Senior Consultant, Federal Specialty
Charlotte, NC - USA
Job Summary
- Deliver R&D tax consulting services to a diverse client base including Fortune 500 companies middle-market businesses owner-managed enterprises and start-ups
- Collaborate within cross-functional teams to provide technical insights and subject matter expertise
- Coordinate with Managers Senior Managers and Partners on all phases of R&D credit engagements including scoping engagement setup client communications project execution and final deliverables
- Delegate tasks and review work performed by junior staff aligning responsibilities with their experience and development goals
- Conduct research on R&D tax credit statutes IRS regulations and relevant case law to support client positions
- Assist in gathering and analyzing client documentation including financial records and technical project data
- Perform research credit calculations and contribute to the preparation of detailed technical reports
- Draft and review descriptions of qualified research activities to substantiate tax credit claims
- Participate in client interviews and site visits to identify and document eligible R&D activities
- Provide coaching and on-the-job training to staff supporting their professional growth and engagement success
- Contribute to team development initiatives and support firm-wide growth objectives
- Bachelors Degree in Accounting Finance Engineering or a related field
- 2 years of experience in public accounting or corporate tax
- Proficient in Microsoft Office Suite
- Masters Degree in Accounting Taxation or a related field
- Current and valid CPA EA JD or LLM credential
- Experience with Research & Development (R&D) Tax Credit Projects
Illinois Wage Transparency
Required Experience:
Senior IC
About Company
Ranked among the largest public accounting firms in the United States, Forvis Mazars is dedicated to providing an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services in all 50 states and internationally. Visit forvismazars.us to learn more.