Senior Consultant, Small Medium Business Incentives

Why Ryan

• Hybrid Work Options

• Award-Winning Culture

• Generous Personal Time Off (PTO) Benefits

• 14-Weeks of 100% Paid Leave for New Parents (Adoption Included)

• Monthly Gym Membership Reimbursement OR Gym Equipment Reimbursement

• Benefits Eligibility Effective Day One

• 401K with Employer Match

• Tuition Reimbursement After One Year of Service

• Fertility Assistance Program

• Four-Week Company-Paid Sabbatical Eligibility After Five Years of Service

The Senior Consultant Small/Medium Business Income Tax Incentives (Senior Consultant) leads and delivers projects that help clients identify document calculate and secure a variety of Federal and state income tax incentivesincluding Small/Medium Business incentive programs Federal income tax planning opportunities and Research & Experimentation (R&D) tax credits.

This role manages key project workstreams analyzes financial and technical data conducts tax research supports audit defense and prepares and reviews technical deliverables. The Senior Consultant serves as a primary point of contact for clients collaborates with cross-functional tax teams and provides guidance and review for Consultants on the team. Work may require time onsite with clients and coordination with technical engineering financial and tax personnel.

Duties and responsibilities as they align to Ryans Key Results

People

• Creates a positive team experience by serving as a role model and supporting team development.
• Provides coaching mentoring and on-the-job training to Consultants including technical guidance data analysis techniques and project methodology.
• Reviews work performed by Consultants to ensure accuracy completeness and alignment with project standards.
• Facilitates knowledge sharing and contributes to process improvement across the practice.

Client

• Leads client interviews with technical engineering finance and tax personnel to gather information relevant to incentive qualification.
• Serves as a primary point of contact for client workstreams ensuring timely clear communication and outstanding client service.
• Responds to client requests and manages expectations throughout the engagement cycle.
• Participates in client meetings to present findings methodologies and tax positions.
• Develops and supports client proposals planning strategies and deliverable presentations.
• Collaborates with Federal Income Tax International Tax and other Ryan practice groups to support integrated client solutions.

Value

• Leads the gathering organization and analysis of large volumes of financial technical engineering and operational data; creates or reviews complex calculation models and databases.
• Performs and reviews tax law research technical writing and documentation supporting tax positions including incentive qualification under applicable Internal Revenue Code sections (e.g. Sections 41 174).
• Analyzes expenses and activities for qualification under a variety of tax incentive programs including R&D credits and other Federal income tax planning projects.
• Supports and may lead audit defense activities including responding to IRS and state inquiries preparing documentation packages and assisting managers with strategy.
• Prepares and reviews memorandums interview reports tax incentive calculations and other project deliverables prior to manager review.
• Performs other duties as assigned.

Education and Experience:

• Bachelors or Masters degree in Accounting Finance Business Engineering Science or related field.
• Minimum of two to four years of Federal income tax tax incentives R&D credit or related tax consulting experience.
• Strong analytical communication writing and project coordination skills.
• Proven ability to manage workstreams lead client interactions and review team deliverables.

Computer Skills:

• Advanced knowledge of Microsoft Excel Word Access PowerPoint Outlook and web-based research tools.
• Familiarity with legal/technical tax research platforms preferred.

Certificates and Licenses:

Valid drivers license required.

Supervisory Responsibilities:

Supervisory responsibilities include reviewing the work of Consultants training peers and providing constructive feedback and coaching.