National Tax - R&D Senior Associate

Dallas, TX, United States

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for an R&D Credit Services – Senior Associate  to join our  National Tax  practice.

YOUR TEAM.

This position will support the R&D Credit Services Team, which in turn supports the firm’s National Tax practice. R&D Credit Services is a growing national team with opportunities for its members to become regional leaders.

The R&D Credit Senior Associate is responsible for supporting and running key aspects of R&D engagements; researches tax issues, conducts fieldwork, reviews technical work products, and contributes to sales and marketing efforts.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities. Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your “why” at the firm.

We believe it’s important to balance work with everyday life – and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to:

Assist and led key aspects of R&D credit studies and related activities to ensure all engagements are conducted in accordance to practice standards, completed on time, and within budget including conducting fieldwork to assisting with client deliverables

Consistently demonstrate expert time management skills, proper prioritization of projects, personal time, completing work in a timely manner, and avoiding PTO and personal time during critical times of year

Demonstrate expert project management skills, keeping projects progressing, and updating managers and stakeholders

Provide proactive in project updates to managers and stakeholders to manage expectations

Assist in the execution of work plans designed to identify and quantify research credit claims

Assist in exam defense through IDR support, exam analysis, and client management

Assist in drafting opinion letters, responses to IRS inquiries, IRS Ruling requests, and writing other tax technical memoranda

Assist in new business development internally

Explain in simple terms complex tax technical matters to firm and client personnel

Assist other team members with the delivery of engagements as needed

Conduct engagement review, technical review of calculations, work papers, and deliverables of staff prepared work

Provide suggestions for efficiency improvement in process and engagement management, and other aspects of the practice

YOUR EXPERIENCE.

The successful candidate will have:

Minimum of 2+ years’ industry experience required

Bachelor’s degree from an accredited college/university required

Eligible to sit for or have made progress towards CPA, J.D./LL.M.

Ability to work on / manage over 30 engagements throughout the year

Strong verbal and written communications skills with the ability to evaluate and articulate complex information via email, phone, and video

Strong understanding of R&D credit study engagement process and ability to navigate through various stages

Understanding of topics including: controlled groups, changes in ownership, funded research, utilization, Payroll Tax Credit

Ability to work in a deadline-driven environment and handle multiple projects simultaneously with a team and independently

Able to build and maintain strong relationships with firm and client personnel and the ability to successfully interact with professionals at all levels

Candidate will be required to read and study relevant tax material related to R&D credit rules

Ability to travel several days per month

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply. You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. For more information, please see  Equal Employment Opportunity Posters .

If you are an individual with a disability in need of assistance at any time during our recruitment process, please contact us at  [email protected] . Please note: This email address is reserved for individuals with disabilities in need of assistance and is not a means of inquiry about positions or application statuses.

CohnReznick does not accept unsolicited resumes from third-party recruiters unless such recruiters are currently engaged by CohnReznick Talent Acquisition Team by way of a written agreement to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that CohnReznick will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person, or entity.

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