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Senior Tax Consultant - Research and Development Tax Credit
Senior Tax Consultant - Research and Development Tax CreditTrue Partners Consulting • San Jose, CA, US
Senior Tax Consultant - Research and Development Tax Credit

Senior Tax Consultant - Research and Development Tax Credit

True Partners Consulting • San Jose, CA, US
30+ days ago
Job type
  • Full-time
Job description

Job Description

Job Description

Job Description : R&D Senior Tax Consultant

About True Partners Consulting

True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals.

We are currently seeking a highly-motivated individual with proven business, technical, and leadership acumen to apply for the following role :

R&D Sr Tax Consultant

Job Summary

You will lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals. You will maintain proactive communication with clients to build meaningful internal and external relationships. You will serve as the primary business advisor to clients with the attitude to help in any way TPC can. Our culture focuses on leadership at all levels, therefore you will be expected to demonstrate the ability to develop, motivate and mentor staff, as well as work collaboratively with senior leadership to enhance and refine our one-of-a-kind work environment.

Job Responsibilities

Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions.

Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines

Review work papers and tax returns.

Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs.

Manage client needs with respect to tax services and federal tax compliance.

Develop, motivate and train staff level team members.

Owns the implementation of new firm initiatives, and rallies team member participation

Develop and maintain strong client relationships.

Keep up-to-date on current tax practices and changes in tax law.

Provide industry knowledge and subject-matter experience.

Simultaneously manage multiple projects and engagement teams for multiple clients across various industries.

This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities.

Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits.

Drafting and review of specific documents supporting the development activities conducted by client personnel.

Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts.

Preparing, tracking, following up with clients on, and reviewing information requests.

Skills and Qualifications

Bachelors or Master’s degree in Accounting, Tax or closely related field from an accredited college or university.

4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.

CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background).

Requires significant experience with corporate entity structures in addition to a general level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals.

Organizational skills to simultaneously manage multiple projects and engagement teams for various clients.

A proven track record of building profitable, sustainable client relationships.

Leadership and engagement management skills including staff scheduling, client budgets and billings.

A deep understanding of International tax technical topics, changes in tax law, and best practices.

Excellent knowledge of tax accounting, tax compliance, and many types of tax returns.

Strong working knowledge of one or more of the following : GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets.

Strong working knowledge of Microsoft Office.

Excellent written and verbal communications skills.

Highly developed problem solving and analytical skills.

Intellectually curious and self-starting attitude.Excellent writing skills absolutely necessary.

Outgoing personality with a willingness to be involved in and eventually take over interview activities.

Must be able to convert discussions / interviews into formal written documents.

Must be able to work with / understand Excel and Word.

Able to work in a team environment, willing to travel when necessary.

Willingness to invest time in your own learning and learn other tax concepts.

Business hours plus overtime.

True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Job Advertisement : R&D Senior Tax Consultant

About True Partners Consulting

True Partners Consulting is a world-class tax and business advisory firm that helps large public and private enterprises navigate complex tax and financial regulations without the Sarbanes-Oxley created conflicts inherent in offering both tax consulting and audit services. Our key advantage is our people who deliver the most intelligent and professional results to our clients. We focus on recruiting, developing, and retaining the best and brightest talent by creating a collegial culture that supports our people and provides them opportunities and resources to achieve their career goals.We are currently seeking a highly-motivated individual with proven business, technical, and leadership acumen to apply for the following role :

R&D Senior Tax ConsultantJob Summary

You will lead and manage multiple client service teams within your service line with a goal to provide outstanding client service and achievement of team goals. You will maintain proactive communication with clients to build meaningful internal and external relationships. You will serve as the primary business advisor to clients with the attitude to help in any way TPC can. Our culture focuses on leadership at all levels, therefore you will be expected to demonstrate the ability to develop, motivate and mentor staff, as well as work collaboratively with senior leadership to enhance and refine our one-of-a-kind work environment.

Job Responsibilities

Advise clients on a full spectrum of tax services, including planning, research and compliance, and quarterly and annual provisions.

Provide overall goal and direction to team while managing team resources efficiently and meeting deadlines

Review work papers and tax returns.

Plan and coordinate the flow of information with clients, and effectively manage day-to-day client needs.

Manage client needs with respect to tax services and federal tax compliance.

Develop, motivate and train staff level team members.

Owns the implementation of new firm initiatives, and rallies team member participation

Develop and maintain strong client relationships.

Keep up-to-date on current tax practices and changes in tax law.

Provide industry knowledge and subject-matter experience.

Simultaneously manage multiple projects and engagement teams for multiple clients across various industries.

This role entails supporting the Research Tax Credit team with existing and new clients on a daily basis, including the performance of computational and documentary activities.

Computationally, the manipulation and analysis of large volumes of financial data in mathematical models (generally Excel-based) is required, with the creation of those models in compliance with the rules governing the research tax credits.

Drafting and review of specific documents supporting the development activities conducted by client personnel.

Expected to visit client locations, discuss / interview client personnel, take notes, and translate those discussions into living documents (such as memorandums and project descriptions) suitable for release to governmental authorities, providing the maximum written support for client research and development efforts.

Preparing, tracking, following up with clients on, and reviewing information requests.

Skills and Qualifications

Bachelors or Master’s degree in Accounting, Tax or closely related field from an accredited college or university.

4-7 years of progressive tax consulting and compliance experience in public accounting or a combination of corporate and public accounting experience.

CPA, Enrolled Agent, JD, or LLM in Taxation (with accounting firm or equivalent background).

Requires significant experience with corporate entity structures in addition to a gen4-eral level of knowledge in thither areas of taxation, which may include partnerships, trusts and individuals.

Organizational skills to simultaneously manage multiple projects and engagement teams for various clients.

A proven track record of building profitable, sustainable client relationships.

Leadership and engagement management skills including staff scheduling, client budgets and billings.

A deep understanding of International tax technical topics, changes in tax law, and best practices.

Excellent knowledge of tax accounting, tax compliance, and many types of tax returns.

Strong working knowledge of one or more of the following : GoSystem, ONESOURCE Income Tax and Provision, Corptax, SAGE Fixed Assets.

Strong working knowledge of Microsoft Office.

Excellent written and verbal communications skills.

Highly developed problem solving and analytical skills.

Intellectually curious and self-starting attitude.

Excellent writing skills absolutely necessary.

Outgoing personality with a willingness to be involved in and eventually take over interview activities.

Must be able to convert discussions / interviews into formal written documents.

Must be able to work with / understand Excel and Word.

Able to work in a team environment, willing to travel when necessary.

Willingness to invest time in your own learning and learn other tax concepts.

Business hours plus overtime.

True Partners Consulting is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

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Tax Senior Tax • San Jose, CA, US

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