Tax Associate - R&D (Tax Credits)

Current•Aventura, FL

5d•$70,000 - $90,000•Remote

About The Position

This role is ideal for an early-career tax professional with 1–3 years of public accounting experience who is interested in developing specialized expertise in Research & Development (R&D) Tax Credits, accounting methods, cost recovery, and technical tax consulting. Working alongside experienced Managers and Partners, you will gain valuable exposure to sophisticated client engagements, technical tax research, and consulting projects while building the foundation for long-term career growth within a highly specialized practice.

Requirements

Bachelor's degree in Accounting, Finance, or a related field.
1–3 years of public accounting experience, preferably in tax.
Experience working in a public accounting firm.
Exposure to federal and state tax compliance and tax research.
Strong analytical, organizational, and problem-solving skills.
Experience using tax preparation software (CCH experience preferred but not required).
Proficiency with Microsoft Excel, Word, PowerPoint, and Adobe Acrobat.
Excellent written and verbal communication skills.

Nice To Haves

CPA license or active progress toward CPA licensure strongly preferred.
Master's degree in Taxation, Accounting, or a related field.
Exposure to R&D tax credits, accounting methods, cost recovery, or tax consulting.
Familiarity with Form 3115, cost segregation, or depreciation concepts.
Experience preparing technical research memoranda or supporting client consulting engagements.

Responsibilities

Assist in preparing federal and state R&D tax credit studies and supporting analyses.
Gather, organize, and analyze client financial and operational information to identify potential qualifying activities and expenditures.
Assist with documenting tax credit calculations and preparing supporting workpapers.
Research tax law, IRS guidance, and legislative developments affecting tax credit opportunities.
Support engagement teams with IRS examination responses and documentation requests.
Assist with accounting method reviews involving capitalization, depreciation, revenue recognition, and inventory accounting.
Support cost segregation and depreciation analyses.
Assist with preparation of Form 3115 (Application for Change in Accounting Method).
Perform technical tax research involving the Internal Revenue Code, Treasury Regulations, and other authoritative guidance.
Prepare draft technical memoranda and engagement documentation for manager review.
Communicate professionally with clients to obtain information, answer questions, and provide timely updates.
Support Managers and Partners on tax planning and consulting engagements.
Assist with client deliverables while maintaining quality, organization, and attention to detail.
Manage multiple projects simultaneously while consistently meeting deadlines.
Collaborate closely with Managers, Senior Associates, and Partners on client engagements.
Participate in internal technical training and continuing education programs.
Contribute ideas that improve engagement efficiency and client service.
Continue developing technical expertise through mentorship and hands-on experience.

Benefits

Competitive salary plus performance bonus opportunities
Comprehensive medical, dental, and vision insurance
401(k) with generous company match
Self-managed Paid Time Off
Paid holidays
CPA exam support and continuing education reimbursement
Ongoing technical training and mentorship
Fully remote work environment
Clear career progression to Senior Associate, Manager, and beyond
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning