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 incentives-including 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 Ryan's Key ResultsPeople- 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:- Bachelor's or Master's 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 driver's license required.
Supervisory Responsibilities: Supervisory responsibilities include reviewing the work of Consultants, training peers, and providing constructive feedback and coaching.
