R&D Tax Credit Senior AssociateSan Antonio, Texas, United States

R&D Tax Credit Senior Associate

Calvetti Ferguson is a leading CPA and advisory firm that's more than just numbers. We're a team of passionate professionals who are dedicated to empowering businesses and individuals to achieve their financial goals. We believe in fostering a collaborative and supportive environment where you can grow your career, expand your expertise, and make a real impact.

Responsibilities

• Develop comprehensive project work plans and timelines to ensure timely delivery of key milestones.
• Lead and manage multiple engagements concurrently, overseeing client interviews, data analysis, and coordination of internal and external resources.
• Serve as a primary point of contact for client personnel across operations, finance, accounting, and engineering functions.
• Evaluate financial records and technical documentation to uncover opportunities and quantify client value.
• Prepare and validate R&D credit calculations using proprietary software tools.
• Address client inquiries promptly and ensure deliverables are met with accuracy and professionalism.
• Interpret and synthesize large datasets, particularly accounting cost data, to support tax credit eligibility.
• Draft and refine detailed technical reports and project summaries.
• Determine qualifying expenditures under Sections 174 and 41 through in-depth expense analysis.
• Partner with the internal tax team to develop and implement optimal tax planning strategies.
• Conduct research on evolving tax regulations and industry-specific developments.
• Champion a client-first approach to deliver an exceptional service experience.

Qualifications

Please note that Calvetti Ferguson does not provide immigration or work visa sponsorship.

At Calvetti Ferguson, you'll be part of a dynamic and growing firm that values your contributions and empowers you to reach your full potential. If you're looking for a challenging and rewarding career in accounting and advisory, we invite you to join our team.