Overview

The Tax Credit Tax Associate or Senior Tax Associate will work closely with partners, managers and clients while serving as a consultant and representative on research tax credits, energy credits and other credits, with the focus on research (“R&D”) credits. The individual will also be involved with state corporate income, personal income, sales and use and other state taxes.

Essential Duties

• Provide tax consulting services as it relates to the R&D Tax Credit.
• Understand common software development and engineering methodologies.
• Conduct technical interviews, within the context of Section 41 to gather qualitative details as to how client’s work meets the definition of qualifying research activities.
• Review technical documentation to draft project narratives to document how client projects meet Section 41 guidelines.
• Work with team members to scope Research Tax Credit benefits, conduct Research Tax Credit studies, perform tax technical research, and interact with clients in a wide range of industries.
• Address other credits including the energy credits as well as state and local tax issues as needed.
• Interact with seniors, managers, partners, and clients.

Qualifications

• BA/BS/MS Accounting degree from an accredited college/university required; MST preferred.
• 2 years of experience working within a Tax Credit practice.
• 150-credit coursework completion required.
• CPA or EA designation preferred.
• Proficient in Microsoft Excel and Microsoft Word.
• Some planning and problem solving experience.
• Strong accounting and analytical skills a plus.
• Excellent interpersonal, verbal and written communication skills.
• Ability to meet challenging client requirements, provide services and possess strong communication, interpersonal, analytical and research capabilities.
• Ability to exercise independent judgment and make sound decisions and recommendations in client related matters pertaining to tax returns.
• Ability to work additional hours as needed to meet client deliverables.

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