What are the responsibilities and job description for the Research & Development Tax Senior position at KBKG?
Research & Development Tax Senior Associate
Houston
At KBKG, our PEOPLE are at the core of everything we do. We foster an environment that is inclusive and encourages personal and professional growth. Be part of a team that propels your career on a dynamic team that works with a range of clientele from small businesses to Fortune 500 companies across the globe.
As an integral part of the KBKG R&D Tax Credit team, the Tax Senior Associate will have direct access to both local and national resources with KBKGs vast network of subject matter experts all led by Kevin Zolriasatain, leader of KBKGs R&D tax credit practice. The Senior Associate will research tax issues to keep up to date on the latest changes in the tax law related to their area of specialization, conduct fieldwork from the local office or travel to client sites, and work closely with the sales and marketing team to develop new business and grow as a thought leader. The primary responsibility for this role is to drive projects from beginning to completion, while leveraging and developing staff, as well as establishing and maintaining client relationships.
KBKG team members are offered a competitive benefits package that includes a hybrid work environment, mentorship program, team events and sports outings, volunteer opportunities, full medical, dental, and wellness programs, and much more. Candidates looking for growth opportunities can leverage KBKGs learning ladders, career development and training programs, and more to accelerate development and plan a path for the future.
Essential Duties and Responsibilities:
- Conduct fieldwork - Staff will conduct fieldwork specific to consulting projects. Field work could include visiting the client location, touring client facilities, investigating relevant facts, analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings.
- Sales & Marketing Staff can often assist in the procurement of business. Seniors will be made available to address technical questions as well as create relevant marketing content.
- Travel - Some travel may be required. However, most fieldwork can be completed from the office.
- Legal research - Tax consulting by nature requires that staff become experts in a particular field of the tax law. Staff will conduct research both in general and client specific.
- Personal development - Staff will be required to read and study relevant tax material related to the specific line of business. In this way staff will become experts in the related field.
- Manage workload - Staff will be required to multi-task and manage various project tasks at once. Project managers will be ultimately responsible for the overall project and deliverables. Staff are expected to initiate internal communication regarding status of tasks, relevant technical issues discovered, status of workload, expected due dates, etc.
Required Skills and Experience:
- Bachelor's degree
- Two to four years of experience with respect to conducting research credit studies
- Good communication skills (both written and verbal)
- Basic understanding of income tax theory
- Proficient in Microsoft Excel and other MS Office Suites.
- Proficient in basic tax concepts.
- Salary range is anywhere from 85k to 120k depending on experience.
Preferred Skills and Experience:
- Advanced degree is a plus
Additional Information:
- Ability to work additional hours as needed and travel to various client sites
KBKG, a Specialty Tax Service firm, helps business grow by delivering tax incentives to businesses and their CPAs. We are fast growing and take PRIDE in our innovative culture. Our team includes leading experts in our respective fields and a 20-year proven track record under IRS audits. We are national firm, with local service having offices in NYC, Atlanta, Detroit, Chicago, Dallas, Houston, and Los Angeles.
We help CPAs determine tax incentives that benefit their clients, and we are committed to handling each client relationship with care and diligence. Our ability to work seamlessly with CPAs is the reason so many leading firms across the nation trust KBKG. By partnering state-of-the-art technology with the best and brightest employees in the industry, we foster a culture of constant innovation and growth.
