R&D Tax Credit Specialist

4 weeks ago


Houston, Texas, United States CTI III LLC Full time
Job Summary

CTI III LLC is seeking a highly motivated and detail-oriented R&D Tax Credit Specialist to join our team. As a key member of our R&D team, you will be responsible for assisting with the completion of R&D client studies, conducting client calls, gathering and processing project and financial information, drafting reports, and completing tax credit calculations.

Key Responsibilities
  • Assist the project team with the completion of R&D client studies.
  • Conduct client calls, gather and process project and financial information, draft reports, and complete tax credit calculations.
  • Engage in discussions with clients to understand their business operations and potential qualified activities.
  • Manage projects, including project statuses, deadlines, and assignments in CTI's proprietary software.
  • Research and stay up to date on current R&D tax law.
  • Leverage the Internal Revenue Code, Treasury regulations, and case law to correctly calculate clients' tax benefits and deliver a defensible study.
  • Draft and review client deliverables and technical summaries reflecting finalized tax credits and incentives.
  • Travel to client sites, conduct technical client interviews, and engage in discussions to identify qualified activities.
Requirements
  • Ability to work autonomously and within a team.
  • Excellent written and verbal communication skills.
  • Highly organized and detail-oriented with the ability to prioritize, plan, and organize activities.
  • Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
  • Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
  • Strong problem-solving and troubleshooting skills.
  • Strong analytical skills and reasoning abilities.
  • Willingness to change to meet organizational needs.
  • Ability to process and maintain confidentiality while processing sensitive data.
  • Ability to recognize when an incident needs to be escalated.
Education and Experience
  • Bachelor's degree in Finance, Accounting, or Business preferred, but not required.

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