Senior Tax Associate
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Job Description
Senior Associate responsible for delivering R&D Tax Credit services at Sorren. Conducting client interviews, preparing technical documentation, and ensuring compliance with tax laws.
Responsibilities:
- Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41.
- Draft technical project documentation, ensuring audit readiness and alignment with IRS standards.
- Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting.
- Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors.
- Ensure formatting, terminology, and content align with firm templates and quality standards.
- Maintain clear, organized workpapers and documentation in accordance with internal processes.
- Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems.
- Participate in internal initiatives related to methodology improvements, technical training, and documentation standards.
- Adhere to SOPs, internal style guides, and quality control procedures.
- Take full responsibility for the quality and completeness of assigned tasks and reviews.
- Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables.
- Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery.
- Ownership of meeting personal KPI metrics.
- Communicate effectively with team members and clients, providing updates and addressing questions.
- Supervise, train, and mentor associates and interns to enhance team performance and skill development.
- Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving.
- Stay updated on tax laws and best practices through ongoing training and independent learning.
- Manage engagements efficiently, meeting deadlines, particularly during high-demand periods.
- Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership.
- Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.
Requirements:
- Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
- Minimum of 1-3 years of experience in R&D tax credit consulting
- In-depth understanding of tax laws, regulations, and compliance requirements
- Proficiency in tax preparation software and accounting tools
- Excellent attention to detail and accuracy in calculations and document reviews
- Strong verbal and written communication skills to effectively interact with clients and team members
- Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
- Leadership and mentoring abilities to supervise and develop junior staff
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Benefits:
- Generous paid time off
- Comprehensive medical, dental, and vision coverage, plus life and disability insurance
- 401(k) retirement savings plan
- Paid holidays, including a firmwide winter break (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays
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