The Incentives Tax Senior Associate executes R&D tax credit claims, conducts client interviews, analyzes data, drafts documentation, and mentors junior staff.
Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable.
Responsibilities
- Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end.
- Conduct client interviews to identify qualifying activities and expenses; document the four-part test.
- Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C).
- Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review.
- Maintain workpaper hygiene, audit trail, and platform documentation completeness.
- Mentor Associates / Interns on platform usage and R&D documentation standards.
Additional Incentives / Depreciation
- Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables).
- Support IC-DISC annual calculation and compliance workstreams.
- Assist with §174 capitalization/amortization modeling and documentation.
- Support cost segregation and fixed asset / depreciation reviews.
What You Need to Succeed
- Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus.
- 2–4 years hands-on R&D Tax Credit experience with direct client interaction.
- Strong analytical, research, organizational, and project-management skills in a deadline-driven environment.
- Excellent written and verbal communication; translates technical concepts for client stakeholders.
- Comfort working inside a purpose-built documentation platform (not Excel-only).
- Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets.
What We Offer:
(The following only applies to US-based positions)
About Us:
(The following only applies to US-based positions)
- A collaborative team culture with opportunities for career development.
- Ample opportunities to be recognized, build valuable skills, and grow your career.
- Generous vacation policy, including paid parental leave.
- Comprehensive health plans with FSA and HSA options.
- 401(k) retirement plan.
- Life and disability insurance coverage.
- Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
About Us:
At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.
Similar Jobs
Artificial Intelligence • Information Technology • Marketing Tech • Software • SEO
Own full sales cycle selling Scrunch to digital, SEO, content, and performance marketing agencies. Prospect and close agency leaders, run consultative multi-stakeholder processes, drive pipeline via inbound and targeted outbound, and partner with Customer Success, Marketing, and Product to ensure adoption and expansion.
Top Skills:
Ai PlatformsChatgptClaudeGeminiLlmsScrunch
Artificial Intelligence • Big Data • Cloud • Information Technology • Machine Learning • Software
The Business Development Representative will drive sales opportunities through outbound efforts, engage with key accounts, and collaborate with the sales team to convert leads into qualified opportunities.
Top Skills:
MS OfficeSalesforce
Artificial Intelligence • Productivity • Software • Automation
Lead R&D FP&A: own forecasting, budgeting, variance analysis, and cloud (AWS) cost modeling; evaluate AI investments; build decision-ready models; support executive and board reporting; improve forecasting, tooling, and data quality.
Top Skills:
AWS
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
