R&D Senior Associate

WHO WE ARE:

At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients.

As a R&D Senior Associate at CTI, you will join a team that leverages the Company’s proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries.

Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization.

WE TAKE CARE OF OUR PEOPLE

• Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan
• 3 weeks paid vacation
• 8 paid holidays and week between 12/25-1/1 off with pay
• 12 weeks paid maternity leave / 2 weeks paternity leave
• Our supportive team will work with you to develop and support your career goals
• Be part of a knowledgeable, growing, high-achieving and fun team

CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs.

WHAT YOU WILL DO

The R&D Senior Associate is responsible for managing and overseeing multiple R&D client studies from start to finish. The R&D Senior Associate is the main point of contact for clients and is responsible for the execution of all stages of the study.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Identify areas of qualified client activities and perform qualification analysis to validate or refine research expenses.
• Conduct virtual and in person technical client interviews related to employee activities, projects, data analysis, and business operations.
• Calculate federal and state R&D tax credits.
• Develop study methodologies tailored to each client’s specific needs.
• Draft customized client deliverables, including executive summaries and technical memos.
• Develop valuable and lasting client relationships through excellent communication, meeting deadlines and expectations, and presentation of client deliverables.
• Assist with R&D Associate training as requested.
• Actively solicit referral and references from clients.
• Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons.

WHAT YOU WILL NEED

• Ability to work autonomously and within a team.
• Excellent written and verbal communication skills.
• Highly organized and detail oriented with the ability to prioritize, plan, and organize activities.
• Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
• Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
• Strong problem solving and troubleshooting skills.
• Strong analytical skills and reasoning abilities.
• Willingness to change to meet organizational needs.
• Ability to process and maintain confidentiality while processing sensitive data.
• Ability to recognize when an incident needs to be escalated.

EDUCATION AND EXPERIENCE

• Bachelor’s degree in Finance, Accounting, or Business preferred, but not required.
• 2+ years’ customer service experience.
• 2+ years’ R&D project management experience.

We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page!

This role is hybrid preferred at our Houston or Folsom office.