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Supports R&D tax incentive consulting by analyzing client projects, financials, and documentation; conducting interviews and technical research; preparing reports; identifying additional credits; and coordinating with CPAs, executives, accounting, quality control, and client relations teams. The role requires meeting deadlines, managing multiple tasks, maintaining confidentiality, and traveling 20–30% within the United States.

Build and maintain relationships with CPA firm clients, serve as the primary liaison, negotiate contracts, resolve issues, track performance metrics, prepare sales reports, and identify opportunities for account growth, retention, and expanded services. The role supports client delivery through AI solutions, outsourcing, and managed services while coordinating with internal sales and service teams.

Plan and execute renewable-energy tax incentive studies focused on prevailing wage and apprenticeship compliance under the Inflation Reduction Act. Analyze certified payroll, apprenticeship records, wage determinations, and IRS documentation; develop compliance processes; collaborate with clients, attorneys, engineers, and project teams; support legal defense strategies; manage multiple projects; and advise executives on tax incentive compliance.

Conduct technical and financial analyses to identify and substantiate R&D tax credits and other incentives. Responsibilities include interviewing clients, reviewing documentation and financials, researching technical topics, preparing reports, consulting with CPAs and executives, coordinating with internal departments, and meeting project timelines. The role requires client communication, analytical and organizational skills, confidentiality, multitasking, and 20–30% domestic travel.

The Assistant Controller assists in managing financial reporting processes and audits, oversees a team of 6-8 direct reports, and ensures accuracy in financial statements.

The R&D Associate identifies tax incentives for businesses, analyzes documentation, conducts interviews, researches topics, and collaborates with various departments to ensure client satisfaction.

The Sales Support Associate assists the sales team with administrative tasks, CRM management, customer inquiries, and coordination of leads to enhance operational efficiency and revenue growth.

Lead tax incentive deduction study projects from planning through completion. Responsibilities include defining scope and deliverables, managing timelines and resources, serving as the primary client contact, coordinating attorneys, accountants, engineers, and architects, monitoring risks, resolving issues, improving processes, and ensuring successful project outcomes. The role requires collaboration with technical experts, senior leadership, and clients, with construction or engineering experience preferred.

Build and maintain executive-level client relationships, champion the client experience mission, gather and translate feedback into improvements, coordinate solutions, and strengthen loyalty, retention, referrals, and advocacy. The role partners across departments and with leadership to deliver consistent client outcomes, leads client conversations and relationship-building activities, and serves as a trusted client advocate and concierge.

Provide exceptional client service focused on receivables: research and resolve billing issues, contact clients to reconcile outstanding balances, document calls, create account reconciliations, escalate when necessary, collect tax documents for IRS inquiries, and introduce clients to additional firm services.