💼 About This Role

You'll execute R&D tax credit engagements on a purpose-built documentation platform, running client interviews and building QRE models. You'll also support adjacent incentive workstreams like 179D, 45L, and IC-DISC. This role offers the chance to work at the intersection of tax and technology in a fast-growing FinTech SaaS startup.

🎯 What You'll Do

• Execute federal and state R&D tax credit claims under Manager supervision
• Conduct client interviews to identify qualifying activities and expenses
• Collect, format, and analyze large datasets; build §41 calculation models
• Draft technical writeups, IRS IDR response components, and supporting memoranda
• Mentor Associates/Interns on platform usage and R&D documentation standards

📋 Requirements

• Bachelor's in Accounting, Economics, Finance, Engineering, or related field
• 2–4 years hands-on R&D Tax Credit experience with direct client interaction
• Strong analytical, research, organizational, and project-management skills
• Excellent written and verbal communication skills

✨ Nice to Have

• CPA-track or JD
• Exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg/Fixed Assets

🎁 Benefits & Perks

• 🏖️ Generous vacation policy including paid parental leave
• 🏥 Comprehensive health plans with FSA and HSA options
• 💰 401(k) retirement plan
• 🛡️ Life and disability insurance coverage
• 🐾 Supplemental benefits like pet insurance and employee assistance program

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Recruiter Call· 30 min
2. 2Manager Interview· 45 min
3. 3Technical Assessment· 60 min