The R&D Associate supports R&D tax credit studies, coordinating data collection, client communication, and documentation under the guidance of Project Managers in a multi-disciplinary team.
This is a remote position.
Basic Function:
Work as part of a multi-disciplinary team to support Research and Development (R&D) tax credit consulting services. The Associate works closely with Project Managers, Directors, and Clients to ensure accurate information is documented and logged. Duties include assisting with kickoff calls and client interviews, coordinating data gathering, supporting credit calculations, preparing project documentation, and developing foundational knowledge of R&D tax credit regulations and applications by industry.
Position’s Intention:
The R&D Associate is an entry-level position that supports Project Managers in executing R&D tax credit studies. The Associate handles data gathering, client coordination, and documentation preparation while developing foundational knowledge of R&D tax credit regulations and study methodology under the guidance of team members.
Success Measurements:
Client engagement, client satisfaction, and production target goals
Essential Duties:
- Review engagement letters for completeness, document project scope, and track project due dates;
- Create and maintain project folders and update project listings on the R&D project board;
- Coordinate kickoff communications between clients and assigned Project Managers via scheduled calls or email;
- Participate in client interviews alongside Project Managers to observe operations, learn R&D identification methodology, and document Qualifying Research Activities;
- Gather and organize technical and financial data from clients, including payroll records, project documentation, and technical specifications;
- Assist Project Managers with data analysis, data validation, and preparation of calculation templates for credit computations;
- Research relevant technical and industry-specific topics as directed by Project Managers to support study documentation;
- Prepare draft sections of client reports under Project Manager guidance, including documentation of Qualifying Research Expenditures and Activities;
- Collaborate with quality control, client relations, accounting, and tax controversy departments to ensure smooth project workflow;
- Maintain regular communication with clients to request supporting documentation and provide status updates as directed by Project Managers;
- Support the development and maintenance of excellent client relationships through responsive and professional communication;
- Develop foundational knowledge of R&D tax credit regulations at federal and state levels and credit applicability across various industries.
Requirements
Required Skills:
- Strong analytical, planning and problem solving capabilities
- Demonstrate initiative and ability to work independently with minimal supervision required
- Interpersonal and soft skills that motivate trust, teamwork and transparency
Education/Certification:
- Bachelor’s Degree in Accounting or related field; or Zero (0) to One (1) year related experience and/or training; or equivalent combination of education and experience
Language Skills:
- Ability to write reports, business correspondence
- Ability to effectively present information and respond to questions from managers, clients, customers, and the general public
Reasoning Ability:
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, or schedule form
Computer Skills:
- Microsoft Office, PDF editing software
Benefits
Medical, Dental, Vision, STD, LTD, Basic Life, Vol Life, HSA, FSA, Accident, Critical Illness, Hospital Indemnity, Doctegrity, Pet Insurance, 401k and much more!
Similar Jobs
Professional Services • Consulting • Energy • Financial Services
The Senior R&D Associate executes R&D tax credit studies by leading client interviews, preparing credit calculations, drafting reports, and conducting technical research, while mentoring Associates.
Top Skills:
MS OfficePdf Editing Software
Software
The Incentives Tax Senior Associate executes R&D tax credit claims, conducts client interviews, analyzes data, drafts documentation, and mentors junior staff.
Top Skills:
AIData AnalysisDocumentation PlatformIrs Idr ResponsesQre ModelsR&D Tax Credit
Internet of Things • Pharmaceutical
The Associate Director will lead the transformation and implementation of a unified HCP engagement model in R&D, ensuring compliance, operational excellence, and the highest standards of service while managing a direct report and overseeing performance metrics.
Top Skills:
IhubVeeva
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
