Experienced Project Associate with a strong background in conducting comprehensive R&D tax credit studies for a diverse clientele. Skilled in analyzing financial records, conducting interviews with technical staff, and reviewing time allocations related to R&D activities. Proficient in preparing detailed client deliverables, including technical narratives and methodology memorandums, ensuring compliance with IRS audit standards. Demonstrated expertise in analyzing gross receipts, qualified research expenses, and operating costs to optimize R&D tax credits. Adept at preparing and filing federal and state tax forms, leveraging historical and current financial data to maximize client benefits. Recognized for strong analytical skills, attention to detail, and the ability to navigate complex tax regulations effectively.
Perform Research and Development (R&D) tax credit studies and conduct interviews, prepare client deliverables, review time allocation records associated with employee work tasks, and examine
historical financial data of clients.
• Analyze a wide range of financial data and trends including gross receipts, qualified research expenses, and operating expenses associated with research and development projects
• Develop technical project narratives and methodology memorandums based on client R&D efforts for the purposes of IRS audit
• Prepare federal and state tax forms associated R&D credits utilizing current and historical records of financial data as well as various entity characteristics