Senior Tax Specialist - R&D

Senior Tax Specialist - R&D

We are seeking a Senior Tax Specialist to join our Research & Development (R&D) group. This role offers a unique opportunity to engage deeply with highly profitable business sectors, supporting innovation through tax strategy and compliance. With a focus on R&D tax credits, you will enjoy the support of an established firm known for its commitment to work-life balance, excellent benefits, and career progression opportunities. Not only will you be instrumental in managing and executing tax projects, but you will also help our diverse clientele maximize their investments in research and development with strategic tax guidance.

Salary: DOE per year

Essential Duties and Responsibilities:

• Lead planning, execution, and management of R&D tax credit projects ensuring adherence to budget and timelines.
• Conduct detailed review and preparation of R&D tax credit calculations and associated forms.
• Handle IRS and other tax authority inquiries efficiently to mitigate client concerns.
• Engage with clients to conduct technical interviews, provide consulting advice, and build relationships.
• Develop and oversee junior staff to help them grow professionally while contributing to the firm’s goals.
• Compose and deliver comprehensive technical memorandums and client correspondence.

Minimum Position Qualifications:

• 2 to 4 years of proven experience in public accounting or R&D tax consultancy.
• Bachelor’s degree in accounting or a master’s degree in a related field.
• Current and valid CPA license or active pursuit of the license through state exams.
• Solid understanding of multistate credits and incentives with specialization in R&D tax credits.
• Strong foundation in US GAAP, tax compliance, and general accounting principles.

Preferred Qualifications:

• Effective communication and interpersonal skills to interact with diverse client groups.
• Demonstrated ability to manage multiple projects simultaneously with high attention to detail.
• Experience in tax software and standard computing platforms for tax processing and research.
• Strategic thinker with a problem-solving mindset able to navigate complex tax scenarios.
• Leadership qualities that encourage team collaboration and development.

Skills:

• Advanced knowledge of federal and state taxation systems and compliance requirements.
• Proficient in tax preparation software and Microsoft Office Suite.
• Strong analytical skills with a keen attention to detail.
• Ability to articulate complex tax concepts to non-specialists.
• Exceptional project management skills.

Benefits:

• Competitive salary including overtime paid at time and one half.
• Comprehensive health and wellness benefits.
• 5% employer contribution to 401K program.
• Substantial opportunity for career advancement and professional growth.
• Generous paid time off and flexible working arrangements.