
R&D Tax Analyst
Role description
From the employer**ADP is hiring a Tax Analyst.** The Research & Development Tax Analyst will manage a large portfolio of clients and guide them through the process of identifying eligible qualified research expenses (QREs) and delivery of the tax credit benefit.
**At ADP we are driven by your success.** We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.
**Service Excellence is a core value at ADP.** and in AVS Tax Credits are committed to providing accurate, convenient and automated tax and compliance operations for our clients. To succeed, we invest in technologies, programs and our people to continually improve the way we service and help our clients run their businesses.
We strive for every interaction to be driven by our **CORE** values: **Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, - Social Responsibility.**
**RESPONSIBILITIES:** Manage a portfolio of clients and guide them through the preparation and delivery of US Federal and State R&D tax credits claims
- Manage a portfolio of clients and guide them through the preparation and delivery of US Federal and State R&D tax credits claims
- Analyze tax returns, financial data, payroll records, expenditure schedules, and time-tracking information to identify Qualified Research Expenses (QREs).
- Review client documentation and support evidence to assess qualifying R&D activities under applicable tax regulations.
- Prepare technical narratives, supporting reports, workpapers, and claim documentation.
- Review federal and state tax returns to assess credit utilization, carryforwards, payroll tax offset eligibility, and overall tax benefit realization.
- Conduct interviews and information-gathering sessions with client personnel, including engineering, software development, manufacturing, and management teams.
- Stay current with R&D tax credit legislation, IRS guidance, and industry developments.
- Collaborate with internal teams and clients to ensure timely delivery of engagements.
- Maintain high standards of quality, accuracy, professionalism, confidentiality, and client service while adhering to internal policies and procedures.
**QUALIFICATIONS REQUIRED**
- Bachelor's Degree in Taxation, Accounting, Business, Finance, Mathematics or Statistics
- 1+ Years Tax Credit Consulting Experience
**PREFERRED QUALIFICATIONS:** Preference will be given to candidates who have the following:
- Ability to verify, detect errors and rectify the financial/payroll data.
- Excellent analytical skills, motivation and confidence to independently address issues.
- Must be adept in use of MS Office, particularly Excel and Access.
- Excellent written and verbal communication skills, solid research skills, and able to work
- well in a team environment and/or independently.