Easy-to-use corporate tax compliance software for transfer pricing, tax provision and R&D tax credit
Incentives Tax Senior Associate
Location
United States
Posted
39 days ago
Salary
0
Seniority
Senior
No structured requirement data.
Job Description
Incentives Tax Senior Associate
Exactera
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.
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Role Description This is a fast-paced role with a wide variety of responsibilities, and some of the activities include: - Communicating to internal and external customers (telephone/emails). - Building relationships with clients and colleagues (e.g., Sales, delivery team, etc.) to be truly successful. - Supporting business strategy by achieving and exceeding KPIs and objectives through robust processes, Common Operating Model, and teamwork. - Completing daily workflow driven activities to ensure all tasks are completed on time. - Dealing with incoming enquiries from customers and colleagues, while executing forward planning and properly prioritizing work. Qualifications - Fluent or working proficiency in Spanish (C1) and English (B2). - Desire to learn and improve, with the ability to acquire new skills. - Organized and able to juggle multiple priorities in a fast-paced environment. - Energetic, ambitious, and a team player. - Hardworking and passionate about customer experience. - Bright and emotionally intelligent. Requirements - Fluent or working proficiency in Spanish (C1) and English (B2). - Desire to learn and improve. - Organized and able to manage multiple priorities. - Energetic and ambitious team player. - Hardworking with a passion for customer experience. - Bright and emotionally intelligent. Company Description BSI is a business improvement and standards company, recognized for having a positive impact on organizations and society for over a century. - Partners with more than 77,500 clients in 195 countries. - Engages with a 15,000 strong global community of experts, industry and consumer groups, organizations, and governments. - Utilizes extensive expertise in key industry sectors including automotive, aerospace, built environment, food and retail, and healthcare. - Helps clients fulfill their purposes while tackling critical societal issues. - Dedicated to fostering a diverse and inclusive workplace as an Equal Opportunity Employer.
Role Description In this role, you will be responsible for executing on one or more Payroll & Benefits processes. Develop an in-depth understanding of Payroll & Benefits systems, processes, and legislative rules. This role requires emphasis on data integrity and analysis to support key HR decisions while providing coverage and support as needed. Identify and resolve operational issues and support process improvement. Promote “Best in Class” service while developing effective relationships and working cross-functionally with internal teams and suppliers. Qualifications - For roles outside of the USA: Basic experience in Human Resources & Payroll and Benefits Service Delivery; knowledge level comparable to a Bachelor's degree from an accredited university or college (or a high school diploma with relevant experience). - For roles in the USA: Bachelor's degree from an accredited university or college (or a high school diploma/GED with at least 6 years of experience in Job Family Group(s)/Function(s)). Requirements - Individuals responsible for the quality delivery of multiple payroll & benefit processes and service to the businesses. - Manage benefit/payroll queries from employees, managers, and HRMs in a timely and professional manner. - Correctly administer benefit/payroll processes. - Manage service delivery metrics in relation to outsourced benefits/payroll. - Lead Payroll & Benefits Service Delivery teams, and/or the operations for such teams. - Broadening knowledge of theories, practices, and procedures in own discipline to execute functional policy/strategy. - Basic understanding of key business drivers; uses this understanding to accomplish own work. - Good understanding of how work of own team integrates with other teams and contributes to the area. - May have some autonomy to make decisions within a defined framework. - Resolve issues in situations that require good knowledge and judgment within established procedures. - Consult more senior team members for issues outside of defined policy/parameters. - Develop strong customer relationships and serve as the interface between customer and GE. - Explain technical information to others. Benefits - Relocation Assistance Provided: No - #LI-Remote - This is a remote position
• Prepare and ensure timely filing of all direct and indirect tax returns across the WCA region • Own tax account reconciliations across multiple jurisdictions • Maintain a robust tax repository covering filings, payments, reconciliations, and supporting documentation • Produce periodic tax compliance reports and provide visibility on the overall compliance position across the region • Monitor legislative and regulatory tax changes and ensure the business remains compliant across all relevant markets • Conduct tax risk assessments and support development and maintenance of the Group tax risk register • Manage day-to-day engagement with revenue authorities across WCA jurisdictions • Handle routine tax authority queries and correspondence across both English and French-speaking markets • Support and manage tax audits, investigations, and disputes as they arise • Coordinate with external advisors and internal stakeholders to resolve tax matters efficiently and proactively • Compute and manage intercompany and transfer pricing billings across the WCA region • Support implementation of transfer pricing policies and documentation requirements • Work closely with the Senior Tax Manager (Strategy) and Head of Tax on broader strategic tax initiatives • Support tax aspects of new market entry, operational structuring, and cross-border business activities • Contribute to initiatives focused on improving tax efficiency and optimising the Group’s operating model • Partner closely with finance, legal, sales, and operations teams on tax-related matters • Support commercial and operational teams in understanding tax implications of business activities • Coordinate with external tax advisors across multiple jurisdictions • Help strengthen tax governance, controls, and internal processes across the Group
• Manage external loan staff resources in the preparation, review and filing of state tax returns • Ensure timely and accurate information is provided in response to all governmental notices and audits • Review components of various quarterly and annual financial statement tax calculations • Analyze and communicate variance analysis to management • Use essential software tools (OneSource, Hyperion, SAP, etc.) • Work closely with external and internal auditors and financial accounting department • Prepare quarterly and annual workpapers and analyze tax accounting




