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PwC · 2 weeks ago

Specialized Tax Services - R&D Technical Advisor (Software) - Senior Associate

Portland, OR

Full-time

Onsite

Mid, Senior Level

$77K/yr - $214K/yr

2+ years exp

PwC is a leading professional services firm specializing in tax services. The role of a Senior Associate in Specialized Tax Services involves assisting clients with R&D tax credit studies, managing client service accounts, and supervising teams to deliver exceptional results while navigating complex engagement workstreams.

AccountingBusiness DevelopmentConsultingFinanceFinancial ServicesTax Consulting

No H1B

Responsibilities

Manage client service accounts and secure quality deliverables

Work with cross-functional teams to enhance service offerings

Analyze client needs to provide tailored tax solutions

Maintain exceptional standards in project execution and reporting

Strengthen client relationships through impactful communication

Qualification

R&D tax creditsTechnical skillsClient relationship managementLeadershipAutomation proficiencyData interpretationSoftware developmentEngineering supportCreative problem-solvingWritten communicationOral communication

Required

Bachelor's Degree

2 years of experience

Commitment to obtain one of the following certifications: Certified Public Accountant, Member of the Bar or other tax, technology may qualify for this opportunity

Preferred

Master's in STEM-related field preferred

Prior experience with US R&D tax credits including preparing and supporting engineering or software-based R&D credit studies

Skills in analyzing organizations for R&D tax benefits

Technical skills with research credit regulations

Proficiency in client relationship management

Leadership in coaching and providing feedback

Automation and digitization proficiency

Excelling in written and oral communication

Demonstrating intellectual curiosity and creative problem-solving

Working knowledge of current development technologies including web development, XML, Java, JavaScript, C#, AI tools, database technologies, open source, or mobile apps

Proven experience in computer science, IT, or technical management including competencies in software development, hardware development and IT systems

Support software and other engineering subject matter specialist meetings and support clients during R&D credit reviews to gather information on the qualified activities and project performed

Review project documentation, technical reports, and other relevant client-provided materials to gather necessary information for R&D tax credit support

Prepare and organize the necessary documentation, including project descriptions/narratives, technical specifications, test results, and other relevant support

Draft/Review memorandums describing the R&D tax credit study process, calculation procedures, and qualified activities/projects