Federal Income Tax, Research and Experimentation (“R&E”) Tax Credit Senior Consultant

Assists Manager in preparing client presentations for proposals, planning strategies, and ideas, as well as in developing project work plans and scheduling associated project deliverables. Performs interviews of client engineering and technical personnel, and drafts or reviews detailed project interview reports. Responsible for gathering, formatting, and analyzing large volumes of accounting cost data; and creates large complex calculation databases using Microsoft® Excel and/or Microsoft® Access.

Analyzes expenses for qualification under Section 174 and Section 41. Responds to client requests and corresponds with clients to meet deliverables. Participates in meetings with client tax department personnel and prepares and reviews R&E credit calculations and R&E deliverables.