Sorren · 2 days ago
R&D Tax Associate
United States
Full-time
Remote
New Grad, Entry Level
$75K/yr - $80K/yr
0+ years expSorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. The R&D Tax Associate plays a foundational role in executing R&D credit studies, responsible for gathering and analyzing data, preparing documentation, and supporting project teams in client service.
AccountingConsultingTax Preparation
Responsibilities
Assist with the collection, organization, and analysis of financial and technical data related to qualified research activities
Participate in client interviews under the guidance of managers, taking clear notes and preparing initial summaries
Prepare calculations, draft narratives, and gather supporting documentation in alignment with SOPs, internal templates, and formatting standards
Draft and revise project documentation based on guidance from managers
Perform first-pass quality checks for formatting, completeness, and logical flow
Organize and maintain client files in the firm’s project management and document storage systems
Proactively tracking progress of study, following up on pending items, and determining of next steps in study process
Complete tasks assigned through the firm’s workflow systems on time and with minimal reminders and revisions
Respond promptly to internal communications and update task statuses regularly
Participate in training and knowledge-sharing sessions to build technical and tax credit expertise
Communicate with team members and clients, as directed, to support projects
Contribute to team efforts and maintain professional development through training
Manage time effectively to meet deadlines and prioritize engagements
Perform other duties and display 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)
0-2 years of experience in R&D tax credit consulting
Understanding of tax laws and ability to adapt to changes
Proficiency with tax preparation software and related tools
Strong communication, organizational, and interpersonal skills
High attention to detail and accuracy in calculations and records
Capability to follow procedures and produce high-quality work
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
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Late StageRecent News
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