Incentives Tax Senior Associate (R&D-Focused)

The Opportunity

As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable.

Responsibilities

• Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end.
• Conduct client interviews to identify qualifying activities and expenses; document the four-part test.
• Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C).
• Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review.
• Maintain workpaper hygiene, audit trail, and platform documentation completeness.
• Mentor Associates / Interns on platform usage and R&D documentation standards.

Additional Incentives / Depreciation

• Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables).
• Support IC-DISC annual calculation and compliance workstreams.
• Assist with §174 capitalization/amortization modeling and documentation.
• Support cost segregation and fixed asset / depreciation reviews.

What You Need to Succeed

• Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus.
• 2–4 years hands-on R&D Tax Credit experience with direct client interaction.
• Strong analytical, research, organizational, and project-management skills in a deadline-driven environment.
• Excellent written and verbal communication; translates technical concepts for client stakeholders.
• Comfort working inside a purpose-built documentation platform (not Excel-only).
• Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets.