Forvis Mazars US ยท 2 days ago
Senior Consultant II, R&D Tax
Forvis Mazars US is a leading firm in strategic tax advisory with a focus on innovative solutions beyond compliance. They are seeking a Senior Consultant II in R&D Tax to deliver consulting services, collaborate with teams, and manage client engagements while supporting the professional growth of junior staff.
AccountingConsultingFinancial Services
Responsibilities
Deliver R&D tax consulting services to a diverse client base, including Fortune 500 companies, middle-market businesses, owner-managed enterprises, and start-ups
Collaborate within cross-functional teams to provide technical insights and subject matter expertise
Coordinate with Managers, Senior Managers, and Partners on all phases of R&D credit engagements, including scoping, engagement setup, client communications, project execution, and final deliverables
Delegate tasks and review work performed by junior staff, aligning responsibilities with their experience and development goals
Conduct research on R&D tax credit statutes, IRS regulations, and relevant case law to support client positions
Assist in gathering and analyzing client documentation, including financial records and technical project data
Perform research credit calculations and contribute to the preparation of detailed technical reports
Draft and review descriptions of qualified research activities to substantiate tax credit claims
Participate in client interviews and site visits to identify and document eligible R&D activities
Provide coaching and on-the-job training to staff, supporting their professional growth and engagement success
Contribute to team development initiatives and support firm-wide growth objectives
Qualification
Required
Bachelor's Degree in Accounting, Finance, Engineering, or a related field
2+ years of experience in public accounting or corporate tax
Proficient in Microsoft Office Suite
Preferred
Master's Degree in Accounting, Taxation, or a related field
Current and valid CPA, EA, JD, or LLM credential
Experience with Research & Development (R&D) Tax Credit Projects
Benefits
Group health plan benefits
401(K)
Bonuses
Profit-sharing contributions
Flexible time off
Parental leave
Company
Forvis Mazars US
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network.
H1B Sponsorship
Forvis Mazars US 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
2024 (11)
2023 (15)
2022 (2)
Funding
Current Stage
Late StageCompany data provided by crunchbase