Senior Consultant, Small Medium Business Incentives
Core
Leads and delivers projects helping clients identify, document, calculate, and secure Federal and state income tax incentives, including R&D tax credits.
Role type
Senior Consultant, tax incentives and R&D credits
Builds
Tax incentive qualification strategies and documentation for small/medium businesses
Domain
Tax consulting, Federal and state income tax planning
Deliverable
client delivery
Required skills
tax law research, financial and technical data analysis, complex calculation modeling, audit defense support, client interview leadership, project workstream management
Preferred skills
familiarity with legal/technical tax research platforms
Technologies
Microsoft Excel, Word, Access, PowerPoint, Outlook, web-based research tools
Responsibilities
Lead client interviews to gather information for incentive qualification; analyze expenses and activities for tax program qualification; perform and review tax law research and technical writing; support audit defense activities; prepare and review memorandums and calculation models; coach and review work of junior consultants
Seniority
Senior, hands-on IC with supervisory responsibilities