R&D Tax Analyst

ADP•San Dimas, CA

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, keeps current on federal and state incentive programs, and applies those programs to client situations. The analyst 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 role also develops collaborative relationships with internal and external contacts and ensures client commitments and service and quality targets are met or exceeded. Within ADP's AVS Tax Credits practice, the role supports accurate, convenient, and automated tax and compliance operations for clients. Responsibilities include identifying incentive opportunities, researching and documenting client benefits, performing calculations and data analysis, contributing to consulting revenue and sales leads, managing client and project strategy for mid-size or mid-complexity clients, and staying current on changes affecting the practice area.

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 rectify them.
Excellent analytical skills, motivation, and confidence to independently address issues.
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/or independently.

Responsibilities

Research and calculate tax credit work for clients in various industries.
Maintain and develop computerized client incentive databases.
Maintain understanding of federal and state incentive programs and apply them to client situations.
Communicate tax credit opportunities to senior management.
Perform self-reviews and peer reviews 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.
Build productive, collaborative relationships with internal and external contacts.
Meet or exceed client commitments, service-level targets, 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 could benefit clients.
Develop comprehensive documentation supporting client benefits.
Drive revenue through consulting engagements and generate sales leads.
Evaluate client needs and opportunities.
Perform calculations; pull, consolidate, and analyze data.
Partner with government agencies on key legislative changes to enhance business offerings.
Manage client/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.