Exactera

• Manage transaction tax engagements end-to-end, working closely with the Practice Leader and cross-functional teams (R&D, cost segregation, transfer pricing). • Lead transaction cost analyses under Section 263(a)/INDOPCO, including succes-based fee analysis and the Rev. Proc. 2011-29 safe harbor election, with supporting documentation studies. • Perform Section 382/383 ownership change analyses and limitation calculations, including NUBIG/NUBIL determinations and Section 338 approach modeling. • Support buy-side and sell-side tax due diligence: exposure identification, attribute analysis (NOLs, credits, E&P), and structuring considerations (stock vs. asset, Section 338(h)(10)/336(e) elections). • Own project execution: status updates, timelines, technical issue-spotting, and deliverable management. • Collect, format, and analyze large datasets to build complex calculation models and support tax positions. • Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness, including UTP/FIN 48 reserve considerations. • Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

• Own the product strategy and roadmap for the platform. • Define what compliance-grade means for this platform. • Own the agentic access surface. • Treat the data foundation as a product. • Make external data a platform capability. • Measure success by practitioner outcomes.

• As Principal AI Engineer, you will own the inference and intelligence layer of the Exactera platform. • Build the substrate that agentic workflows run on. • Set technical direction, make build-versus-buy decisions, and provide direction to other senior engineers. • Evaluate the stack against real workloads and propose changes when warranted. • Collaborate with cross-functional teams including product engineering, product management, and domain experts in tax advisory. • Design and operate the typed graph of tax-domain entities and relationships.

• Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams. • Lead and participate in client interviews to identify qualifying activities and expenses. • Own project execution: status updates, timelines, technical issue-spotting, and deliverable management. • Collect, format, and analyze large datasets to build complex calculation models and support credit positions. • Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness. • Mentor, train, and supervise junior team members; ensure consistent quality and best practices. • Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables). • Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables. • Assist clients with Section 174 capitalization/amortization modeling and documentation support. • Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).

Role Description As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable. - Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end. - Conduct client interviews to identify qualifying activities and expenses; document the four-part test. - Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C). - Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review. - Maintain workpaper hygiene, audit trail, and platform documentation completeness. - Mentor Associates / Interns on platform usage and R&D documentation standards. - Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables). - Support IC-DISC annual calculation and compliance workstreams. - Assist with §174 capitalization/amortization modeling and documentation. - Support cost segregation and fixed asset / depreciation reviews. Qualifications - Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus. - 2–4 years hands-on R&D Tax Credit experience with direct client interaction. - Strong analytical, research, organizational, and project-management skills in a deadline-driven environment. - Excellent written and verbal communication; translates technical concepts for client stakeholders. - Comfort working inside a purpose-built documentation platform (not Excel-only). - Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets. Benefits - A collaborative team culture with opportunities for career development. - Ample opportunities to be recognized, build valuable skills, and grow your career. - Generous vacation policy, including paid parental leave. - Comprehensive health plans with FSA and HSA options. - 401(k) retirement plan. - Life and disability insurance coverage. - Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.

• As Staff Data Engineer, you will provide senior onshore technical leadership for the data engineering team. • You will own a defined slice of our centralized Databricks data platform with full accountability for decisions and delivery. • Serve as a technical counterpart to the Principal Data Platform Engineer. • Drive architectural judgment and independent problem-solving as platform complexity scales post-migration. • Build and maintain production data pipelines within the patterns and governance established by the Lead Data Platform Engineer, ensuring reliability and performance at multi-terabyte scale. • Exercise architectural judgment on data modeling, pipeline design, and platform usage. • Engage proactively with product and engineering stakeholders to translate requirements into data solutions.

• Architect and implement centralized data platform on Databricks. • Establish governance patterns using Unity Catalog. • Optimize for cost and performance at scale. • Enable Data Engineers to build confidently on the platform. • Lead the architecture for migrating multi-terabyte datasets from legacy systems to Databricks. • Design Unity Catalog structures enabling secure data separation between product lines. • Build infrastructure that scales efficiently—through intelligent caching, query optimization, and compute management strategies. • Establish monitoring, alerting, and data quality validation to ensure platform reliability.