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 who possess TAX CREDIT experience specific to R&D.
Principal Responsibilities
- Conduct initial interviews with Client to understand operations and R&D Tax Credit 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
- Preparation of supplemental information required for amendments
- 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:
- REQUIRED: Five (5) plus years providing Tax Credit Preparation and management preparing R&D Tax Credits.
- A Bachelor s degree with a focus in accounting engineering legal or related field
- CPA or J.D. candidates strongly preferred
- 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 situation
Preferred Skills/Qualifications:
- Experience working with controlled groups
- Knowledge of Section 174 amortization
- Knowledge of relevant court cases related to the R&D credits
Benefits
Medical Dental Vision Life Disability 401k
Residence in the United States and authorized to work in the United States. Skills/Qualifications we are looking for REQUIRED: Five (5) plus years providing Tax Credit Preparation and management preparing R&D Tax Credits. A Bachelor s degree with a focus in accounting, engineering, legal or related field CPA or J.D. candidates strongly preferred 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 situation
Education
Tax Credit Experience with Research and Development Tax Credits specifically.