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Specialized Tax Services - R&D Technical Advisor - Senior Associate

Specialized Tax Services - R&D Technical Advisor - Senior Associate

PwC (US)New York, NY, US
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Senior Associate, Specialized Tax Services

At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimize their tax positions. In specialized tax services at PwC, you will focus on providing tax advice and solutions to clients in complex and niche areas of taxation. This includes areas such as accounting methods, fixed-assets and research and development tax credits.

Focused on relationships, you are building meaningful client connections, and learning how to manage and inspire others. Navigating increasingly complex situations, you are growing your personal brand, deepening technical expertise and awareness of your strengths. You are expected to anticipate the needs of your teams and clients, and to deliver quality. Embracing increased ambiguity, you are comfortable when the path forward isn't clear, you ask questions, and you use these moments as opportunities to grow.

Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to :

  • Respond effectively to the diverse perspectives, needs, and feelings of others.
  • Use a broad range of tools, methodologies and techniques to generate new ideas and solve problems.
  • Use critical thinking to break down complex concepts.
  • Understand the broader objectives of your project or role and how your work fits into the overall strategy.
  • Develop a deeper understanding of the business context and how it is changing.
  • Use reflection to develop self awareness, enhance strengths and address development areas.
  • Interpret data to inform insights and recommendations.
  • Uphold and reinforce professional and technical standards, the Firm's code of conduct, and independence requirements.

As part of the Specialized Tax Services team you will assist clients with the preparation of their R&D tax credit studies. As a Senior Associate you will supervise and develop teams, manage client service accounts, and deliver exceptional results while navigating complex engagement workstreams. This position provides an exciting opportunity to deepen your technical skills and enhance your leadership capabilities in a dynamic environment.

Responsibilities include :

  • Manage client service accounts and secure quality deliverables
  • Work with cross-functional teams to enhance service offerings
  • Analyze client needs to provide tailored tax solutions
  • Maintain exceptional standards in project execution and reporting
  • Strengthen client relationships through impactful communication

    • What you must have :

  • Bachelor's Degree
  • 2 years of experience
  • Commitment to obtain one of the following certifications : Certified Public Accountant, Member of the Bar or other tax, technology may qualify for this opportunity

    • What sets you apart :

  • Master's in STEM-related field preferred
  • Prior experience with US R&D tax credits including preparing and supporting engineering or software-based R&D credit studies
  • Skills in analyzing organizations for R&D tax benefits
  • Technical skills with research credit regulations
  • Proficiency in client relationship management
  • Leadership in coaching and providing feedback
  • Automation and digitization proficiency
  • Excelling in written and oral communication
  • Demonstrating intellectual curiosity and creative problem-solving
  • Working knowledge of current development technologies including web development, XML, Java, JavaScript, C#, AI tools, database technologies, open source, or mobile apps
  • Proven experience in computer science, IT, or technical management including competencies in software development, hardware development and IT systems
  • Support software and other engineering subject matter specialist meetings and support clients during R&D credit reviews to gather information on the qualified activities and project performed.
  • Review project documentation, technical reports, and other relevant client-provided materials to gather necessary information for R&D tax credit support.
  • Prepare and organize the necessary documentation, including project descriptions / narratives, technical specifications, test results, and other relevant support.
  • Draft / Review memorandums describing the R&D tax credit study process, calculation procedures, and qualified activities / projects.

    • Travel requirements : up to 20%

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    Technical Advisor • New York, NY, US