Tax Credits & Incentives Advisory Senior Associate - R&D

Overview

This role is part of the Tax Credits & Incentives Advisory team and involves advising clients on Research & Development (R&D) tax matters. The position supports work hybrid from select office locations or remotely within the United States.

Responsibilities

• Provide tax consulting services related to the Research and Development Tax Credit and the capitalization and amortization rules under IRC Section 174.
• Understand common software development methodologies, programming concepts, architectural design patterns, and software terminology (including programming languages, backend database schema, messaging queues and techniques).
• Conduct technical interviews in the context of Section 41 to gather qualitative details about how client work meets the definition of qualifying research activities.
• Review technical documentation and draft project narratives documenting how client projects meet Section 41 guidelines.
• Collaborate with team members to scope R&D Tax Credit benefits, conduct R&D studies, perform tax technical research, and interact with clients across a range of industries.
• Create and update costing models to track business expenditures and calculate credit and capitalization amounts.
• Understand the value of employer time tracking and how it can be integrated into a project.

Requirements

• Prior experience from an accounting firm working with clients and the IRC Section 41 research credit.
• Recent industry experience in software development, consulting, or engineering (preferred).
• Bachelor’s degree in Computer Science / Engineering, Technology, Information Systems, Accounting or Finance.
• Knowledge of common computer infrastructure concepts, web-based or n-tiered architectures, and performance tuning of databases and middleware.
• Written and verbal communication skills sufficient to conduct technical interviews with technical management, solution architects, and product owners, and to write up project narratives summarizing findings.
• Strong writing skills to accurately capture and articulate information from subject matter experts discussed during technical interviews (including referencing related technical documentation).
• An inquisitive mindset with the ability to continue educating yourself in your specialty area.

Preferred Qualifications

• Recent industry experience in software development, consulting, or engineering.

Compensation & Benefits

• Pay range: $83,700 - $135,400
• Benefits may include:
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Generous Paid Time Off
  • Retirement plans
  • Paid Care Leave
  • Other programs designed to enhance personal and work life and provide financial protection

Location

• Hybrid work is available from select office locations or remote work is available within the United States.

Additional Information

• Candidates must demonstrate eligibility to work in the United States; work sponsorship is not provided for this position.
• This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
• Equal employment opportunity is provided without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state, or local laws.