Senior Consultant II, R&D Tax

The research and development (R&D) tax credit is an incentive for companies to invest resources in the development of new and improved products, processes, and software.Forvis Mazars' R&D tax credit consultants work with companies in a multitude of industries to understand their R&D efforts and assist them with capturing these valuable tax savings.

How you will contribute:

• Providing research and development tax consulting services to a variety of clients including Fortune 500, private middle-market companies, owner-managed businesses, and start-ups
• Working as a multi-disciplinary team helping provide subject matter knowledge and experience
• Coordinating with the Manager, Senior Manager, or Partner on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing requirements, project execution, and report and deliverable preparation
• Delegating work to and reviewing work performed by staff in accordance with their experience and capabilities
• Researching R&D credit statutes, regulations, and case law
• Gathering client documentation and assisting in the analysis of client data (both financial and technical)
• Performing research credit calculations
• Creating detailed reports to substantiate tax benefits
• Developing and reviewing descriptions of qualified project activities to support R&D credit positions
• Actively coaching and training staff on all facets of engagement execution
• Performing site visits to assist with client interviews
• Cndidates should be growth-motivated and supportive of the team's growth goals and expectations

We are looking for people with Forward Vision and:

• Excellent written and verbal communication skills
• High-level analytical and reasoning skills
• Strong organizational skills
• Willingness to "own" client engagements and demonstrates a strong desire to deliver high-quality, responsive client service
• Attention to detail without losing sight of the big picture
• Ability to meet stringent client deadlines
• Availability to travel 10% to 15% within the U.S.

Minimum Qualifications:

• Bachelor's degree in Accounting, Business, Finance, Engineering, or related field or JD
• 3.5+ years or more of professional experience
• Proficiency with Microsoft Office Suite