R&D Senior Tax Associate, Federal Tax Consulting Services

Crowe LLP•Dallas, TX

About The Position

Crowe’s dynamic and entrepreneurial Federal Tax Consulting Services (FTCS) practice incorporates cutting-edge technology into an innovative, team-based approach to deliver specialized federal tax consulting to clients ranging from middle-market companies to the Fortune 500. The group is currently searching for a Senior Associate to support projects in the areas of federal credits, including research and development (“R&D”) tax credits. A successful candidate will contribute to client delivery, mentor associates, and develop the technical skills needed to help drive the practice forward. This role offers a unique opportunity for a motivated Senior Associate to further develop technical expertise and contribute meaningfully to a high-performing, technology-driven tax consulting team.

Requirements

Minimum of 2 years of experience performing R&D Tax Credit and Section 174 studies required
Bachelor’s degree in Accounting or Engineering
Excellent verbal and written communication skills
Strong proficiency in Microsoft Excel
We expect the candidate to uphold Crowe’s values of Care, Trust, Courage, and Stewardship. These values define who we are. We expect all of our people to act ethically and with integrity at all times.

Nice To Haves

MST (Master of Science in Taxation) is a plus
CPA, EA, PE or JD preferred
Experience in the subject matter areas described above is preferred

Responsibilities

Execute project work plans, including reviewing data and supporting documentation for R&D tax credits under IRC Sections 41 and 174
Assist in leading technical interviews with client personnel, such as scientists and engineers, to gather key project details
Prepare and review appropriate quantitative and qualitative documentation to support project results using Microsoft Excel, Power BI, and Alteryx
Assist in leading client meetings and internal team discussions to communicate project progress and findings
Support client relationships by delivering exceptional client service and fostering collaboration with stakeholders
Mentor and train associates through on-the-job technical guidance and coaching, helping them build foundational skills in tax consulting and technology
Strong analytical, problem-solving, and critical thinking skills, with a focus on innovative and efficient solutions
Collaborate with managers and senior leadership to manage risk, execute reviews, and deliver high-quality outcomes
Work in a fast-paced, team-oriented environment to meet deadlines and exceed client expectations