National Tax - R&D Senior Associate

Opportunity ID

9832

Department

Tax

Location(s)

Charlotte

State

North Carolina

Function

National Tax

Job Description

We currently have an exciting career opportunity for an R&D Credit Services - Senior Associate to join our National Tax practice.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices. This position is considered remote which means it does not require job duties be performed within proximity of a CohnReznick office location. However, as a remote employee, you may be required to be present at a CohnReznick office with scheduled notice for client work, team meetings, or trainings.

YOUR TEAM.

This position will support the R&D Credit Services Team, which in turn supports the firm's National Tax practice. R&D Credit Services is a growing national team with opportunities for its members to become regional leaders.

The R&D Credit Senior Associate is responsible for supporting and running key aspects of R&D engagements; researches tax issues, conducts fieldwork, reviews technical work products, and contributes to sales and marketing efforts.

YOUR ROLE.

Responsibilities include but not limited to:

• Assist and led key aspects of R&D credit studies and related activities to ensure all engagements are conducted in accordance to practice standards, completed on time, and within budget including conducting fieldwork to assisting with client deliverables
• Consistently demonstrate expert time management skills, proper prioritization of projects, personal time, completing work in a timely manner, and avoiding PTO and personal time during critical times of year
• Demonstrate expert project management skills, keeping projects progressing, and updating managers and stakeholders
• Provide proactive in project updates to managers and stakeholders to manage expectations
• Assist in the execution of work plans designed to identify and quantify research credit claims
• Assist in exam defense through IDR support, exam analysis, and client management
• Assist in drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other tax technical memoranda
• Assist in new business development internally
• Explain in simple terms complex tax technical matters to firm and client personnel
• Assist other team members with the delivery of engagements as needed
• Conduct engagement review, technical review of calculations, work papers, and deliverables of staff prepared work
• Provide suggestions for efficiency improvement in process and engagement management, and other aspects of the practice

YOUR EXPERIENCE.

The successful candidate will have:

• Minimum of 2+ years' industry experience required
• Bachelor's degree from an accredited college/university required
• Eligible to sit for or have made progress towards CPA, J.D./LL.M.
• Ability to work on / manage over 30 engagements throughout the year
• Strong verbal and written communications skills with the ability to evaluate and articulate complex information via email, phone, and video
• Strong understanding of R&D credit study engagement process and ability to navigate through various stages
• Understanding of topics including: controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously with a team and independently
• Able to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
• Candidate will be required to read and study relevant tax material related to R&D credit rules
• Ability to travel several days per month

In addition, please take a moment to review our

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

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