Senior Analyst - R&D

Job description

U.S. Federal and State R&D Tax Credit – Job Description Key Responsibilities: • Support the preparation and delivery of U.S. Federal and State R&D Tax Credit claims. • Analyze tax returns, financial data, payroll records, expenditure schedules, and time-tracking information to identify Qualified Research Expenses (QREs). • Review client documentation and support evidence to assess qualifying R&D activities under applicable tax regulations. • Prepare technical narratives, supporting reports, workpapers, and claim documentation. • Review federal and state tax returns to assess credit utilization, carryforwards, payroll tax offset eligibility, and overall tax benefit realization. • Conduct interviews and information-gathering sessions with client personnel, including engineering, software development, manufacturing, and management teams. • Stay current with R&D tax credit legislation, IRS guidance, and industry developments. • Collaborate with internal teams and clients to ensure timely delivery of engagements. • Maintain high standards of quality, accuracy, professionalism, confidentiality, and client service while adhering to internal policies and procedures. Requirements: 4+ years of experience in: • U.S. Federal and State R&D Tax Credits • R&D Tax Consulting or related advisory services • Experience preparing or supporting R&D tax credit claims and technical documentation. • Knowledge of Forms 6765, 1120, 1120S, 1065, Schedule K-1, and related tax concepts. • Experience in handling tax audits, enquiries, reviews, and claim substantiation would be an added advantage. Skills • Strong analytical and problem-solving abilities. • Excellent written and verbal English communication skills. • Strong report writing and documentation skills. • Proficiency in: • Microsoft Excel • Microsoft Word • Microsoft PowerPoint • Strong organizational skills with the ability to manage multiple priorities and deadlines. • Ability to work independently and collaboratively in a global team environment.