Senior Tax Associate, R&D

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the daily operations related to R&D Tax Credit and Sec. 174/Sec. 174A projects.

• Conduct virtual interviews with clients to assess their eligibility for the R&D credit.

• Generate technical reports based on client interviews.

• Prepare and review work papers, deliverables, and tax documentation.

• Identify R&D opportunities for clients by conducting thorough analyses of their financial statements and tax documents.

• Prepare and review calculations of R&D credits, taking into account Sec. 174/Sec. 174A considerations, for client distribution.

• Supervise and guide R&D Tax Associates.

⛳️ Requirements

• Bachelor's or Master's degree in Accounting, Tax, Finance, or a related discipline.

• 3-5 years of experience in R&D tax, holding hands-on responsibility for R&D Tax Credit and Sec. 174/174A evaluations.

• CPA, EA, or in progress preferred; Attorney (licensed to practice in a U.S. jurisdiction) also accepted.

• Familiarity with Kipsi R&D tax software is advantageous.

• Proven experience in supervising, mentoring, or training junior personnel.

• Intermediate-to-advanced Excel proficiency, with experience in detailed calculations and financial analysis.

• Self-driven and capable of working independently in a fully remote environment.

• Technical knowledge of software and/or biotechnology sectors.

🏝️ Benefits

• 100% remote work, providing flexibility to work from anywhere.

• Flexible work schedule.

• Generous reimbursement for home office expenses.

• Medical, Dental & Vision Insurance for you and your dependents.

• Flexible PTO.

• 401k plan with company matching.

• Short & Long Term Disability Insurance.

• A collaborative and communicative workplace culture.