Tax Senior Associate - R&D [Research & Development Credits]

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do! 

We currently have an exciting career opportunity for a R&D Credit Services – Senior Associate to join our National Tax practice.

YOUR TEAM.

This position will support the R&D Credit Services Team, which in turn supports the firm’s National Tax practice.  R&D Credit Services is a growing national team with opportunities for it members to become regional leaders.

The R&D Credit Senior Associate is responsible for supporting and running key aspects of R&D engagements; researches tax issues, conducts fieldwork, reviews technical work products, and contributes to sales and marketing efforts.

WHY COHNREZNICK?

• Work-Life Blend:Our team members accrue up to 30 days of PTO depending on their level & take advantage of 17 paid holidays including two weeks off a year when all CR Team members take time off together. (July 4th and Thanksgiving week)
• Parental Leave: Ourexpanded leave is up to 8 weeks following the birth or placement of a child.
• Flexibility:Our team members have options of being fully virtual, hybrid or in the office based on theirs and the business needs. All full time or part time CR team members are offered a home office stipend upon onboarding to help them get setup at home.
• Diversity & Inclusion:Whether it’s through participation in our Employee Resource Groups such as CR Blac, CR PRIDE, WomenCAN, VMA, CR Green, Raza or AAPI or through CR Cares, our team members give back to the communities they live and work in.
• Total Rewards: We offer a competitive annualcompensation, annual discretionary performance bonus, referral & client bonuses, spot bonus opportunities, 401k match with profit sharing contributions and incentive and support towards achieving the CPA licensure.
• Learning & Development:Our team members have access to learning opportunities focusing on technical, leadership, and success skills that support their growth and career advancement, not to mention the necessary resources to meet their compliance needs.
• Wellness resources: Our virtual care programs such as Headspace, Spring Health, Prevention Cloud, and Peerfit help support our team members’ mental and physical well-being.
• Performance Coach:Each CR Team member is aligned to a Performance Coach who will support them in establishing their goals and provide guidance and support along their career path of choice.
• The CR Friend: Your CR Friend will serve as a familiar face when you first join the firm and is someone you can always reach out to.

YOUR ROLE. 

Responsibilities include but not limited to:

• Assist and led key aspects of R&D credit studies and related activities to ensure all engagements are conducted in accordance to practice standards, completed on time, and within budget including conducting fieldwork to assisting with client deliverables
• Consistently demonstrate expert time management skills, proper prioritization of projects, personal time, completing work in a timely manner, and avoiding PTO and personal time during critical times of year
• Demonstrate expert project management skills, keeping projects progressing, and updating managers and stakeholders
• Provide proactive in project updates to managers and stakeholders to manage expectations
• Assist in the execution of work plans designed to identify and quantify research credit claims
• Assist in exam defense through IDR support, exam analysis, and client management
• Assist in drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other tax technical memoranda
• Assist in new business development internally
• Explain in simple terms complex tax technical matters to firm and client personnel
• Assist other team members with the delivery of engagements as needed
• Conduct engagement review, technical review of calculations, work papers, and deliverables of staff prepared work
• Provide suggestions for efficiency improvement in process and engagement management, and other aspects of the practice

YOUR EXPERIENCE. 

The successful candidate will have:

• 2 years’ experience on R&D credit projects
• Bachelor’s degree from an accredited college/university
• Eligible to sit for or have made progress towards CPA, J.D./LL.M., Enrolled Agent, Project Management Professional
• Strong verbal and written communications skills with the ability to evaluate and articulate complex information via email, phone, and video
• Strong understanding of R&D credit study engagement process and ability to navigate through various stages
• Understanding of topics including: controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit
• Ability to work in a deadline-driven environment and handle multiple projects simultaneously with a team and independently
• Able to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels
• Candidate will be required to read and study relevant tax material related to R&D credit rules
• Ability to travel several days per month

After reviewing this job posting, are you hesitating to apply because you don’t meet every single requirement? Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. 

You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.  For more information, please see Equal Employment Opportunity Posters

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at CRaccommodation@cohnreznick.com Please note: This email address is reserved for individuals with disabilities in need of assistance and are not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity.

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