Sorren · 1 day ago
R&D Senior Tax Associate
United States
Full-time
Remote
Mid, Senior Level
$90K/yr - $95K/yr
1+ years expSorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. The Senior Associate in R&D Tax Credit Services is responsible for executing client deliverables and performing detailed technical reviews on moderate to complex studies, ensuring high-quality technical documentation and accuracy before submission.
AccountingConsultingTax Preparation
Responsibilities
Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41
Draft technical project documentation, ensuring audit readiness and alignment with IRS standards
Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting
Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors
Ensure formatting, terminology, and content align with firm templates and quality standards
Maintain clear, organized workpapers and documentation in accordance with internal processes
Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems
Participate in internal initiatives related to methodology improvements, technical training, and documentation standards
Adhere to SOPs, internal style guides, and quality control procedures
Take full responsibility for the quality and completeness of assigned tasks and reviews
Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables
Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery
Ownership of meeting personal KPI metrics
Communicate effectively with team members and clients, providing updates and addressing questions
Supervise, train, and mentor associates and interns to enhance team performance and skill development
Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
Stay updated on tax laws and best practices through ongoing training and independent learning
Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Qualification
Required
Bachelor's degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline)
Minimum of 1-3 years of experience in R&D tax credit consulting
In-depth understanding of tax laws, regulations, and compliance requirements
Proficiency in tax preparation software and accounting tools
Excellent attention to detail and accuracy in calculations and document reviews
Strong verbal and written communication skills to effectively interact with clients and team members
Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
Leadership and mentoring abilities to supervise and develop junior staff
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Benefits
Generous paid time off
Comprehensive medical, dental, and vision coverage, plus life and disability insurance
401(k) retirement savings plan
Paid holidays, including a firmwide winter break (December 24 – January 1)
Paid parental leave (available after one year of service)
Mentorship and career development programs
CPA exam support to help you succeed on the path to licensure
Firm-sponsored events and spontaneous team activities
Celebrations to mark milestones like the end of busy season and the holidays
Company
Sorren
Sorren is an accounting and advisory firm providing tailored tax, audit, and consulting services.
1001-5000 employees
H1B Sponsorship
Sorren has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
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Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Late StageRecent News
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