Financial Analyst

Salary: $60,000-75,000

Location: South Jordan, UT

Direct Hire Opportunity!

Position Overview

Kelly Services has partnered with a leading financial consulting firm to find a Quantitative Analyst to support the precise execution of R&D tax credit projects. In this pivotal role, you’ll apply your expertise in data analytics, structured calculations, and quality assurance to ensure every tax credit claim is accurate and audit-ready. Collaborating with research teams, clients, and tax professionals, you will deliver timely and reliable results on complex projects. If you excel at transforming data into actionable insight and want to make an impact in a collaborative, fast-paced environment, we want to hear from you!

Core Responsibilities

• Conduct thorough quantitative analysis of qualified research expenses (QREs), reconcile information from diverse data sources, and prepare detailed supporting schedules.
• Convert technical and narrative research outputs into precise numerical substantiation and tax credit calculations.
• Engage directly with CPAs and tax advisors to confirm methodologies, validate computations, and ensure each credit is defensible.
• Create clear, professional schedules, tables, and exhibits that effectively communicate the quantitative basis for each tax credit claim.
• Oversee the numerical aspects of each engagement from initiation to completion, proactively identifying and resolving any gaps in data or process.
• Document all assumptions, methodologies, and reconciliations to support audit defensibility and compliance with regulatory standards.
  
  

Requirements

• 3 years in tax credit analysis, financial analysis, or accounting
• Proficiency in performing pivot tables within MS Excel
• Possess a strong background in finance, accounting, economics, or quantitative research
• Strong ability to recognize and resolve discrepancies or errors in data and calculations with accuracy and precision
• Proven experience managing project timelines and driving assignments to successful completion under deadline constraints
  
  

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our financial staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing equal employment opportunities to all qualified employees and applicants regardless of race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or any other legally protected status, and we take affirmative action to recruit, employ, and advance qualified individuals with disabilities and protected veterans in the workforce. Requests for accommodation related to our application process can be directed to the Kelly Human Resource Knowledge Center. Kelly complies with the requirements of California’s state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.