Senior Consultant | R&D Tax

Description & Requirements

The research and development (R&D) tax credit is an incentive for companies to invest resources in the development of new and improved products, processes, and software.Forvis Mazars' R&D tax credit consultants work with companies in a multitude of industries to understand their R&D efforts and assist them with capturing these valuable tax savings.

How you will contribute:

• Providing research and development tax consulting services to a variety of clients including Fortune 500, private middle-market companies, owner-managed businesses, and start-ups

• Working as a multi-disciplinary team helping provide subject matter knowledge and experience

• Coordinating with the Manager, Senior Manager, or Partner on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing requirements, project execution, and report and deliverable preparation

• Delegating work to and reviewing work performed by staff in accordance with their experience and capabilities

• Researching R&D credit statutes, regulations, and case law

• Gathering client documentation and assisting in the analysis of client data (both financial and technical)

• Performing research credit calculations

• Creating detailed reports to substantiate tax benefits

• Developing and reviewing descriptions of qualified project activities to support R&D credit positions

• Actively coaching and training staff on all facets of engagement execution

• Performing site visits to assist with client interviews

• Candidates should be growth-motivated and supportive of the team's growth goals and expectations

We are looking for people with Forward Vision and:

• Excellent written and verbal communication skills

• High-level analytical and reasoning skills

• Strong organizational skills

• Willingness to "own" client engagements and demonstrates a strong desire to deliver high-quality, responsive client service

• Attention to detail without losing sight of the big picture

• Ability to meet stringent client deadlines

• Availability to travel 10% to 15% within the U.S.

Minimum Qualifications:

• Bachelor's degree in Accounting, Business, Finance, Engineering, or related field or JD
• 2 years or more of professional experience (research credit experience preferred, but not required)
• Proficiency with Microsoft Office Suite

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