Consultant - R&D Tax Credit

Align Tax Consulting is a leading specialized tax consulting firm focused on delivering tailored tax strategies to businesses. We partner closely with CPAs and their clients to maximize tax benefits through strategic tax incentives including cost segregation studies, utility sales tax exemptions, R&D tax credits, and 179D energy efficiency deductions. With deep expertise in rapidly evolving tax laws, our team ensures that businesses can confidently navigate these changes to capture every available benefit.

Our company is quickly growing, and we are seeking a qualified R&D Tax Credit Consultant to join our tight-knit team. Creating compliant and thorough R&D Tax Credit studies using a combination of engineering and tax legislation to optimize tax savings is at the core of our work. The ideal candidate will have a strong background in accounting, finance, or engineering, with a focus on niche tax strategies.  This candidate must be willing to travel up to 30% of the time throughout continental United States.

A career at Align Tax Consulting gives individuals the opportunity to grow professionally and personally in a team environment.

Benefits include:

• Generous paid time off
• 401k matching and wellness benefits.
• Collaborative and relaxed working environment that supports both work-life balance and hard work.
• Team building and social outings, community outreach, and philanthropy activities.
• Competitive salary commensurate with experience

What you will need:

• A Bachelor’s degree with a focus in accounting, business, construction management, or engineering.
• 1-3 years of accounting or engineering experience, however recent college graduate applications will be considered.
• Some experience with tax credits.
• Strong project management, organizational, and time management skills.
• Strong analytical skills with attention to detail and accuracy.
• Strong verbal and written communication skills.
• Experienced in Microsoft Excel.
• A valid United States driver’s license.
• Ability to travel independently or as part of a team to client locations throughout the USA.

Responsibilities:

• A successful candidate will be prepared to assist the current leadership in expanding revenue by working with practice offices on existing clients and external opportunities coming through our business development team.
• Develop and execute project work plans
• Lead technical interviews with client personnel such as scientists and engineers
• Develop appropriate quantitative and qualitative documentation to support project results
• Identify value-added opportunities and work in a team environment to develop business
• Exhibit proven leadership and project management skills in managing client service teams and multiple projects in a fast-paced and interactive team environment to meet and exceed client expectations
• Exceptional client service and communication skills with a proven ability to develop and maintain outstanding client relationships
• Personal drive to develop self/others and provide leadership insight to the existing leadership team
• Analyze available financial reports for each respective project in order to prepare R&D Tax Credit calculations
• Prepare written technical conclusions foreach project’s findings
• Conduct site visits at client locations to document and consult regarding the nature and use of research and development resources
• Ongoing client relationship management

Next Steps:

If you're ready to make a meaningful impact and grow with Align Tax Consulting, we encourage you to apply! Please submit your resume and a cover letter detailing your experience and interest in the position. Our team will review applications and contact qualified candidates to discuss next steps in the hiring process. Thank you for considering a career with us, and we look forward to speaking with you soon!