R&D Tax Incentives Senior Associate

Overview: Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States and offer our staff and Partners the opportunity to serve a variety of industries. In 2019, we extended our operations to Mumbai, India and desire to expand our shared services segment there. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue their interests both in the office and at home. At Eide Bailly we are passionate about the clients we serve, the work we do, and most importantly, having fun while we do it Why You'll Love Working Here At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is where programs like our EB Xchange originate. This program allows interested tax and audit employees to complete a rotation into a specialty area. We promote happy employees by making work/life balance a priority along with being actively involved in our communities. Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year. Most importantly, we like to have fun We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events. Responsibilities: ● R&D Calculation Preparation and/or Review: Take an active role in the preparation and/or review of R&D Tax Credit calculations for clients. This includes gathering relevant financial and technical data, conducting thorough analyses to identify qualifying research activities and expenditures, accurately documenting these findings for inclusion in R&D Tax Credit claims, and performing both preparation and review to ensure accuracy, compliance, and completeness. ● Data Collection and Analysis: Assist in the preparation and/or review of financial and technical data gathered from clients to support R&D Tax Credit calculations. This involves meticulously analyzing the data to ensure accuracy and compliance with relevant tax regulations and guidelines. Responsibilities include data flattening and manipulation of time tracking/hours keeping files, as well as reviewing and/or preparing general ledger details ● Documentation: Prepare and/or review detailed documentation of research activities and expenditures, ensuring that all eligible R&D expenses are properly accounted for in the calculation process. Adhere to established documentation standards to support the accuracy and defensibility of R&D Tax Credit claims. ● Communication: Collaborate with onshore team to address inquiries, gather additional information, and provide updates on the progress of R&D Tax Credit calculations. Maintain clear and professional communication to ensure client satisfaction and confidence in the services provided. ● Quality Assurance: Conduct thorough reviews of R&D Tax Credit calculations to verify accuracy and completeness. Identify and resolve any discrepancies or issues that may arise during the calculation preparation and review processes, ensuring the integrity of the final deliverables. ● Special Tax Projects: Perform special tax projects for clients as needed, which may include tax planning, compliance, or consulting projects beyond the scope of routine R&D Tax Credit services. Collaborate with team members to execute these projects effectively and meet client expectations. ● Research and Development: Stay abreast of changes in tax laws, regulations, and industry trends related to R&D Tax Credits. Contribute to ongoing process improvement initiatives to enhance the efficiency and effectiveness of R&D Tax Credit calculation processes. Performs special tax projects for clients as needed. ● Strategic Insight: Maintains awareness of general business trends and issues and applies that knowledge to client issues and solutions. Qualifications: ● 3-5 years of experience with R&D tax credit work and related incentives required. ● Bachelor’s or master’s degree in accounting, Finance, Data Analytics, Business, or a related field required. Knowledge and Skills ● Well-rounded knowledge of tax accounting principles, IRS regulations, and R&D tax credit incentives and issues. ● Strong analytical skills with the ability to interpret financial and technical data. ● Excellent communication skills in writing and verbally, as well as interpersonal skills, with the ability to work effectively in a team environment. ● Attention to detail and ability to manage multiple tasks simultaneously, meeting deadlines by setting priorities with work projects. ● Knowledge of US tax regulations is a plus, but not mandatory. ● Proficiency in the overall Microsoft Office suite including Word and PowerPoint. ● Ideally a power user of Excel. What to Expect Next We'll be in touch If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws.