R&D Tax Associate

Sorren, Inc.

8d • $75,000 - $80,000 • 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 Associate in R&D Tax Credit Services plays a foundational role in the execution of R&D credit studies. The Employee is responsible for gathering and analyzing financial and technical data, preparing initial drafts of documentation, keeping the client engagement moving through the study process, and supporting project teams in all aspects of client service. The position is designed to build strong technical, analytical, and communication skills, with a focus on learning firm methodologies and applying the requirements of IRC §41. This role requires strong attention to detail, communication, and the ability to follow structured processes.

Requirements

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
• 0-2 years of experience in R&D tax credit consulting
• Understanding of tax laws and ability to adapt to changes
• Proficiency with tax preparation software and related tools
• Strong communication, organizational, and interpersonal skills
• High attention to detail and accuracy in calculations and records
• Capability to follow procedures and produce high-quality work
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Responsibilities

• Assist with the collection, organization, and analysis of financial and technical data related to qualified research activities.
• Participate in client interviews under the guidance of managers, taking clear notes and preparing initial summaries.
• Prepare calculations, draft narratives, and gather supporting documentation in alignment with SOPs, internal templates, and formatting standards.
• Draft and revise project documentation based on guidance from managers.
• Perform first-pass quality checks for formatting, completeness, and logical flow.
• Organize and maintain client files in the firm’s project management and document storage systems.
• Proactively tracking progress of study, following up on pending items, and determining of next steps in study process.
• Complete tasks assigned through the firm’s workflow systems on time and with minimal reminders and revisions.
• Respond promptly to internal communications and update task statuses regularly.
• Participate in training and knowledge-sharing sessions to build technical and tax credit expertise.
• Communicate with team members and clients, as directed, to support projects.
• Contribute to team efforts and maintain professional development through training.
• Manage time effectively to meet deadlines and prioritize engagements.
• Perform other duties and display 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: Entry Level