Senior Tax Associate - Research & Development

Senior Tax Associate - Research & Development

Join a well-established, highly profitable regional CPA firm as a Senior Tax Associate specializing in R&D. This role offers an exceptional work-life balance, competitive benefits, and a dynamic work environment with opportunities for career progression. As part of our Specialty Tax Services team, you will focus primarily on Research and Development tax credits, contributing to various tax planning, consulting, and compliance projects across diverse industry groups. Enjoy a professional setting that supports your development and recognizes the importance of personal contribution and teamwork.

Salary: DOE per year

Essential Duties and Responsibilities:

• Plan, execute, and complete tax projects effectively while managing multiple client engagements and adhering to budget constraints.
• Prepare and review R&D Tax Credit calculations, ensure compliance and accuracy in all processes.
• Conduct detailed tax research, prepare technical memorandums, and generate comprehensive client correspondence.
• Handle inquiries and audits from the IRS and other tax authorities with professionalism and expertise.
• Provide support in other capacities within the Specialty Tax Services group, ensuring a versatile and comprehensive service offering to clients.
• Develop and supervise junior staff, guiding them through complex tax issues and fostering a learning environment.
• Engage in client management and practice development activities to expand and elevate firm services.

Minimum Position Qualifications:

• 2 to 4 years of professional experience in public accounting, with a solid focus on R&D tax credits.
• Bachelor's or master's degree in accounting, finance, or a related field.
• Active CPA license or in the process of obtaining one through scheduled CPA exams.
• Profound understanding of federal taxation, state R&D Tax Credits, and tax compliance protocols.
• Adept at US GAAP, general accounting principles, and both entity and individual tax returns.

Preferred Qualifications:

• Previous exposure to multistate credits and incentives, especially in R&D.
• Demonstrable experience in leading and managing multiple engagement teams.
• Advanced problem-solving and analytical skills to deliver optimal tax solutions.
• Exceptional interpersonal and communication skills to navigate client relations and team interactions effectively.
• Strong leadership qualities and a proactive approach to handling complex tax situations.

Skills:

• In-depth knowledge of tax planning, consulting, and compliance.
• Strong organizational skills with attention to detail.
• Ability to multitask and manage various project elements simultaneously.
• High-level analytical and research skills.
• Effective verbal and written communication skills, essential for client and team interactions.

Benefits:

• Generous salary with overtime compensation at 1.5 times the regular rate.
• Comprehensive health care benefits, including dental and vision plans.
• 5% employer contribution to your 401K program, facilitating your financial security.
• Flexible work arrangements to support a balance between personal life and career.
• Opportunities for continual learning and career advancement within the company.