What are the responsibilities and job description for the Future Opening: Research & Experimentation (R&E) Discovery Analyst position at Acquire Wealth Collective LLC?
The R&D Tax Credit Discovery Analyst will be responsible for researching, identifying, and documenting qualifying research and development activities (QRA’s) for clients in order to maximize their potential R&D tax credit.
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Responsibilities:
· Support technical interviews (‘discovery’ calls) with clients and/or their staff to obtain information about their QRA’s
· Research and analyze technical information related to clients' R&D activities and their QRA’s
· Prepare technical reports and documentation supporting clients' R&D tax credit claims
· Review and analyze financial data to determine the extent of clients' R&D expenditures and enter the data into proprietary systems designed to compute federal and state tax benefits
· Collaborate with other professionals, including CPAs, key members of a client’s team, vendors, or other resources to obtain documentation to substantiate the R&D Credit
· Provide excellent customer service to clients by responding promptly and professionally to inquiries while maintaining high levels of confidentiality.
Businesses can claim the R&D credit retroactively by filing amended returns for any open tax years, which in most cases, is three years.
Our team performs a scientific and technical assessment of potentially eligible projects or ‘initiatives’ you have undertaken at your business. We work directly with your CPA to file the necessary state and federal tax forms and provide you with a written R&D study that defends why your claims are fully substantiated.