R&D Tax Credit Consultant — Impactful Client Work & Growth

Mcguire-Sponsel; Dallas (TX); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

401(k) with employer match

4 weeks PTO

9 paid holidays

Wellness programs

Team-building events

Job summary

McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country, with 5 offices including Dallas. We pride ourselves on combining technical expertise with exceptional client service and cultivating the best talent.

The R&D practice conducts retroactive studies, current year engagements, and risk advisory services. Our consultants combine tax law with engineering to maximize research credits and reduce tax burdens; this role offers

Qualifications

• Bachelor's degree in accounting, engineering, or business or related field.
• 1-3 years of accounting, engineering, or analytical experience.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Travel up to 30% across the U.S.
• Proficiency in Microsoft Excel.

Responsibilities

• Review and analyze financial, technical, and operational data for each R&D project.
• Prepare tax credit calculations and supporting documentation using Excel.
• Write clear, technical project narratives summarizing findings and qualifying research activities.
• Conduct on-site client visits to understand research processes, technologies, and qualified activities.
• Participate in client interviews to gather detailed information for project evaluation.
• Manage client relationships through effective communication and timely project delivery.
• Collaborate with internal teams to ensure accurate, compliant, and high-quality study outputs.
• Maintain organized project documentation and adhere to project deadlines.
• Assist with research on regulatory guidance, tax rules, and relevant industry trends.
• Critical Thinking: Identifies critical relationships in information
• Detail-Oriented: Demonstrates concern for thoroughness and accuracy
• Effective Communication: Listens and clearly presents information
• Emotional Intelligence: Recognizes emotions in typical situations and their effects on self and others.
• Project Management: Manages well defined projects

Skills

Analytical skills

Organizational skills

Problem-solving

Excellent communication

Client-facing

Microsoft Excel

Education

Bachelor's degree in accounting, engineering, business, or related field

Tools

Microsoft Excel

Job description

McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country, with 5 offices including Dallas. We pride ourselves on combining technical expertise with exceptional client service and cultivating the best talent.

The R&D practice conducts retroactive studies, current year engagements, and risk advisory services. Our consultants combine tax law with engineering to maximize research credits and reduce tax burdens; this role offers