Senior Consultant - Research Tax Credit Job Description

Posted today

Senior Consultant - Research Tax Credit

Forvis - Atlanta, GA

Description & Requirements

The research and development (R&D) tax credit is an incentive for companies to invest resources in the development of new and improved products, processes, and software.FORVIS' R&D tax credit consultants work with companies in a multitude of industries to understand their R&D efforts and assist them with capturing these valuable tax savings.

How you will contribute:

Providing research and development tax consulting services to a variety of clients including Fortune 500, private middle-market companies, owner-managed businesses, and start-ups
Working as a multi-disciplinary team helping provide subject matter knowledge and experience
Coordinating with the Manager, Senior Manager, or Partner on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing requirements, project execution, and report and deliverable preparation
Delegating work to and reviewing work performed by staff in accordance with their experience and capabilities
Researching R&D credit statutes, regulations, and case law
Gathering client documentation and assisting in the analysis of client data (both financial and technical)
Performing research credit calculations
Creating detailed reports to substantiate tax benefits
Developing and reviewing descriptions of qualified project activities to support R&D credit positions
Actively coaching and training staff on all facets of engagement execution
Performing site visits to assist with client interviews
Candidates should be growth-motivated and supportive of the team's growth goals and expectations

We are looking for people with Forward Vision and:

Excellent written and verbal communication skills
High-level analytical and reasoning skills
Strong organizational skills
Willingness to "own" client engagements and demonstrates a strong desire to deliver high-quality, responsive client service
Attention to detail without losing sight of the big picture
Ability to meet stringent client deadlines
Availability to travel 10% to 15% within the U.S.

Minimum Qualifications:

Bachelor's degree in Accounting, Business, Finance, Engineering, or related field or JD
2 years or more of professional experience (research credit experience preferred, but not required)
Proficiency with Microsoft Office Suite

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