We are looking for a talented R&D Tax Associate! Join our collaborative team and play a crucial role in supporting clients’ research and development (R&D) tax credit initiatives. The ideal candidate for this role is a self-starter with high energy, a passion for helping others, and a commitment to making a meaningful impact. As an R&D Tax Associate, you will gather documentation, help coordinate projects, schedule client interviews, and handle special projects. Take this opportunity to contribute to our clients’ success while advancing your career in a dynamic and supportive environment and seize the opportunity to grow both professionally and personally.

The ideal candidate will:

• Enjoy working on a cross-functional energetic team.
• Be flexible to go from working on internal project-related tasks to external communication with clients or meetings with R&D team members throughout the day.
• Want to work in a fast-paced atmosphere where they are recognized for their contribution to the team.

Skills needed for this position:

• Bachelor’s degree
• R&D Tax Credit experience is a plus
• Experience in project management
• Microsoft Suite proficiency
• Excellent communication skills (written and verbal)
• Must be organized and detail-oriented
• Must be team player
• Excellent writing skills
• Strong analytical and project management skills
• Self-Starter

Responsibilities

• Work with the R&D Tax Credit team to identify and gather documentation to support the preparation and calculation of R&D Tax Credits
• Coordinate and organize client documentation and schedule interviews in conjunction with Project Managers
• Assist in performing multiple projects simultaneously, including financial and project data entry, taking notes during client interviews, and preparing computations and analyses
• Serve as an internal project manager for all R&D projects, which includes updating and managing salesforce information, conducting project status meetings with R&D team, and coordinating with 3rd parties as needed
• Write technical reports and memorandums related to R&D projects in a clear and succinct manner based on interview testimony, review of technical documentation, and application of legal analysis
• Special Projects as assigned

More details about the R&D Associate position:

• Full-time opportunity
• Fully remote, normal business hours
• We offer a competitive benefits package
• Little to no travel

If you’re interested in joining our team, please click “Apply Now” to submit your resume.