Omega Accounting Solutions · 1 week ago
R&D Tax Credit Expert (Hybrid)
Irvine, CA
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $145K/yr
3+ years expOmega Accounting Solutions is a multi-faceted professional services firm that empowers small and mid-sized businesses through advanced analytics and industry knowledge. The R&D Tax Credit Consultant will lead engagements involving IRC §41 R&D tax credit studies, ensuring compliance and maximizing clients’ eligible R&D activities.
Accounting
Responsibilities
Manage and lead R&D Tax Credit engagements with clients and referral partners
Directly oversee R&D associates and staff by assigning tasks, setting goals, and providing ongoing R&D credit training
Collaborate with Executive Leadership to set clear goals and performance expectations and provide ongoing feedback and support for team members’ professional growth
Oversee and coordinate the work of the team to ensure accurate and thorough documentation of R&D activities. This includes reviewing technical reports, financial statements, and other relevant documentation
Identify opportunities to streamline processes within the team and for clients
Provide regular updates to upper management on the status of R&D tax credit claims
At times, lead and participate in sales-related calls, meetings, and opportunities
Work closely alongside a team with a variety of backgrounds to conduct technical analyses and create value for clients in a wide variety of industries
Interface with business owners to review business practices and discuss the measurable state of their financial reporting
Analyze large subsets of confidential financial and technical client data
Conduct interviews with client personnel to review financial data and discuss technical aspects of client processes, procedures, and daily functions
Leverage strong project management skills to ensure deadlines and client expectations are met
Conduct technical interviews with subject matter experts regarding client business operations and specific product functions or process performance
Gather and review technical and financial documentation
Interface daily with multiple clients via teleconference, email, and on-site client visits
Conduct technical research to assist the team in new regulations and code requirements
Complete other duties at the discretion of management
Qualification
Required
Minimum 3 years of relevant Research & Development Tax Credit work experience
Excellent written and verbal communication skills
Acute attention to detail, expert analytical, research, and writing skills
Strong understanding of accounting principles and ability to read financial statements
Superior organizational skills and project management skills required with ability to multitask in a fast-paced, deadline-driven environment
Bachelor's Degree is a requirement
Microsoft Office: 1 year (Required)
Preferred
Proficient with Microsoft Office Suite, specifically Microsoft Word and advanced level skillset in Microsoft Excel, highly preferred
Background in Audit (Public Accounting) or Law highly preferred
Bachelor's degree in accounting, finance, or another business-related major is a plus
Legal degree/law school graduate is a plus
Benefits
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Company
Omega Accounting Solutions
Omega Accounting Solutions is an accounting firm which provides Accounting Consulting, Bookkeeping and Fractional Accounting,
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Sean Woods
CFO
Mike Catalano, P.E.
Chief Operating Officer
Recent News
bloomberglaw.com
2025-09-12
GlobeNewswire News Room
2023-10-10
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