Job Title:
Senior Consultant (R&D Tax Credit)
Job Responsibilities:
The Senior Consultant in the field of Federal Income Tax, Research and Experimentation (R&E) Tax Credit plays a crucial role in assisting clients with the identification and claiming of R&E tax credits. This position also involves supporting the R&E Manager in defending these credits during audits conducted by the Internal Revenue Service (IRS) and state tax authorities. The job is project-based and may require spending time at client facilities, collaborating with engineers and technical personnel. Key responsibilities include:
- Assisting the Manager in preparing client presentations for proposals, planning strategies, and generating ideas.
- Developing project work plans and scheduling associated deliverables under the guidance of the Manager.
- Conducting interviews with client engineering and technical personnel and drafting or reviewing detailed project interview reports.
- Gathering, formatting, and analyzing large volumes of accounting cost data and creating complex calculation databases using Microsoft Excel and/or Microsoft Access.
- Analyzing expenses for qualification under Section 174 and Section 41.
- Responding to client requests and corresponding with clients to meet deliverables.
- Participating in meetings with client tax department personnel.
- Preparing and reviewing R&E credit calculations and R&E deliverables.
- Collaborating with Federal Income Tax and International Tax colleagues on other tax matters as needed.
- Performing other duties as assigned.
Education and Experience:
Candidates for the Senior Consultant position are required to have a Bachelor's degree or Master's degree in Accounting, Finance, Engineering, or a Juris Doctorate (or equivalent) along with two to four years of R&E tax credit experience. Essential skills include excellent organization and time management, strong communication abilities, and a willingness to learn and work as part of a team.
Computer Skills:
Proficiency in Microsoft Excel is necessary for this role. Additionally, a working knowledge of Microsoft Word, Access, PowerPoint, Outlook, and Internet navigation and research is required.
Certificates and Licenses:
A valid driver’s license is required for this position.
Supervisory Responsibilities:
The Senior Consultant position involves supervisory responsibilities, including the training of peers and checking work for accuracy and completeness.
Salary Information:
Compensation for the Senior Consultant position varies based on location and other factors such as qualifications and experience. The base salary hiring range for this position is as follows:
- California-based roles: $83, - $110,
- Other California-based roles: $76, - $101,
- Colorado-based roles: $73, - $96,
- Illinois-based roles: $76, - $101,
- Other Illinois-based roles: $73, - $96,
- New York-based roles: $83, - $110,
- Other New York-based roles: $70, - $92,
- Washington-based roles: $76, - $101,
The company considers various factors when making offers, including qualifications and experience. Certain roles may also be eligible for incentive compensation.
Additional Benefits:
The company offers several benefits, including hybrid work options, generous personal time off benefits, paid leave for new parents, gym membership or equipment reimbursement, immediate benefits eligibility, 401K with employer match, tuition reimbursement after one year of service, a fertility assistance program, and a company-paid sabbatical eligibility after five years of service.
