R&D Tax Analyst

ADP • San Dimas, CA

4d

About The Position

ADP is hiring a Research and Development Tax Analyst to research and calculate tax credit work for clients across various industries. The analyst maintains and develops computerized client incentive databases, keeps current on federal and state incentive programs, and applies those programs to client situations. The role communicates tax credit opportunities to senior management, reviews project deliverables, prepares and reviews client information requests, and supports Senior Analysts and Managers on client projects. Travel to client sites may be needed for meetings and documentation gathering.

The analyst builds productive relationships with internal and external contacts and ensures client commitments, service-level targets, and quality targets are met or exceeded. The position also identifies incentives and credit opportunities, researches client benefits, prepares supporting documentation, supports consulting engagements and revenue growth, evaluates client needs, generates sales leads, performs calculations, monitors legislative changes, manages client or project strategy for mid-size or mid-complexity clients, and contributes to revenue forecasting, reporting, planning, and data analysis.

Requirements

• Bachelor's degree in Taxation, Accounting, Business, Finance, Mathematics, or Statistics.
• At least 3 years of consulting experience.
• R&D experience.

Nice To Haves

• Ability to verify and detect errors in financial or payroll data and rectify them.
• R&D tax knowledge.
• Excellent analytical skills, motivation, and confidence to address issues independently.
• Proficiency with Microsoft Office, particularly Excel and Access.
• Excellent written and verbal communication skills.
• Strong research skills.
• Ability to work well in a team environment and independently.

Responsibilities

• Research and calculate tax credit work for clients in various industries.
• Maintain and develop computerized client incentive databases.
• Maintain knowledge of federal and state incentive programs and apply them to client situations.
• Communicate tax credit opportunities to senior management.
• Perform self-review and peer review of project deliverables.
• Prepare client information requests and review requests prepared by the team.
• Support Senior Analysts and Managers on client-related projects.
• Travel to client sites for meetings and documentation gathering as needed.
• Develop productive relationships with key internal and external contacts.
• Ensure client commitments and service-level and quality targets are met or exceeded.
• Build and manage relationships with government agencies, industry groups, and alliances.
• Identify new incentive and credit opportunities for existing clients.
• Research opportunities that benefit clients.
• Develop comprehensive documentation supporting client benefits.
• Drive revenue through consulting engagements.
• Evaluate client needs and opportunities.
• Generate sales leads.
• Perform calculations.
• Partner with governmental agencies on legislative changes that may enhance business offerings.
• Manage client or project strategy and/or executive relationships with mid-size or mid-complexity clients.
• Stay current on changes affecting the practice area.
• Contribute to revenue forecasting, reporting, and planning.
• Pull, consolidate, and analyze data.

What This Job Offers

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