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Role Description

This is a remote position.

Basic Function:

• Work as part of a multi-disciplinary team to support Research and Development (R&D) tax credit consulting services.
• The Associate works closely with Project Managers, Directors, and Clients to ensure accurate information is documented and logged.
• Duties include:
• Assisting with kickoff calls and client interviews
• Coordinating data gathering
• Supporting credit calculations
• Preparing project documentation
• Developing foundational knowledge of R&D tax credit regulations and applications by industry

Position’s Intention:

• The R&D Associate is an entry-level position that supports Project Managers in executing R&D tax credit studies.
• The Associate handles data gathering, client coordination, and documentation preparation while developing foundational knowledge of R&D tax credit regulations and study methodology under the guidance of team members.

Success Measurements:

• Client engagement
• Client satisfaction
• Production target goals

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.
• Participate in client interviews alongside Project Managers to observe operations, learn R&D identification methodology, and document Qualifying Research Activities.
• Gather and organize technical and financial data from clients, including payroll records, project documentation, and technical specifications.
• Assist Project Managers with data analysis, data validation, and preparation of calculation templates for credit computations.
• Research relevant technical and industry-specific topics as directed by Project Managers to support study documentation.
• Prepare draft sections of client reports under Project Manager guidance, including documentation of Qualifying Research Expenditures and Activities.
• Collaborate with quality control, client relations, accounting, and tax controversy departments to ensure smooth project workflow.
• Maintain regular communication with clients to request supporting documentation and provide status updates as directed by Project Managers.
• Support the development and maintenance of excellent client relationships through responsive and professional communication.
• Develop foundational knowledge of R&D tax credit regulations at federal and state levels and credit applicability across various industries.

Qualifications

• Strong analytical, planning and problem solving capabilities
• Demonstrate initiative and ability to work independently with minimal supervision required
• Interpersonal and soft skills that motivate trust, teamwork and transparency
• Bachelor’s Degree in Accounting or related field; or
• Zero (0) to One (1) year related experience and/or training; or equivalent combination of education and experience

Requirements

• Ability to write reports, business correspondence
• Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
• 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
• Knowledge of Microsoft Office, PDF editing software

Benefits

• Medical, Dental, Vision, STD, LTD, Basic Life, Vol Life
• HSA, FSA, Accident, Critical Illness, Hospital Indemnity
• Doctegrity, Pet Insurance
• 401k and much more!