KBKG - Tax Credits, Incentives & Cost Recovery · 2 days ago
Research & Development Tax Credit Specialist
KBKG is a leading provider of tax solutions to CPAs and businesses. They are seeking a Research & Development Tax Credit Specialist who will conduct fieldwork, support sales and marketing efforts, and develop client relationships while delivering quality work products.
BankingConsultingCrowdfundingFinancial Services
Responsibilities
Conduct fieldwork - Staff will conduct fieldwork specific to the consulting projects. Fieldwork could include visiting the client location, touring client facilities, investigating relevant facts, analyzing accounting information, preparing cost lead schedules and cost summary schedules, completing appropriate tax computations, and preparing written reports summarizing the findings
Staff are expected to engage in fieldwork pertinent to consulting projects. This can include visiting client locations, touring facilities, investigating facts, analyzing accounting data, preparing schedules, and writing summary reports
Staff may also play a role in business procurement, with senior staff available to address technical queries and produce relevant marketing content
Some travel may be needed, although most fieldwork can usually be completed from the office
Staff are expected to become "experts" in a particular field of tax law through both general and client-specific research
Staff will read and study materials related to their specific line of business to become experts in the field
Staff must manage multiple tasks concurrently. They are also responsible for internal communications regarding task statuses, technical issues, workload status, and expected deadlines
Other assignments as required
Qualification
Required
Excellent oral and written communication skills
Proficient in Microsoft Excel and other MS Office Suites
Proficient in time management, multitasking, and meeting deadlines
Bachelor's degree / 3.0 GPA minimum
Ability to work additional hours as needed and travel to various client sites
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at a time
Preferred
An advanced degree would be a plus
Company
KBKG - Tax Credits, Incentives & Cost Recovery
Established in 1999 with offices across the US, KBKG has helped businesses and their CPAs unlock over $10 billion of tax credits and incentives.
Funding
Current Stage
Growth StageLeadership Team
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