Tax Senior Associate, National Office - R&D

Posted 7 Days Ago
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Chicago, IL
Junior
Financial Services
The Role
The R&D Tax Senior Associate is responsible for assisting clients in maximizing R&D tax credits by conducting interviews, analyzing technical documentation, collaborating with teams, and preparing claims. The role involves calculations, reviewing tax returns, ensuring compliance with regulations, and mentoring junior staff while maintaining client relationships.
Summary Generated by Built In

At Armanino, you determine your career path. This means it's possible to pursue challenges you are passionate about, in industries you care about.

Armanino is proud to be Among the top 20 Largest Accounting and Consulting Firms in the Nation and one of the Best Places to Work. We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network. We want you to integrate all aspects of your life with your career. 

 

At Armanino, we know you don’t check-out of life when you check-in at work. That’s why we’ve created a unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas.  

The R&D Tax Senior Associate at Armanino is responsible for assisting clients in identifying and maximizing federal and state research and development (R&D) tax credits and incentives. They will work closely with clients to gather the necessary information and documentation to prepare R&D tax credit claims.

Job Responsibilities

  • Conduct client interviews and meetings to gather technical information about their research and development activities

  • Analyze technical documentation, financial data, and other information to identify qualified R&D activities and expenses

  • Collaborate with cross-functional teams, including engineers, scientists, and tax professionals, to gather the necessary information for preparing the R&D tax credit claim

  • Prepare technical reports and documentation to support the R&D tax credit claim

  • Perform calculations and quantitative analysis to compute the eligible R&D tax credits and incentives

  • Review and analyze tax returns and financial statements to identify tax planning opportunities related to R&D tax credits

  • Keep up to date with the latest R&D tax credit regulations and tax laws to ensure compliance and maximize tax benefits for clients

  • Assist in providing client support during tax audits or examinations related to R&D tax credits

  • Provide guidance and mentorship to junior team members, reviewing their work, and sharing best practices

  • Build and maintain client relationships through excellent service delivery and proactive communication


Requirements

  • Bachelor's Degree in Accounting, Finance or a related discipline

  • Minimum of 2 years of experience in tax consulting/compliance within public accounting with a focus on R&D tax incentives

Preferred Qualifications

  • Master’s Degree in Taxation

  • CPA, JD, EA or equivalent credential

“Armanino” is the brand name under which Armanino LLP, Armanino CPA LLP, and Armanino Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with law, regulations, and professional standards. Armanino LLP and Armanino CPA LLP are licensed independent CPA firms that provide attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Armanino Advisory LLC and its subsidiary entities are not licensed CPA firms.

Armanino provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Armanino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  

 

Armanino expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Armanino employees to perform their job duties may result in discipline up to and including discharge.  

 

Armanino does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges. For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Armanino property and free of fees. In addition, Talent Acquisition is the sole point of contact, and contacting others in our organization without Talent Acquisition’s knowledge will result in termination of contract.  

 

Armanino has a robust offering of benefits, including:  

  • Medical, dental, vision  

  • Generous PTO plan and paid sick time  

  • Flexible work arrangements  

  • 401K with Profit Sharing  

  • Wellness program  

  • Generous parental leave  

  • 11 paid holidays  

 

For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.  

 

For Individuals who would be working within the City of Los Angeles, Armanino will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance  

 

To view our Consumer Notice at Collection for job applicants, please visit: https://www.armanino.com/terms/ccpa-employee-notice/

#LI-Hybrid

We have a community of resources that are ready and willing to support your ideas, build your skills and expand your professional network.

Top Skills

Accounting
Finance
The Company
HQ: San Ramon, CA
2,706 Employees
On-site Workplace
Year Founded: 1969

What We Do

Armanino LLP is a Top 20 CPA & Consulting firm in the nation, one of the "Best of the Best"​ accounting firms and a Best Places to Work, both nationally and regionally. We have a strong commitment to our communities and are a Green Certified business.

Armanino brings depth, expertise and value to its clients. We strive to be unique in the market by providing on-site partner involvement and deep industry expertise with a regional perspective for both private and public companies. We offer a high personal level of attention to our clients and strive to communicate on your business needs and provide proactive counsel throughout the year.

We are perfectly positioned to provide services to companies that are looking for an alternative to national or "Big Four"​ firms or outgrowing their local CPA. We have three departments consisting of Audit, Tax and Consulting that provide a complete array of traditional and non-traditional services.

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