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Project Manager/ R&D Tax Credit Specialist (Remote)

Finance, Operations
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Job Description

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Overview

The Research and Development Tax Credit Specialist is responsible for utilizing your industry-specific knowledge to provide technical advice on R&D tax. You should have previous success in building professional and trusted relationships with R&D clients. In this role, you will work closely with sales, accounting, and current and prospective clients. Additionally, you will be responsible for offering new tax credit services.

Responsibilities:
  • Providing specialist advice on R&D tax credits
  • Preparation of written reports to support R&D tax credits claims
  • Preparing financial calculations to support claims
  • Work across a diverse portfolio of clients
  • Attending various client technical and business meetings

  • Requirements:
  • Minimum of 2 years of related experience in R&D tax credits or tax compliance
  • Excellent client service skills - internal and external
  • Critical thinking and problem solving skills
  • Strong research ability
  • Strong written and verbal communication
  • Ability to handle multiple priorities, tasks and simultaneous projects

  • Preferred:
  • 5+ years of experience in tax credits
  • Previous experience with a top-tier accounting firm
  • Familiar with Hubspot, CRM systems, and other accounting and tax preparation software

  • Perks:
  • Unlimited PTO
  • Competitive salary
  • Equity package
  • Medical insurance
  • Macbook
  • Nice people

  • We help small businesses with tax credits.

    The US government provides a tax credit for companies that engage in qualified Research and Development (R&D) activities. This R&D Tax Credit, when filed properly, can save your start-up thousands.

    We started this company after having missed out on this tax credit opportunity, ourselves. Our innovative system uses forecasting and analysis technology to help offset your payroll taxes, with a team of experts here to help every step of the way.
    Unlike traditional accounting firms, our specialized team will compile all the proper paperwork for you in just a few days. All you have to do is answer a few questions to make sure you qualify, and your savings will be sent directly to you.

    Candidates must be located in the United States.
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