Tax Associate

Summary

The R&D Tax Associate will work closely with clients to understand their activities and determine eligibility for R&D tax credits, gather detailed information on projects and expenditures, analyze client projects and expenditures, prepare and maintain documentation supporting the R&D tax credit claims, collaborate with other team members, and assist in the development of best practices and procedures. The ideal candidate should have a Bachelor's degree in accounting, Finance, Engineering, or a related field, previous experience in tax, accounting, or a related field, excellent written and verbal communication skills, high level of accuracy and attention to detail, and ability to analyze complex technical and financial information.

Requirements

• Educational Background: Bachelor's degree in accounting, Finance, Engineering, or a related field. Advanced degrees or certifications (e.g., CPA) are a plus
• Previous experience in tax, accounting, or a related field, preferably with a focus on R&D tax credits but not required
• Ability to analyze complex technical and financial information
• Excellent written and verbal communication skills for client interaction and report preparation
• High level of accuracy and attention to detail in documentation and analysis

Responsibilities

• Work closely with clients to understand their activities and determine eligibility for R&D tax credits
• Gather detailed information on projects and expenditures
• Analyze client projects and expenditures to identify qualifying activities R&D
• Review technical documentation, project plans, and financial records to assess eligibility
• Prepare and maintain detailed documentation supporting the R&D tax credit claims
• Draft detailed reports and claims for submission to tax authorities
• Collaborate with other team members to ensure accuracy and completeness of claims
• Assist in the development of best practices and procedures for claiming R&D tax credits

Benefits

• Wellness program
• HMO coverage
• Rewards and Recognition program
• Free shuttle service (provided by CDC | for onsite employees)
• Free lunch meal (For onsite employees)
• On-demand learning classes
• Discretionary time off and Holidays
• Performance-based salary increase
• Discretionary incentive compensation based on client or individual performance
• Hybrid set up to selected roles/location, terms and conditions may apply
• CPA & Certification Assistance and Bonus Program