Direct Tax and R&D Associate

Job Summary

To support a growing tax practice, the full-time Direct Tax and R&D Associate will manage corporate direct tax compliance and R&D Tax Credit Studies for startup clients while working remotely.

Key responsibilities

• Analyze and prepare federal, state, and local corporate income tax returns while managing client communications
• Conduct R&D Tax Credit Studies, including calculations and documentation for clients in software and biotech sectors
• Stay updated on tax legislation and develop strategies to provide timely and relevant tax advice to clients

Required qualifications

• Bachelor's degree in Business, Accounting, Finance, Economics, Tax, or a related field with 2-4 years of relevant experience
• Detailed understanding of tax principles and strong Excel skills for data analysis
• Experience with R&D Credit, Sec 174, and corporate direct tax
• Familiarity with SaaS, FinTech, or life sciences taxation trends is preferred
• Progress toward CPA, EA, or Master's in Taxation is a plus