R&D Tax Accountant

Leonid Group; United States; On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Health and dental insurance

Job summary

Leonid Group is seeking a QA Senior for a fast-growing R&D tax credit consultancy in the United States. You will ensure quality and accuracy of tax consulting services, and work on controlled group calculations, acquisitions, and dispositions while ensuring compliance with credit rules and expenses.

You will implement QA protocols, conduct audits, and collaborate with consultants and management to foster continuous improvement in service quality.

Qualifications

• Bachelor’s degree in accounting, finance, taxation, or related field; CPA/EA/JD preferred.
• 3–6 years of experience in R&D tax credit consulting or quality assurance.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication for client interactions and team training.

Responsibilities

• Review research credit models in Excel to ensure accuracy.
• Implement and maintain QA protocols and processes for the tax consulting team.
• Conduct regular quality audits to ensure compliance with tax regulations and internal standards.
• Collaborate with management to establish a culture of continuous improvement in service quality.
• Meet with consultants to discuss technical issues related to tax credit calculations and amortization.
• Review and validate amended claims packages before IRS submission and address IRS feedback.

Skills

Excel proficiency

Analytical thinking

Communication skills

Quality assurance

Education

Bachelor’s degree in accounting/finance/taxation

Job description

Leonid Group has been retained by a highly exciting, fast growing R&D tax credit consultancy in the US, to provide a QA Senior.

You will be responsible for working in a department that ensures the quality and accuracy of tax consulting services and establishing robust processes. This role also includes involvement with the analysis of controlled group calculations, acquisition and dispositions, ensuring compliance with research and development credit and expense rules, and reviewing amended claims package submissions.

Quality Assurance:

• Review research credit models using Excel to ensure accuracy.
• Implement, and maintain quality assurance protocols and processes for the tax consulting team.
• Conduct regular quality audits to ensure compliance with tax regulations and internal quality standards.
• Collaborate with management to establish and maintain a culture of continuous improvement in service quality.
• Meet with consultants to discuss technical issues related to their research tax credit(s) and research tax expense calculations and/amortization.

Compliance and Documentation:

• Conduct detailed reviews of credit calculations to validate claim accuracy.
• Ensure that all tax credit claims, including amended claims, are thoroughly documented, compliant with relevant tax laws, and supported by comprehensive evidence.
• Review and validate documentation provided by clients to substantiate their tax credit claims.
• Update and keep current all qualitative and quantitative templates used by consultants to deliver research tax credit projects.

Reviewing/Updating Amended Claims Packages:

• Review and assess amended claims packages prior to submission to the IRS and review those that have been returned by the IRS for further evaluation.
• Identify deficiencies, inconsistencies, or areas for improvement in the amended claims process.
• Collaborate with consultants to address IRS feedback and update claims packages for resubmission.

Training:

• Assist QA manager to provide training to R&D tax professionals from the junior consultant through the manager level.
• Assist QA manager to provide training and work with Business Developers to assist them with general understanding of the Research Tax Credit and assist with any questions during the sales process.

Research:

• Perform research on various tax topics, including but not limited to the research tax credit, amortizing research expenses, and other related topics.
• Report on findings of research projects to the Head of Consultancy and/or Senior Compliance Partner.

Qualifications & Experience:

• Proficient in using Excel.
• Bachelor’s degree in accounting, Finance, Taxation, or a related field (CPA, EA, or JD preferred).
• 3-6 years of experience in R&D tax credit consulting, tax compliance, or quality assurance.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication skills for client interactions and team training.
• Experience with AI software and/or development is a plus.
• Various insurances included (including family dental, medical etc).