Senior Consultant - R&D Tax

Requisition Number2233964 Description & Requirements

The research and development (R&D) tax credit is an incentive for companies to invest resources in the development of new and improved products, processes, and software.

Forvis Mazars' R&D tax credit consultants work with companies in a multitude of industries to understand their R&D efforts and assist them with capturing these valuable tax savings.

How you will contribute :

• Providing research and development tax consulting services to a variety of clients including Fortune 500, private middle-market companies, owner-managed businesses, and start-ups
• Working as a multi-disciplinary team helping provide subject matter knowledge and experience
• Coordinating with the Manager, Senior Manager, or Partner on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing requirements, project execution, and report and deliverable preparation
• Delegating work to and reviewing work performed by staff in accordance with their experience and capabilities
• Researching R&D credit statutes, regulations, and case law
• Gathering client documentation and assisting in the analysis of client data (both financial and technical)
• Performing research credit calculations
• Creating detailed reports to substantiate tax benefits
• Developing and reviewing descriptions of qualified project activities to support R&D credit positions
• Actively coaching and training staff on all facets of engagement execution
• Performing site visits to assist with client interviews
• Candidates should be growth-motivated and supportive of the team's growth goals and expectations

We are looking for people with Forward Vision and :

• Excellent written and verbal communication skills
• High-level analytical and reasoning skills
• Strong organizational skills
• Willingness to "own" client engagements and demonstrates a strong desire to deliver high-quality, responsive client service
• Attention to detail without losing sight of the big picture
• Ability to meet stringent client deadlines
• Availability to travel 10% to 15% within the U.S.

Minimum Qualifications :

• Bachelor's degree in Accounting, Business, Finance, Engineering, or related field or JD
• 2 years or more of professional experience (research credit experience preferred, but not required)
• Proficiency with Microsoft Office Suite

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With a legacy spanning more than 100 years, Forvis Mazars is committed to providing a different perspective and an unmatched client experience that feels right, personal and natural.

We respect and reflect the range of perspectives, knowledge and local understanding of our people and clients. We take the time to listen to deliver consistent audit and assurance, tax, advisory and consulting services worldwide.

We nurture a deep understanding of our clients’ industries, delivering greater insight, deeper specialization and tailored solutions through people who listen to understand, are responsive and consult with purpose to deliver value.

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.

Visit forvismazars.us to learn more.

Forvis Mazars, LLP is an equal opportunity / affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider unsolicited referrals and / or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with Forvis Mazars, LLP.

Any resume or CV submitted to any employee of Forvis Mazars, LLP without having a Forvis Mazars, LLP vendor agreement in place will be considered the property of Forvis Mazars, LLP.