Careers

Tax Point Advisors, America’s premier provider of Research and Development Tax Credit studies, comprises a trusted team of CPAs, engineers, and tax attorneys, providing the highest degree of professional service. We assist CPAs and their clients in identifying and capturing their maximum Federal Research & Development Tax Credits, as well as state R&D Tax Credits. We have the industry’s leading audit success rate, and an audit rate of under 5 percent.  This is because we don’t just calculate R&D credits, we also conduct a thorough ON-SITE R&D review process for every study, then we write a bullet-proof, audit-defensible study report.

Tax Point Advisors is a leading provider of R&D Tax Credit Expertise and Experience. We offer staff challenging work with potential to grow your career. Our vibrant culture encourages our valued team members to pursue their own interests – both in the office and at home. 


We are currently seeking a talented R&D Tax Associate to join our National Tax Office team in any of the following markets: North Texas, Massachusetts, Utah, or Ohio


R&D Tax Associate

Responsibilities: 

  • Researching, gathering data and analyzing R&D tax matters and financial reports. 
  • Managing multiple tasks and client needs. 
  • Preparing reports and other documents as required. 
  • Extensive writing and documentation gathering. 
  • Interfacing with clients and approaching client interactions with maturity and discretion. 
  • Participating in professional association meetings and forums. 
  • Demonstrating excellent team skills, positive attitude and high ethical standards.
  • Leading interviews with various Subject Matter Experts to understand and identify qualified activities to substantiate the R&D tax credit in accordance with IRC Sections 41 and 174.
  • Performing quantitative and qualitative research, including project write-ups, base period, department overviews, and methodology memos.
  • Analyzing complex client data utilizing MS Excel to compute Federal and State R&D tax credits.
  • Monitoring project financials including charge hours and engagement team member schedules.
  • Managing projects including scheduling, budgeting and client correspondence.
  • Assist with Audit representation including drafting IDR responses and working with the IRS to resolve client matters.

Requirements

  • Bachelor's degree in Accounting, Finance, Taxation, Business Administration, Engineering/Technical Science or related field.
  • Excellent oral and written communication skills. 
  • Must be a self-starter and be able to work independently.
  • Strong computer skills and proficiency in Microsoft Office.
  • Ability to travel and work at office locations around the Firm and client locations.
  • Position requires approximately 20-25% domestic travel.
  • Applicants must be currently authorized to work in the United States on a full-time basis.

 

Business Development Directors

Tax Point Advisors is currently searching for business development directors throughout the U.S. and Canada, with particular emphasis on NY, NJ, PA, IL, and CA. We are currently working with clients and CPA firms on a nationwide basis, and we have a fantastic regional and national reputation. If you have high standards when it comes to ethics, integrity, and client service, we would love to hear from you.

Desired Qualifications 

An accounting degree or equivalent is preferred, as is experience with professional sales and client service. The position also requires a strong understanding of federal and state taxes. The ideal candidate is a self-starter and is self-motivated and willing to travel when necessary. Attention to detail, strong interpersonal skills, and discipline with regard to time management are a must.

Responsibilities

Job responsibilities of the Business Development Director will include building strong relationships with local and regional CPAs / accounting firms and their clients, and helping to establish Tax Point Advisors as the pre-eminent provider of specialty tax services in America. If the above profile sounds like you, please contact us immediately by filling out the form below.

Fill out this online form.

Latest from the blog

Fresh R&D Tax Credits for the Commercial Baking Industry

Read More

State R&D Tax Credits Can Help Current and Future Growth in the Cannabis Industry

Read More

R&D Tax Credits for the Water Recycling Industry

Read More

Contact Us Today for a No Risk Assessment

Get Started