Consultant, R&E Tax Credits

Ryan•Houston, TX

1d•Hybrid

About The Position

The Research and Experimentation (“R&E”) Tax Credit Consultant (“Consultant”) is responsible for assisting clients in identifying and claiming R&E [commonly known as Research and Development (R&D)] tax credits and then assisting the R&E Manager in defending those credits when necessary in the context of an audit by the Internal Revenue Service (IRS) and/or state tax authorities. The work is project-based and sometimes requires spending time onsite at client facilities, working with engineers and technical personnel. This role includes performing and supervising tasks such as researching tax principles, documenting expense treatment, and completing detailed models and calculations. Duties and responsibilities, as they align to Ryan’s Key Results People: Create a positive team experience. Client: Performs interviews of client engineering and technical personnel, and drafts or reviews detailed project interview reports. Responds to client requests and corresponds with clients to meet deliverables. Participates in meetings with client tax department personnel. Works with Federal Income Tax colleagues, as well as with International Tax colleagues, to assist on other tax matters where needed. Value: Assists Senior Consultants and Managers in preparing client presentations for proposals, planning strategies, and ideas. Assists Senior Consultants and Managers in developing project work plans and scheduling associated project deliverables. Gathers, formats, and analyzes large volumes of accounting cost data; and creates large complex calculation databases using Microsoft® Excel and/or Microsoft® Access. Analyzes expenses for qualification under Section 174 and Section 41. Prepares R&E credit calculations and R&E deliverables. Performs other duties as assigned.

Requirements

Bachelor’s degree in Computer Science, Business Computer Information Systems, Chemistry, Biology or other biological/physical science degree, or Engineering.
Must have (6) Accounting hours or the ability to substitute technical courses for Accounting hours, with a 3.0 GPA or higher, and a Major GPA of 3.25 or higher.
Must have excellent organization and time management skills, strong communication skills, writing skills and willingness to learn and be a team player.
Intermediate level knowledge of Microsoft® Word, Access, Excel, PowerPoint, and Outlook, as well as Internet navigation and legal/technical tax code research tools.
Valid driver’s license required.

Responsibilities

Performs interviews of client engineering and technical personnel, and drafts or reviews detailed project interview reports.
Responds to client requests and corresponds with clients to meet deliverables.
Participates in meetings with client tax department personnel.
Works with Federal Income Tax colleagues, as well as with International Tax colleagues, to assist on other tax matters where needed.
Assists Senior Consultants and Managers in preparing client presentations for proposals, planning strategies, and ideas.
Assists Senior Consultants and Managers in developing project work plans and scheduling associated project deliverables.
Gathers, formats, and analyzes large volumes of accounting cost data; and creates large complex calculation databases using Microsoft® Excel and/or Microsoft® Access.
Analyzes expenses for qualification under Section 174 and Section 41.
Prepares R&E credit calculations and R&E deliverables.
Performs other duties as assigned.