R&D Consulting Sr. Associate

Overview

The Senior Associate in R&D Tax Credit Services is responsible for executing client deliverables and performing detailed technical reviews on moderate to complex studies. The Employee is expected to independently conduct client interviews, produce high-quality technical documentation, and ensure the accuracy and completeness of work before submission to management.

This role requires a high level of attention to detail, accountability, and consistency in technical writing and calculations.

Duties and Responsibilities Include:

• Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41.
• Draft technical project documentation, ensuring audit readiness and alignment with IRS standards.
• Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting.
• Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors.
• Ensure formatting, terminology, and content align with firm templates and quality standards.
• Maintain clear, organized workpapers and documentation in accordance with internal processes.
• Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems.
• Participate in internal initiatives related to methodology improvements, technical training, and documentation standards.
• Adhere to SOPs, internal style guides, and quality control procedures.
• Take full responsibility for the quality and completeness of assigned tasks and reviews.
• Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables.
• Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery.
• Ownership of meeting personal KPI metrics

Education and Experience:

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
• Minimum of 1-3 years of experience in R&D tax credit consulting