R&D Consulting Associate

Overview

The Associate in R&D Tax Credit Services plays a foundational role in the execution of R&D credit studies. The Employee is responsible for gathering and analyzing financial and technical data, preparing initial drafts of documentation, keeping the client engagement moving through the study process, and supporting project teams in all aspects of client service.

The position is designed to build strong technical, analytical, and communication skills, with a focus on learning firm methodologies and applying the requirements of IRC §41. This role requires strong attention to detail, communication, and the ability to follow structured processes.

Duties and responsibilities include:

• Assist with the collection, organization, and analysis of financial and technical data related to qualified research activities.
• Participate in client interviews under the guidance of managers, taking clear notes and preparing initial summaries.
• Prepare calculations, draft narratives, and gather supporting documentation in alignment with SOPs, internal templates, and formatting standards.
• Draft and revise project documentation based on guidance from managers.
• Perform first-pass quality checks for formatting, completeness, and logical flow.
• Organize and maintain client files in the firm’s project management and document storage systems.
• Proactively tracking progress of study, following up on pending items, and determining of next steps in study process.
• Complete tasks assigned through the firm’s workflow systems on time and with minimal reminders and revisions.
• Respond promptly to internal communications and update task statuses regularly.
• Participate in training and knowledge-sharing sessions to build technical and tax credit expertise.

Education and Experience:

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
• 0-2 years of experience in R&D tax credit consulting