Tax Associate-Remote

We are a exceptional practice that is growing rapidly. We help clients structure a technically credible claims. We have extensive experience with IRS offices which help for quick integration of reporting requirements.

If you have over 2 years of Tax associate experience and want to learn and grow with at TOP Research Tax Credit firm please apply below!!

Competitive Salary
401k
PTO
Health Benefits
Dental
Vision

A bachelor’s degree in Accounting, Finance, or Economics.

Enrolled Agent or Licensed Certified Public Accountant (or in the process of pursuing).

Minimum 2 years of experience as a tax associate

• Prior experience in Research Tax Credit consulting services is preferred but willing to train
• Strong analytical, planning, and problem-solving capabilities.
• High proficiency in spreadsheets.
• Strong writing skills.
• Ability to simultaneously work on several projects and effectively manage deadlines.
• Ability to work independently with minimal supervision.
• Detail-oriented and possess strong organizations skills to excel in a deadline-driven environment
• Ability to deliver excellent customer experience, including excellent technical written and oral communication skills.

The Job

• Assist in and conduct initial interviews with Client to understand operations and R&D applications of the company and to identify Qualifying Research Activities.
• Preparation of accurate credit calculations, including data gathering, development of calculation templates, and preparation of the related tax forms, at the federal and state level for multiple clients simultaneously in accordance with deadlines as required.
• Conduct in-depth interviews with Client personnel to gain high-level understanding of qualifying activities and process of experimentation utilized by technical staff.
• Preparation of thorough and accurate final reports documenting the Client’s R&D tax credit, including the description of the R&D study process conducted, supporting documentation of Qualifying Research Expenses, supporting documentation of Qualifying Research Activities, and other information demonstrating the R&D activities of the Client.
• Serve as a subject matter expert in discipline or industry.
• Perform audit support for clients as necessary, including preparation of schedules, drafting responses to IRS inquiries, participating in meetings with IRS agents to support R&D credits claimed, and other audit support as required.
• Develop and sustain excellent client relationships to ensure timely reception of supporting data and perform regular status updates as the study progresses toward completion in accordance with project deadlines.
• Work with and/or oversee team to coordinate overall project execution.
• Resolves conflicts and provide solutions to customers in a timely manner.
• Builds client relationships, maintains smooth working relationship with clients.
• Effectively communicates all technical material to clients, verbally and in writing.
• Appropriately manages risk and ensures quality control procedures are being executed.
• In addition, performing engagement management activities including billing analysis, clearly communicate work plan and project objectives to project team.