Sr. Tax Associate, R&D

Burkland Associates • ,

35d • $80,000 - $100,000 • Remote

About The Position

Burkland is seeking a Sr. Tax Associate, R&D to join their in-house R&D tax offering. This role involves conducting and documenting technical interviews with clients and subject matter experts, performing tax research, and preparing R&D tax credit and Section 174/174A analyses. The associate will manage day-to-day responsibilities for assigned engagements, support technical execution, and collaborate with team members to deliver high-quality client work. This is a fully remote position in a multi-client environment, requiring the ability to balance several engagements simultaneously within a growing, collaborative team.

Requirements

• Bachelor’s or Master’s degree in Accounting, Tax, Finance, or a related field.
• 3–5 years of experience in R&D tax, with hands-on responsibility for R&D tax credit and Section 174/174A analyses.
• Intermediate to advanced Excel skills, with experience working across multiple data sources.
• Self-motivated and comfortable working independently in a fully remote environment.
• Technical understanding of software and/or biotechnology industries, with comfort speaking with technical leads about R&D activities.
• Ability to translate accounting concepts for technical audiences.
• Strong computer skills, including Google Workspace, Slack, and the ability to quickly learn new software.
• Excellent written and verbal communication skills.
• Proven ability to manage multiple client engagements simultaneously while meeting deadlines and delivering high-quality work.
• Strong analytical, research, organizational, and communication skills, with sharp attention to detail.
• Genuine passion for delivering exceptional client service, as this role involves extensive client interaction.
• Comfortable working in a fully remote, camera-on culture, confidently leading and facilitating meetings via Google Meet or Zoom.

Nice To Haves

• CPA, EA, or progress toward either preferred
• IRS client representation credential is a plus.
• Experience with Kipsi R&D tax software is a plus, as is experience with Alteryx or Power BI.
• Experience supporting or mentoring junior staff is preferred.
• Working knowledge of accounting methods is a plus.

Responsibilities

• Manage day-to-day responsibilities for assigned R&D tax credit and Section 174/174A engagements.
• Conduct virtual client interviews to document activities relevant to the R&D credit.
• Draft technical reports based on client interviews and supporting documentation.
• Prepare and review workpapers, deliverables, and tax forms.
• Identify R&D opportunities by analyzing client financial statements and tax documents.
• Prepare and review R&D credit calculations, including Section 174/174A considerations, for client delivery.
• Support junior team members by answering questions, sharing technical guidance, and reviewing work as needed.
• Assist with engagement budgeting, billing, and other administrative responsibilities to support timely delivery.
• Participate in IRS phone meetings with clients as needed, acting under appropriate authority.
• Balance multiple client engagements and priorities while communicating clearly and promptly with the team.
• Support technical R&D research and contribute to internal knowledge development.
• Assist with business development activities, including contributing to proposals for prospective and existing clients.
• Stay current on tax law and regulatory developments related to the R&D credit.

Benefits

• 100% remote, work-from-anywhere flexibility
• Flexible work schedule
• Generous home office expense reimbursement
• Medical, Dental & Vision Insurance for you and your dependents, with premiums fully covered for individual employee coverage on select plans.
• Flexible PTO
• 401k with a company match
• Short & Long Term Disability Insurance

What This Job Offers

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