Tax Associate - National Office (R&D)

 

The R&D Tax Associate at Armanino is responsible for assisting clients in identifying and maximizing federal and state research and development (R&D) tax credits and incentives. They will work closely with clients to gather the necessary information and documentation to prepare R&D tax credit claims.

Job Responsibilities:

Conduct client interviews and meetings to gather technical information about their research and development activities

Analyze technical documentation, financial data, and other information to identify qualified R&D activities and expenses

Collaborate with cross-functional teams, including engineers, scientists, and tax professionals, to gather the necessary information for preparing the R&D tax credit claim

Prepare technical reports and documentation to support the R&D tax credit claim

Perform calculations and quantitative analysis to compute the eligible R&D tax credits and incentives

Review and analyze tax returns and financial statements to identify tax planning opportunities related to R&D tax credits

Keep up to date with the latest R&D tax credit regulations and tax laws to ensure compliance and maximize tax benefits for clients

Assist in providing client support during tax audits or examinations related to R&D tax credits

Provide guidance and mentorship to junior team members, reviewing their work, and sharing best practices

Build and maintain client relationships through excellent service delivery and proactive communication

Qualifications & Experience Requirements:

Bachelors Degree in Accounting, Finance or a related discipline

Minimum of 2 years of experience in tax consulting/compliance within public accounting with a focus on R&D tax incentives

Preferred Qualifications:

Master s Degree in Taxation

CPA, JD, EA or equivalent credential

Compensation and Benefits

Compensation: Commensurate with Industry standards

Other Benefits: Provident Fund, Gratuity, Medical Insurance, Group Personal Accident Insurance etc. employment benefits depending on the position

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge