[Hiring] Sr. Tax Associate @Burkland Associates

Role Description

We are looking for a Sr. Tax Associate, R&D to help optimize our in-house R&D offering by:

• Conducting and documenting technical interviews with clients and subject matter experts.
• Performing relevant tax research.
• Calculating R&D Tax Credits and Sec. 174/Sec. 174A analyses according to all applicable standards.
• Managing day-to-day engagement responsibilities.
• Providing technical guidance to team members.
• Supporting engagement economics and business development.

This is a fully remote role within a heavy, multi-client environment — you'll be managing a high volume of engagements across multiple organizations and industries at once, so comfort juggling many client relationships simultaneously is essential. It's a unique opportunity to take on a leadership role in a growing department, working across multiple organizations and companies as they grow and scale.

Qualifications

• Bachelor's or Master's degree in Accounting, Tax, Finance, or a related field.
• 3-5 years of experience in R&D tax, with hands-on responsibility for R&D Tax Credit and Sec. 174/174A analyses.
• CPA, EA, or in progress preferred; Attorney (admitted to practice in a U.S. jurisdiction) also considered.
• An advanced credential allowing for IRS client representation is a plus.
• Experience with Kipsi R&D tax software is a plus (instead of or in addition to Alteryx/Power BI).
• Demonstrated experience supervising, mentoring, or training junior staff.
• Intermediate-to-advanced Excel skills, with experience in detailed calculation work and financial analysis.
• Self-motivated and comfortable working independently in a fully remote setting.
• Technical understanding of software and/or biotechnology industries.
• Comfortable translating relevant accounting concepts to software and technical teams.
• Working knowledge of accounting methods is a plus.
• Strong computer skills, including Google Workspace suite of tools, Slack, and the capacity to quickly learn new software.
• Outstanding written and verbal communication skills.
• Proven ability to manage a high volume of client engagements simultaneously while consistently meeting deadlines.
• Strong analytical, research, organizational, and communication skills, with sharp attention to detail.
• Genuine passion for delivering exceptional client service.
• Comfortable working in a camera-on culture, confidently leading and facilitating meetings via Google Meet or Zoom.

Requirements

• Manage the day-to-day responsibilities on R&D Tax Credit and Sec. 174/Sec. 174A engagements.
• Conduct virtual interviews with clients to document their applicability for the R&D credit.
• Produce technical reports reflecting client interviews.
• Prepare and review work papers, deliverables, and tax forms.
• Identify R&D opportunities for clients by performing detailed analysis of client financial statements and tax documents.
• Prepare and review calculations of R&D credits, including Sec. 174/Sec. 174A considerations, for client delivery.
• Supervise and mentor R&D Tax Associates, providing technical guidance and reviewing their work.
• Assist in managing engagement economics, including budgeting and billing.
• Act as Power of Attorney on behalf of clients in phone meetings with the IRS.
• Balance multiple client engagements and priorities while communicating quickly and effectively with the team.
• Serve as a point person for technical R&D research at Burkland.
• Participate in business development activities, including contributing to proposals for prospective and current clients.
• Stay current on the latest developments in tax law and regulations as they apply to the R&D credit.

Benefits

• 100% remote, work-from-anywhere flexibility.
• Flexible work schedule to promote a healthy work-life balance.
• A generous home office expense reimbursement.
• Medical, Dental & Vision Insurance for you and your dependents.
• Flexible PTO — take time off from work when you need it.
• 401k with a company match.
• Short & Long Term Disability Insurance.
• A collaborative, communicative culture driven by our Core Purpose + Values.