The RoleWe are looking for a
Sr. Tax Associate, R&D to support our in-house R&D tax offering. In this role, you will conduct and document technical interviews with clients and subject matter experts, perform tax research, and prepare R&D tax credit and Section 174/174A analyses in accordance with applicable standards.
You will own day-to-day responsibilities on assigned engagements, support technical execution, and collaborate closely with team members to help deliver high-quality client work. This is a fully remote role in a multi-client environment, where you will balance several engagements at once and contribute to a growing, collaborative team.
Your Atypical, Typical Day- Manage day-to-day responsibilities for assigned R&D tax credit and Section 174/174A engagements.
- Conduct virtual client interviews to document activities relevant to the R&D credit.
- Draft technical reports based on client interviews and supporting documentation.
- Prepare and review workpapers, deliverables, and tax forms.
- Identify R&D opportunities by analyzing client financial statements and tax documents.
- Prepare and review R&D credit calculations, including Section 174/174A considerations, for client delivery.
- Support junior team members by answering questions, sharing technical guidance, and reviewing work as needed.
- Assist with engagement budgeting, billing, and other administrative responsibilities to support timely delivery.
- Participate in IRS phone meetings with clients as needed, acting under appropriate authority.
- Balance multiple client engagements and priorities while communicating clearly and promptly with the team.
- Support technical R&D research and contribute to internal knowledge development.
- Assist with business development activities, including contributing to proposals for prospective and existing clients.
- Stay current on tax law and regulatory developments related to the R&D credit.
About You- Bachelor's or Master's degree in Accounting, Tax, Finance, or a related field.
- 3-5 years of experience in R&D tax, with hands-on responsibility for R&D tax credit and Section 174/174A analyses.
- CPA, EA, or progress toward either preferred
- IRS client representation credential is a plus.
- Experience with Kipsi R&D tax software is a plus, as is experience with Alteryx or Power BI.
- Experience supporting or mentoring junior staff is preferred.
- Intermediate to advanced Excel skills, with experience working across multiple data sources.
- Self-motivated and comfortable working independently in a fully remote environment.
- Technical understanding of software and/or biotechnology industries, with comfort speaking with technical leads about R&D activities.
- Ability to translate accounting concepts for technical audiences.
- Working knowledge of accounting methods is a plus.
- Strong computer skills, including Google Workspace, Slack, and the ability to quickly learn new software.
- Excellent written and verbal communication skills.
- Proven ability to manage multiple client engagements simultaneously while meeting deadlines and delivering high-quality work.
- Strong analytical, research, organizational, and communication skills, with sharp attention to detail.
- Genuine passion for delivering exceptional client service, as this role involves extensive client interaction.
- Comfortable working in a fully remote, camera-on culture, confidently leading and facilitating meetings via Google Meet or Zoom.
What We Offer- 100% remote, work-from-anywhere flexibility. Forget the commute! We're a remote-first workplace, so you can set up your office at home, at a coworking space, or on the beach if you'd like - as long as you have a reliable internet connection.
- Flexible work schedule to promote a healthy work-life balance.
- A generous home office expense reimbursement so you have the office you need to be productive.
- Medical, Dental & Vision Insurance for you and your dependents, with premiums fully covered for individual employee coverage on select plans.
- Flexible PTO - take time off from work when you need it.
- 401k with a company match to ensure you are ready for retirement.
- Short & Long Term Disability Insurance to support you when you need it the most.
- A collaborative, communicative culture driven by our Core Purpose + Values. We work with incredibly smart people who love to learn and share what they know. If this sounds like a team you'd like to be a part of, we'd love to hear from you.
The base pay range target for the role described in this job description is $80,000 - $100,000. Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data. In addition, full-time regular positions are eligible for 401(k), health benefits, and other benefits; some of these benefits may be available for part-time.
