R&D Senior Tax Associate

Sorren, Inc.

8d • $90,000 - $95,000 • Remote

About The Position

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth. Position Summary: The Senior Associate in R&D Tax Credit Services is responsible for executing client deliverables and performing detailed technical reviews on moderate to complex studies. The Employee is expected to independently conduct client interviews, produce high-quality technical documentation, and ensure the accuracy and completeness of work before submission to management. This role requires a high level of attention to detail, accountability, and consistency in technical writing and calculations.

Requirements

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
• Minimum of 1-3 years of experience in R&D tax credit consulting
• In-depth understanding of tax laws, regulations, and compliance requirements
• Proficiency in tax preparation software and accounting tools
• Excellent attention to detail and accuracy in calculations and document reviews
• Strong verbal and written communication skills to effectively interact with clients and team members
• Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
• Leadership and mentoring abilities to supervise and develop junior staff
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Responsibilities

• Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41.
• Draft technical project documentation, ensuring audit readiness and alignment with IRS standards.
• Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting.
• Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors.
• Ensure formatting, terminology, and content align with firm templates and quality standards.
• Maintain clear, organized workpapers and documentation in accordance with internal processes.
• Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems.
• Participate in internal initiatives related to methodology improvements, technical training, and documentation standards.
• Adhere to SOPs, internal style guides, and quality control procedures.
• Take full responsibility for the quality and completeness of assigned tasks and reviews.
• Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables.
• Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery.
• Ownership of meeting personal KPI metrics.
• Communicate effectively with team members and clients, providing updates and addressing questions.
• Supervise, train, and mentor associates and interns to enhance team performance and skill development.
• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving.
• Stay updated on tax laws and best practices through ongoing training and independent learning.
• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods.
• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Benefits

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level