Senior Consultant, R&D Tax

Forvis Mazars, LLP; Virginia, Tysons (MN, VA); On-site; USD 65,000 - 109,000; Full time

Job summary

Join a forward-thinking company as a Senior Consultant in R&D Tax, where you will provide essential consulting services to diverse clients, including Fortune 500 companies and startups. This role involves working closely with a multi-disciplinary team, guiding clients through the complexities of R&D tax credits, and ensuring high-quality service delivery. You will have the opportunity to develop your skills in a supportive environment that values growth and innovation. If you have a passion for tax consulting and a desire to make a significant impact, this is the perfect opportunity for you.

Benefits

Flexible time off

401(K) plan

Health benefits

Parental leave

Profit-sharing contributions

Qualifications

• Minimum 2 years of professional experience, preferably in research credit.
• Candidates should be growth-motivated and supportive of team goals.

Responsibilities

• Providing R&D tax consulting services to a variety of clients.
• Coordinating with managers on all phases of R&D credit engagements.

Skills

Excellent written and verbal communication skills

High-level analytical and reasoning skills

Strong organizational skills

Attention to detail

Ability to meet stringent client deadlines

Education

Bachelor's degree in Accounting, Business, Finance, Engineering, or related field

JD (Juris Doctor)

Tools

Microsoft Office Suite

Job description

General information

Name

Consulting - Tax Specialty - Senior Consultant - R&D Tax

Posting Title

Senior Consultant, R&D Tax

Ref #

2234335

Date Published

Tuesday, January 7, 2025

City

Houston

State

Texas

Country

United States

Job Category

Tax Specialty

Office

Federal Specialty (Forvis)

Advertised Location

US-IL-Chicago, US-NC-Charlotte, US-NC-Charlotte, US-NJ-Iselin, US-PA-Fort Washington, US-TX-Houston, US-VA-Tysons

Working time

Full Time

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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Illinois Wage Transparency

Pursuant to Illinois' Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non-exempt/hourly positions will be eligible for time and half pay for employees that work over 40 hours in a workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/. Forvis Mazars reserves the right to make changes to the salary range based on business needs.

IL Minimum Salary (USD)

$ 65000

IL Maximum Salary (USD)

$ 108500