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Onshore is the modern standard for U.S. companies claiming the R&D tax credit. We find, document, and defend the tax credits and deductions that farms, manufacturers, architects, and engineers have earned. Claiming the R&D tax credit has historically been an ordeal full of consultants, spreadsheets, and hidden fees. Now, our software and AI-powered solutions read every line of a client's records against the tax code, produce verified computations, and are reviewed by a credentialed tax professional before filing.
This position is based in New York City, and in-office attendance is required Monday-Friday.
Onshore is a rapidly scaling company seeking a Finance Associate to join its finance team. Reporting to the Head of Strategic Finance, the Finance Associate will manage client invoicing, support referral partner payments, and prepare data for financial and investor reporting.
Although invoicing is the core of the role, it requires more than processing transactions. The Finance Associate is expected to develop a sound understanding of the business, learn how the company’s systems connect, and ensure that the CRM and financial records remain accurate and aligned. The position works closely with several functions across the company and offers broad exposure to finance operations, with the opportunity to take on greater responsibility as the team grows.
Key Responsibilities
Prepare and issue accurate, timely client invoices in accordance with contract terms.
Coordinate with Sales, Operations and Delivery teams to confirm billing details and process invoice changes.
Develop a working understanding of how the CRM, billing and accounting systems connect, and maintain consistency of records across them.
Identify, investigate and resolve discrepancies between systems before they affect clients or reporting.
Support the Head of Strategic Finance run monthly referral partner payment reports, verifying payments against agreed terms and maintaining complete partner records.
Compile and organize data for month-end close and for financial reporting to investors and other stakeholders.
Gather and organize data for monthly close, investor updates and stakeholder reporting
Support compliance requests, audits and data requests with clean, well-documented backup
Document finance processes and recommend improvements that increase accuracy and efficiency.
Support ad hoc analyses and special projects as business needs evolve.
Pick up new projects as the company grows, from ad hoc analysis to new workflows
What We’re Looking For
Bachelor’s degree in Accounting, Finance or a related field.
One to three years of experience in finance, accounting, billing or a similar role.
Working knowledge of core accounting concepts, including revenue recognition, accruals, deferred revenue, accounts receivable and accounts payable.
Exceptional attention to detail, with a consistent record of producing accurate work.
Strong analytical skills and the curiosity to trace a discrepancy to its source.
Proficiency in Excel or Google Sheets, including lookups and pivot tables; experience with a CRM or accounting system is an advantage.
Clear, professional written and verbal communication skills, and the ability to work effectively across functions.
Ability to learn quickly, manage multiple priorities and adapt in a fast-paced, high-growth environment.
Why Join Us
Work directly with the Head of Strategic Finance and gain visibility into how the entire business operates.
Take on meaningful ownership from the outset, with room to grow as the finance team expands.
Gain broad exposure across billing, partner payments, financial reporting and investor work.
Join a small, collaborative team where ideas are heard and put into practice.
Skills Required
- Bachelor's degree in Accounting, Finance, or a related field
- One to three years of experience in finance, accounting, billing, or a similar role
- Working knowledge of revenue recognition, accruals, deferred revenue, accounts receivable, and accounts payable
- Exceptional attention to detail and demonstrated accuracy
- Strong analytical skills and ability to investigate discrepancies
- Proficiency in Excel or Google Sheets, including lookups and pivot tables
- Experience with a CRM or accounting system
- Clear, professional written and verbal communication skills
- Ability to work effectively across functions
- Ability to learn quickly, manage multiple priorities, and adapt in a fast-paced environment
Onshore Compensation & Benefits Highlights
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Healthcare Strength — Health coverage including medical, dental, and vision with HSA/FSA options is consistently advertised and described as comprehensive. This breadth of core medical benefits positions the package as a meaningful pillar of total rewards.
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Leave & Time Off Breadth — Unlimited PTO, paid holidays, and paid sick days are repeatedly listed in role descriptions and benefits overviews. This combination indicates an emphasis on flexible time away from work if workloads and approval norms allow.
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Parental & Family Support — Paid parental leave is specifically advertised alongside other core benefits. While duration is not publicly detailed, its inclusion signals attention to family needs.
Onshore Insights
What We Do
Traditional firms rely on interviews, retroactive documentation, and billable hours. Onshore applies AI at the point of substantiation, providing documentation tied directly to source data and pairing it with expert review. The result is defensible, audit-ready work delivered in weeks, not quarters. We help companies claim R&D Tax Credits, 179D Deductions, and Cost Segregation with proof, not process. 500+ companies have trusted Onshore to identify and defend more than $600M in incentives. We operate with clear accountability and high standards. Outcomes matter more than activity.
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