R&D Tax Credit Specialist
4 weeks ago
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.
- 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.
- Bachelor's degree in Finance, Accounting, or Business preferred, but not required.
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