R&D Tax Credit Support Specialist (US Based Client)

Employment Type: Full-Time Employment
Work Set-Up: Onsite onboarding for 24 weeks followed by a transition to a work-from-home setup.
Work Schedule: Night Shift (Following U.S Time Zone)

The client helps property owners and businesses maximize tax savings and improve cash flow by conducting engineering-based cost segregation studies. These studies accelerate depreciation deductions on commercial and residential investment properties which can significantly reduce federal tax liability.

We are seeking a detail-oriented R&D Tax Credit Support Specialist to join our growing team and provide operational support to our U.S.-based R&D Tax Credit professionals. This role is responsible for organizing compiling and maintaining documentation required for U.S. Research & Development (R&D) Tax Credit studies while ensuring the accuracy and completeness of client data and supporting workpapers.

The ideal candidate has a strong background in accounting tax bookkeeping financial analysis or R&D tax credit support with exceptional attention to detail and advanced organizational skills. Experience supporting U.S. R&D Tax Credit studies is highly preferred but candidates with relevant tax accounting or financial documentation experience are encouraged to apply.

This is a non-client advisory role. All technical analysis tax positions credentialed reviews and client advisory services remain the responsibility of the U.S.-based team.

• Accurately enter and organize client-provided financial payroll project contractor and supporting documentation into standardized templates and tracking systems.
• Prepare and maintain organized electronic workpapers and supporting documentation for R&D Tax Credit studies.
• Compile review and organize documents received from clients for completeness and consistency.
• Ensure all documentation follows established file naming conventions templates and internal documentation standards.
• Maintain accurate project files and documentation throughout each engagement.

• Populate calculation templates and workpapers prepared by the U.S.-based tax team.
• Assist in assembling project narratives and supporting documentation using information provided by clients and internal team members.
• Prepare documentation packages for review by senior tax professionals.
• Identify missing inconsistent or incomplete information and escalate issues to the U.S. team promptly.

• Coordinate routine requests for additional information from client contacts under the direction of the U.S.-based team.
• Track assigned tasks across multiple client engagements while meeting internal and client deadlines.
• Review completed work for accuracy and completeness prior to submission.
• Incorporate feedback from reviewers and maintain version control of project files.
• Provide regular progress updates on assigned projects and communicate potential delays or issues.

• Follow established procedures documentation standards and internal workflows.
• Maintain confidentiality of client financial and business information.
• Continuously improve the accuracy and efficiency of assigned processes.
• Participate in training sessions related to U.S. R&D Tax Credit documentation and internal procedures.

• Bachelors degree in Accounting Finance Business Administration Economics or a related field.
• 5 years of experience in R&D tax credit support accounting tax bookkeeping financial analysis audit support or a related role involving financial documentation and data management.
• Strong proficiency in Microsoft Excel including working with formulas spreadsheets and structured templates.
• Excellent attention to detail with a high degree of accuracy in data entry and documentation.
• Strong written and verbal English communication skills.
• Excellent organizational and time management skills with the ability to manage multiple priorities.
• Ability to work independently while collaborating effectively with a remote U.S.-based team.
• Comfortable following structured processes and established documentation standards.

• Previous experience supporting U.S. R&D Tax Credit studies.
• Knowledge of U.S. tax documentation and accounting practices.
• Experience working with CPA firms tax advisory firms or financial consulting organizations.
• Familiarity with reviewing financial statements payroll reports general ledgers project costing and contractor documentation.
• Experience using document management systems workflow tools or project tracking software.

• Exceptional attention to detail
• Analytical thinking and problem-solving
• Strong organizational skills
• Excellent written and verbal communication
• Time management and prioritization
• Confidentiality and professionalism
• Collaboration in a remote work environment
• Adaptability and willingness to learn

WHY INTELASSIST
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