R&D Associate
Location
United States
Posted
89 days ago
Salary
0
No structured requirement data.
Job Description
R&D Associate
Engineered Advisory
This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description This is a remote position. Basic Function: - Work as part of a multi-disciplinary team to support Research and Development (R&D) tax credit consulting services. - The Associate works closely with Project Managers, Directors, and Clients to ensure accurate information is documented and logged. - Duties include: - Assisting with kickoff calls and client interviews - Coordinating data gathering - Supporting credit calculations - Preparing project documentation - Developing foundational knowledge of R&D tax credit regulations and applications by industry Position’s Intention: - The R&D Associate is an entry-level position that supports Project Managers in executing R&D tax credit studies. - The Associate handles data gathering, client coordination, and documentation preparation while developing foundational knowledge of R&D tax credit regulations and study methodology under the guidance of team members. Success Measurements: - Client engagement - Client satisfaction - Production target goals Essential Duties: - Review engagement letters for completeness, document project scope, and track project due dates. - Create and maintain project folders and update project listings on the R&D project board. - Coordinate kickoff communications between clients and assigned Project Managers via scheduled calls or email. - Participate in client interviews alongside Project Managers to observe operations, learn R&D identification methodology, and document Qualifying Research Activities. - Gather and organize technical and financial data from clients, including payroll records, project documentation, and technical specifications. - Assist Project Managers with data analysis, data validation, and preparation of calculation templates for credit computations. - Research relevant technical and industry-specific topics as directed by Project Managers to support study documentation. - Prepare draft sections of client reports under Project Manager guidance, including documentation of Qualifying Research Expenditures and Activities. - Collaborate with quality control, client relations, accounting, and tax controversy departments to ensure smooth project workflow. - Maintain regular communication with clients to request supporting documentation and provide status updates as directed by Project Managers. - Support the development and maintenance of excellent client relationships through responsive and professional communication. - Develop foundational knowledge of R&D tax credit regulations at federal and state levels and credit applicability across various industries. Qualifications - Strong analytical, planning and problem solving capabilities - Demonstrate initiative and ability to work independently with minimal supervision required - Interpersonal and soft skills that motivate trust, teamwork and transparency - Bachelor’s Degree in Accounting or related field; or - Zero (0) to One (1) year related experience and/or training; or equivalent combination of education and experience Requirements - Ability to write reports, business correspondence - Ability to effectively present information and respond to questions from managers, clients, customers, and the general public - Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists - Ability to interpret a variety of instructions furnished in written, oral, or schedule form - Knowledge of Microsoft Office, PDF editing software Benefits - Medical, Dental, Vision, STD, LTD, Basic Life, Vol Life - HSA, FSA, Accident, Critical Illness, Hospital Indemnity - Doctegrity, Pet Insurance - 401k and much more!
Job Requirements
- Strong analytical, planning and problem solving capabilities
- Demonstrate initiative and ability to work independently with minimal supervision required
- Interpersonal and soft skills that motivate trust, teamwork and transparency
- Bachelor’s Degree in Accounting or related field; or
- Zero (0) to One (1) year related experience and/or training; or equivalent combination of education and experience
- Ability to write reports, business correspondence
- Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form
- Knowledge of Microsoft Office, PDF editing software
Benefits
- Medical, Dental, Vision, STD, LTD, Basic Life, Vol Life
- HSA, FSA, Accident, Critical Illness, Hospital Indemnity
- Doctegrity, Pet Insurance
- 401k and much more!
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