Note: The job is a remote job and is open to candidates in USA. Leonid Group Ltd is a consultancy recruiting for a fast-growing U.S. R&D tax credit consultancy. The R&D Tax Accountant will ensure the quality and accuracy of tax consulting services by reviewing research credit calculations, maintaining quality assurance processes, validating documentation, supporting amended claims, conducting tax research, and assisting with training.
Responsibilities
- Review research credit models using Excel to ensure accuracy
- Implement, and maintain quality assurance protocols and processes for the tax consulting team
- Conduct regular quality audits to ensure compliance with tax regulations and internal quality standards
- Collaborate with management to establish and maintain a culture of continuous improvement in service quality
- Meet with consultants to discuss technical issues related to their research tax credit(s) and research tax expense calculations and/amortization
- Conduct detailed reviews of credit calculations to validate claim accuracy
- Ensure that all tax credit claims, including amended claims, are thoroughly documented, compliant with relevant tax laws, and supported by comprehensive evidence
- Review and validate documentation provided by clients to substantiate their tax credit claims
- Update and keep current all qualitative and quantitative templates used by consultants to deliver research tax credit projects
- Review and assess amended claims packages prior to submission to the IRS and review those that have been returned by the IRS for further evaluation
- Identify deficiencies, inconsistencies, or areas for improvement in the amended claims process
- Collaborate with consultants to address IRS feedback and update claims packages for resubmission
- Assist QA manager to provide training to R&D tax professionals from the junior consultant through the manager level
- Assist QA manager to provide training and work with Business Developers to assist them with general understanding of the Research Tax Credit and assist with any questions during the sales process
- Perform research on various tax topics, including but not limited to the research tax credit, amortizing research expenses, and other related topics
- Report on findings of research projects to the Head of Consultancy and/or Senior Compliance Partner
Skills
- Proficient in using Excel
- Bachelor's degree in accounting, Finance, Taxation, or a related field
- 3-6 years of experience in R&D tax credit consulting, tax compliance, or quality assurance
- Strong analytical and problem-solving skills with attention to detail
- Excellent written and verbal communication skills for client interactions and team training
- CPA, EA, or JD preferred
- Experience with AI software and/or development is a plus
Benefits
- Remote working
- Various insurances included (including family dental, medical etc).
- 20 days/year PTO
- 401k
Company Overview