Cobalto Talent

Tax & Financial Compliance Analyst (R&D Tax Credits) Remote | Full-time | 🇺🇸 U.S. Market Focus About the Role We’re looking for a detail-driven and analytical Tax & Financial Compliance Analyst with hands-on experience in U.S. R&D Tax Credits or similar tax incentive programs. This is a key role within a high-performance, client-facing team, where you’ll work directly on U.S.-based tax credit projects, supporting companies in maximizing their incentives while ensuring full compliance. This is not an entry-level role. We are specifically looking for candidates with real, hands-on experience in U.S. tax credits, ideally from accounting firms, tax advisory firms, or consulting environments. What You’ll Do - Prepare and support U.S. tax credits and incentives projects, with strong focus on R&D Tax Credits - Analyze client financials and operations to identify qualifying activities and expenses - Perform technical tax research (federal & state incentives) - Build and review calculations, workpapers, and supporting documentation - Validate and organize client-provided financial and operational data - Manage multiple projects simultaneously, ensuring accuracy and deadlines compliance - Collaborate with clients and internal teams in a professional, consultative manner - Follow and improve SOPs and internal processes Must-Have Requirements (Non-Negotiable) Please only apply if you meet these: - Proven experience working with Research & Development (R&D) Tax Credits OR similar U.S. tax incentive programs - Background in a U.S.-focused accounting firm, tax advisory firm, or consulting firm - Solid understanding of: - U.S. tax framework - Financial reporting - Tax credits & compliance processes in the U.S. - At least 1–2 years of experience in tax, public accounting, or tax consulting - Experience preparing or supporting tax returns, credits, or financial analyses - Ability to analyze and interpret financial statements - Strong Excel skills (data handling, calculations, analysis) Nice to Have - Experience with tools like CCH, BNA, Checkpoint, or similar - Exposure to multi-state tax credits or incentives - Experience working with U.S.-based clients - Strong project management and prioritization skills What We’re Looking For - Highly detail-oriented and analytical mindset - Strong sense of ownership and accountability - Comfortable working in a fast-paced, remote environment - Clear and professional communication (written & verbal) - Client-focused attitude with a problem-solving approach Why Join Us Work with U.S.-based clients and real tax impact projects Accelerate your career in tax credits & financial compliance  Fully remote environment with a high-performance culture Exposure to a collaborative, expert-level team Requirements Top 10 Requirements – Tax & Financial Compliance Analyst (R&D Tax Credits) - Proven experience in U.S. R&D Tax Credits Hands-on experience identifying, calculating, and documenting R&D tax credits or similar incentives. - Background in U.S.-focused accounting or consulting firms (Big4, mid-tier, or tax advisory firms working with U.S. clients). - Strong knowledge of the U.S. tax system Especially in tax compliance, credits, and incentive programs. - Experience with tax preparation or support in tax filings Including financial analysis and tax-related documentation. - Ability to analyze and interpret financial statements Connecting accounting data with tax credit opportunities. - 1–2+ years of experience in tax, public accounting, or tax consulting - Intermediate to advanced Excel skills (data analysis, calculations, and data organization). - Experience with tax research tools (CCH, BNA, Checkpoint, or similar platforms). - Strong attention to detail and accuracy Critical for compliance and calculation integrity. - Ability to manage multiple projects and work independently Especially in a remote, deadline-driven environment.

Role Description We’re looking for a detail-driven and analytical Tax & Financial Compliance Analyst with hands-on experience in U.S. R&D Tax Credits or similar tax incentive programs. This is a key role within a high-performance, client-facing team, where you’ll work directly on U.S.-based tax credit projects, supporting companies in maximizing their incentives while ensuring full compliance. This is not an entry-level role. What You’ll Do: - Prepare and support U.S. tax credits and incentives projects, with a strong focus on R&D Tax Credits - Analyze client financials and operations to identify qualifying activities and expenses - Perform technical tax research (federal & state incentives) - Build and review calculations, workpapers, and supporting documentation - Validate and organize client-provided financial and operational data - Manage multiple projects simultaneously, ensuring accuracy and deadlines compliance - Collaborate with clients and internal teams in a professional, consultative manner - Follow and improve SOPs and internal processes Qualifications - Proven experience working with Research & Development (R&D) Tax Credits OR similar U.S. tax incentive programs - Background in a U.S.-focused accounting firm, tax advisory firm, or consulting firm - Solid understanding of U.S. tax framework, financial reporting, tax credits & compliance processes in the U.S. - At least 1–2 years of experience in tax, public accounting, or tax consulting - Experience preparing or supporting tax returns, credits, or financial analyses - Ability to analyze and interpret financial statements - Strong Excel skills (data handling, calculations, analysis) Requirements - Proven experience in U.S. R&D Tax Credits - Hands-on experience identifying, calculating, and documenting R&D tax credits or similar incentives - Background in U.S.-focused accounting or consulting firms (Big4, mid-tier, or tax advisory firms working with U.S. clients) - Strong knowledge of the U.S. tax system, especially in tax compliance, credits, and incentive programs - Experience with tax preparation or support in tax filings, including financial analysis and tax-related documentation - Ability to analyze and interpret financial statements, connecting accounting data with tax credit opportunities - 1–2+ years of experience in tax, public accounting, or tax consulting - Intermediate to advanced Excel skills (data analysis, calculations, and data organization) - Experience with tax research tools (CCH, BNA, Checkpoint, or similar platforms) - Strong attention to detail and accuracy, critical for compliance and calculation integrity - Ability to manage multiple projects and work independently, especially in a remote, deadline-driven environment Benefits - Work with U.S.-based clients and real tax impact projects - Accelerate your career in tax credits & financial compliance - Fully remote environment with a high-performance culture - Exposure to a collaborative, expert-level team

Company Administrative Assistant (Remote – PST/CST Hours) 📍 Remote | 🕒 Full-Time | 💼 Fast-Growing Consulting Firm About the Company We are a fast-growing, innovation-driven consulting firm helping businesses unlock growth through strategic tax incentives and financial optimization. Since 2006, we have helped clients secure over $150M in tax savings, supporting innovation, expansion, and job creation. We are not a traditional firm. Our culture is built on Connection, Accountability, and Love — combining technical excellence with strong relationships, transparency, and measurable results. We value ownership, creativity, and people-first leadership. If you thrive in fast-paced environments, love building structure out of complexity, and want your work to have visible impact — this role is for you. The Role We’re looking for a highly organized, proactive, and dependable Company Administrative Assistant to become the operational backbone of our growing team. You’ll work closely with leadership, support cross-department coordination, manage executive scheduling, assist with accounts receivable tracking, and help keep our internal systems efficient and organized. This is a high-visibility, high-trust position with real ownership and growth potential. Key Responsibilities Executive & Calendar Management - Manage complex leadership scheduling across time zones - Coordinate internal/external meetings and travel logistics - Anticipate and prevent scheduling conflicts Meeting & Operations Support - Prepare agendas and meeting materials - Take structured meeting notes and track action items - Ensure follow-through and accountability Onboarding & Offboarding - Coordinate documentation, system access, and scheduling - Ensure smooth transitions for new and departing team members Interview Process Support - Review resumes and conduct initial discovery calls - Coordinate candidates through interview stages Accounts Receivable & Financial Admin - Process invoices and track receivables - Follow up with clients professionally - Support month-end reporting and audit preparation Documentation & Compliance - Draft and format contracts, reports, and client deliverables - Maintain version control and SOP compliance - Manage e-signature workflows Process Improvement - Maintain internal task trackers - Identify inefficiencies and implement workflow improvements - Create scalable administrative systems What We’re Looking For - 3–5 years of experience in administrative or operations support - Experience in professional services or remote-first environments - Familiarity with invoicing tools and AR tracking (QuickBooks preferred) - Strong Excel skills and comfort learning new tech tools - Experience with tools like DocuSign, HubSpot, Notion, or similar - Excellent written and verbal communication skills - Comfortable communicating with C-level stakeholders - Exceptional organization and attention to detail - High discretion with confidential information - Self-starter mindset with strong problem-solving ability What Success Looks Like First 90 Days - Leadership calendar runs flawlessly - Meetings are structured, documented, and followed up - Onboarding/offboarding executed with precision - AR tracking system organized and accurate - One administrative process improved 6 Months - Fully own onboarding/offboarding processes - Handle AR communications independently - Maintain contracts and documentation systems seamlessly - No missed deadlines due to strong systems and reminders 1 Year & Beyond - Recognized as the go-to person for internal operations - Drive workflow improvements across the organization - Support strategic initiatives and documentation management - Become a trusted operational partner to leadership Compensation & Benefits ✔ Competitive base salary (based on experience) ✔ Clear growth path within a scaling firm ✔ Entrepreneurial, ownership-driven culture ✔ Direct exposure to leadership and strategic initiatives ✔ Remote work flexibility (PST/CST schedule, Monday–Friday) Requirements 3–5 years of experience in administrative, executive, or operations support roles. Proven experience managing complex executive calendars and scheduling across time zones. Strong proficiency in Microsoft Office, especially Excel and Outlook. Experience with invoicing systems and basic accounts receivable tracking. Familiarity with tools such as QuickBooks, DocuSign, HubSpot, Notion, or similar platforms. Excellent written and verbal communication skills in a professional environment. Ability to manage multiple priorities and meet deadlines in a fast-paced setting. Strong attention to detail with high accuracy in documentation and reporting. Experience supporting onboarding and offboarding administrative processes. High level of discretion and professionalism when handling confidential information.

• Manage complex leadership scheduling across time zones • Coordinate internal/external meetings and travel logistics • Prepare agendas and meeting materials • Take structured meeting notes and track action items • Ensure follow-through and accountability • Coordinate documentation, system access, and scheduling • Review resumes and conduct initial discovery calls • Process invoices and track receivables • Follow up with clients professionally • Draft and format contracts, reports, and client deliverables • Identify inefficiencies and implement workflow improvements • Create scalable administrative systems

• Manage complex leadership scheduling across time zones • Coordinate internal/external meetings and travel logistics • Anticipate and prevent scheduling conflicts • Prepare agendas and meeting materials • Take structured meeting notes and track action items • Ensure follow-through and accountability • Coordinate documentation, system access, and scheduling • Ensure smooth transitions for new and departing team members • Review resumes and conduct initial discovery calls • Process invoices and track receivables • Follow up with clients professionally • Support month-end reporting and audit preparation • Draft and format contracts, reports, and client deliverables • Maintain version control and SOP compliance • Manage e-signature workflows • Identify inefficiencies and implement workflow improvements • Create scalable administrative systems

Role Description We’re looking for a highly organized, proactive, and dependable Company Administrative Assistant to become the operational backbone of our growing team. You’ll work closely with leadership, support cross-department coordination, manage executive scheduling, assist with accounts receivable tracking, and help keep our internal systems efficient and organized. This is a high-visibility, high-trust position with real ownership and growth potential. Key Responsibilities - Executive & Calendar Management - Manage complex leadership scheduling across time zones - Coordinate internal/external meetings and travel logistics - Anticipate and prevent scheduling conflicts - Meeting & Operations Support - Prepare agendas and meeting materials - Take structured meeting notes and track action items - Ensure follow-through and accountability - Onboarding & Offboarding - Coordinate documentation, system access, and scheduling - Ensure smooth transitions for new and departing team members - Interview Process Support - Review resumes and conduct initial discovery calls - Coordinate candidates through interview stages - Accounts Receivable & Financial Admin - Process invoices and track receivables - Follow up with clients professionally - Support month-end reporting and audit preparation - Documentation & Compliance - Draft and format contracts, reports, and client deliverables - Maintain version control and SOP compliance - Manage e-signature workflows - Process Improvement - Maintain internal task trackers - Identify inefficiencies and implement workflow improvements - Create scalable administrative systems Qualifications - 3–5 years of experience in administrative or operations support - Experience in professional services or remote-first environments - Familiarity with invoicing tools and AR tracking (QuickBooks preferred) - Strong Excel skills and comfort learning new tech tools - Experience with tools like DocuSign, HubSpot, Notion, or similar - Excellent written and verbal communication skills - Comfortable communicating with C-level stakeholders - Exceptional organization and attention to detail - High discretion with confidential information - Self-starter mindset with strong problem-solving ability Requirements - 3–5 years of experience in administrative, executive, or operations support roles. - Proven experience managing complex executive calendars and scheduling across time zones. - Strong proficiency in Microsoft Office, especially Excel and Outlook. - Experience with invoicing systems and basic accounts receivable tracking. - Familiarity with tools such as QuickBooks, DocuSign, HubSpot, Notion, or similar platforms. - Excellent written and verbal communication skills in a professional environment. - Ability to manage multiple priorities and meet deadlines in a fast-paced setting. - Strong attention to detail with high accuracy in documentation and reporting. - Experience supporting onboarding and offboarding administrative processes. - High level of discretion and professionalism when handling confidential information. Benefits - ✔ Competitive base salary (based on experience) - ✔ Clear growth path within a scaling firm - ✔ Entrepreneurial, ownership-driven culture - ✔ Direct exposure to leadership and strategic initiatives - ✔ Remote work flexibility (PST/CST schedule, Monday–Friday)

Role Description We are looking for a detail-oriented and proactive Junior Tax Associate to join a fast-growing, high-performing team specializing in U.S. tax credits and incentives. This role is ideal for early-career professionals who want to deepen their expertise in R&D Tax Credits and gain hands-on experience in a dynamic, client-facing environment. You will play a key role in supporting end-to-end tax credit engagements, working closely with experienced professionals while contributing directly to client deliverables and project execution. - Support the preparation, analysis, and filing of U.S. tax credits and incentives, with a focus on R&D tax credits - Analyze client operations, financial data, and technical documentation to determine eligibility and calculate credits - Conduct research on federal and state tax regulations and incentive programs - Review, organize, and validate client-provided documentation and financial data - Prepare detailed workpapers, calculations, and supporting documentation - Manage multiple client engagements simultaneously while meeting deadlines - Collaborate with internal teams and maintain clear, professional communication with clients - Ensure compliance with internal processes and Standard Operating Procedures (SOPs) Qualifications - Bachelor’s degree in Accounting, Finance, Business, or a related field - 1+ year of experience in tax, public accounting, or tax advisory - Hands-on experience with tax returns and/or tax credits (R&D preferred) - Solid understanding of U.S. GAAP and U.S. tax regulations - Ability to read and interpret financial statements - Proficiency in Microsoft Excel and Word - Experience with tax research tools (e.g., CCH, BNA, Checkpoint, or similar) - Strong attention to detail and organizational skills Requirements - Bachelor’s degree in Accounting, Finance, or a related field - 1+ year of experience in tax or public accounting - Experience with tax credits (R&D Tax Credits preferred) - Knowledge of U.S. tax regulations and U.S. GAAP - Experience preparing tax returns - Ability to analyze and interpret financial statements - Advanced proficiency in Microsoft Excel (required) - Experience with tax research tools (CCH, BNA, Checkpoint, or similar) - Advanced English proficiency (written and verbal) - Strong attention to detail, organization skills, and ability to manage multiple projects and meet deadlines Benefits - Exposure to high-impact U.S. tax credit projects across diverse industries - Hands-on learning and mentorship from experienced professionals - Clear path for career growth and specialization in tax incentives - Collaborative, performance-driven, and supportive team culture

• Manage the end-to-end sales cycle: prospecting, qualifying, pitching, negotiating, and closing. • Build and maintain a healthy sales pipeline, using CRM tools effectively. • Identify new business opportunities across different industries and market segments. • Deliver compelling sales presentations focused on client needs and solutions. • Develop and strengthen strategic relationships with key clients. • Meet and exceed monthly and quarterly sales targets. • Collaborate closely with internal teams (marketing, operations, customer success) to ensure a seamless client experience. • Track performance metrics and generate sales reports for ongoing optimization.

• Manage the end-to-end sales cycle : prospecting, qualifying, pitching, negotiating, and closing. • Build and maintain a healthy sales pipeline, using CRM tools effectively. • Identify new business opportunities across different industries and market segments. • Deliver compelling sales presentations focused on client needs and solutions. • Develop and strengthen strategic relationships with key clients. • Meet and exceed monthly and quarterly sales targets. • Collaborate closely with internal teams (marketing, operations, customer success) to ensure a seamless client experience. • Track performance metrics and generate sales reports for ongoing optimization.