R&D Tax Analyst

ADP • San Dimas, CA

1d

About The Position

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

The analyst builds collaborative relationships with internal and external contacts, manages client and project strategy for mid-size and/or mid-complexity clients, and helps ensure service-level and quality targets are met or exceeded. Responsibilities also include identifying incentives and credit opportunities, researching and documenting client benefits, calculations, data analysis, revenue forecasting and reporting, generating sales leads, and keeping current on changes affecting the practice area.

ADP describes Service Excellence as a core value and emphasizes accurate, convenient, and automated tax and compliance operations, continuous improvement, and its CORE values: Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, and Social Responsibility.

Requirements

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

Nice To Haves

• Ability to verify financial or payroll data, detect errors, and correct them.
• 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 to gather documentation as needed.
• Develop productive, collaborative relationships with internal and external contacts.
• Meet or exceed client service-level and quality targets.
• Build and manage relationships with government agencies, industry groups, and alliances.
• Identify new incentives and credit opportunities for existing clients.
• Research opportunities that benefit clients.
• Develop documentation to support 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 for mid-size or mid-complexity clients.
• Stay current on changes affecting the practice area.
• Forecast, report, and plan revenue.
• Pull, consolidate, and analyze data.

What This Job Offers

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