About the Role: We're seeking a dedicated R&D Senior Associate to join our dynamic team. If you're ready to take the lead on challenging projects and make a lasting impact, we want to hear from you.
What You Will Do: The R&D Senior Associate is responsible for managing and overseeing multiple R&D client studies from start to finish. You'll be the main point of contact for clients, ensuring the successful execution of all stages of the study.
Essential Functions and Responsibilities:
Identify areas of qualified client activities and perform qualification analysis to validate or refine research expenses.
Conduct virtual and in-person technical client interviews related to employee activities, projects, data analysis, and business operations.
Calculate federal and state R&D tax credits.
Develop study methodologies tailored to each client's specific needs.
Draft customized client deliverables, including executive summaries and technical memos.
Develop valuable and lasting client relationships through excellent communication, meeting deadlines and expectations, and presentation of client deliverables.
Assist with R&D Associate training as requested.
Actively solicit referrals and references from clients.
Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons.
What You Will Need:
Ability to work autonomously and within a team.
Excellent written and verbal communication skills.
Highly organized and detail-oriented with the ability to prioritize, plan, and organize activities.
Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
Strong problem-solving and troubleshooting skills.
Strong analytical skills and reasoning abilities.
Willingness to change to meet organizational needs.
Ability to process and maintain confidentiality while processing sensitive data.
Ability to recognize when an incident needs to be escalated.
Education and Experience:
Bachelor's degree in Finance, Accounting, or Business preferred, but not required.
4+ years experience in the tax industry.
2+ years' R&D project management experience.
We value diversity and are committed to creating an inclusive environment for all employees. If you're ready to take your career to the next level and contribute to groundbreaking tax research, apply now!