and experience.
  

Language Skills: 

• Ability to write reports, business correspondence
  
• Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
  

Reasoning Ability: 

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
  
• Ability to interpret a variety of instructions furnished in written, oral, or schedule form
  

• To perform this job successfully, an individual should have knowledge of Microsoft Office, PDF editing software