The R&D Tax Analyst will assess and document R&D tax credits for compliance, conduct client interviews, and prepare necessary tax forms, collaborating closely with the R&D Tax Team.
Job Title: R&D Tax Analyst
Employment Type: Full-Time, Regular Hire
Expected Hours: 40 hours per week
FLSA Status: Exempt, Salary
Work Location:Fully Remote (within the U.S.)
Expected Base Pay Range: $80,000 - $90,000 per year depending on qualifications
Bonus Eligibility: Yes, discretionary bonuses
ABOUT THIS OPPORTUNITY:
Kruze Consulting is a boutique CPA firm that provides accounting, bookkeeping, finance, payroll, and tax services to over 750 startups backed by top tier venture capital funds. The R&D Tax Analyst position will work as part of the R&D Tax Team to identify and maximize tax credits and incentives related to research and development activities, while conducting comprehensive research, analysis, and documentation of eligible activities, expenditures, and credits, ensuring compliance with relevant tax laws and regulations. We’re looking for someone with a background in corporate tax accounting with knowledge of R&D tax incentives and federal R&D tax credit forms. The ideal candidate will have great time management skills, be very detail-oriented, and have strong analytical expertise. Kruze Consulting has a proven track record of developing their employees to their highest potential. If you are looking to learn and grow as a tax analyst, this role might be a terrific opportunity to do that in an entrepreneurial, fully remote accounting firm.
KRUZE CONSULTING IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER.
Kruze Consulting believes in diversity of thought as a competitive advantage to bring people together to build a culturally inclusive team. If you are smart, and good at what you do, come as you are. Diverse candidates (however you choose or choose not to identify) are encouraged to apply.
WHAT WE OFFER/WHY KRUZE CONSULTING:
· Fully Remote – We’ve completely embraced and invested in remote work and know the benefits. Save time, save money, and decrease stress. Our experience shows that remote work fosters a healthier work/life balance for our people. We do get together once a year for an annual offsite meeting, but it’s optional.
· Flexibility/Autonomy - Need to run to an appointment, your child's school, or just want to take a walk outside? No problem. If your clients’ needs are met and your work gets done on time, enjoy!
· Stability – While we serve startups, we aren’t one. We’ve been around for almost a decade enjoying controlled growth over that time. We don’t over-hire, and thankfully, we’ve never had to do a reduction in force. Our service offering is niche, accounting is essential to businesses, and the potential market for our services is diversified/vast.
· High-Quality Colleagues - We’re a diverse bunch, experts in our respective fields, and eager to help each other and clients. We care about each other as whole human beings.
· High-Quality Clients - We work exclusively with venture-funded technology startups and early-stage companies who are creating some of the most exciting and transformative products and services in the world! (We also have a “no jerks” policy; our clients treat our people professionally and respectfully.)
· Purpose/Meaningful Work – Not your average accounting role. Kruze professionals get to work with innovative startups that are disrupting their respective industries and creating the products and services of tomorrow. Like proud parents, we derive vicarious enjoyment as our clients grow, get additional rounds of funding, and ultimately get acquired by Fortune 500 firms.
· Professional Development – You’ll gain exposure to many types of clients and industries including SaaS, eCommerce, Healthcare, Biotech, Crypto/Blockchain, and Manufacturing. At Kruze, you’ll have the opportunity to learn multiple disciplines and work with a wide variety of high-visibility clients and find your passion.
NEED TO HAVE/POSITION REQUIREMENTS:
· 2+ years of full-time experience in corporate tax
· Bachelor’s degree in Business Administration, Accounting, Finance, or Economics
· Meticulous attention to detail – able to follow through and execute on a high volume of nuanced tasks
· Ability to work with a strong sense of urgency in a fast-paced setting with a wide variety of tasks
· Strict adherence to deadlines – understanding that governmental agencies don’t make exceptions
· A love of rapidly changing technology/software solutions that maximize efficiency and deliver firmwide value
· Must be willing to work core business hours in their local time zone (approximately 8am to 5pm local time)
NICE TO HAVE/POSITION PREFERENCES:
· Licensed CPA or eligible to sit for the CPA exam
· 2+ years of experience in public accounting
· Knowledge of R&D tax incentives and eligibility parameters
· Familiarity with Federal R&D Tax Credit Form 6765, IRC Section 41, and IRC Section 174
· Inclination to grasp the navigation of tax software and tools utilized in the preparation of R&D tax claims
· Experience in a fully remote people-centric culture
· Experience in a high growth/startup/entrepreneurial environment
WHAT YOU’LL BE DOING:
Client Interactions and Interviews (~70% of the time)
· Conduct Zoom and phone call interviews with clients
· Gather and analyze financial statements and tax returns
· Prepare R&D tax credit workbooks for client meetings
· Prepare R&D tax credit study quotes for clients
· Prepare and review R&D tax credit calculations
· Communicate R&D tax credit laws and eligibility to clients; consult with Managers when higher level expertise is necessary
· Research and assess professional backgrounds as applicable to R&D tax credit eligibility
· Construct and maintain R&D tax credit client statuses and workflows
· Provide consistent, strong follow-ups to ensure deadlines are met
Form Execution and Preparation(~20% of the time)
· Prepare Form 6765 with tax software CCH Axcess
· Prepare Form 8974 with PDF Editor
· Review calculations and studies prepared by the R&D tax team
· Coordinate with the Income Tax team
· Collaborate and follow up with payroll providers and PEOs to ensure proper R&D tax credit disbursements
Additional Responsibilities (~10% of the time)
· Meet with Manager(s) weekly to discuss new, in-progress, and upcoming assignments
· Research tax law changes impacting the R&D tax credit and implement any necessary changes
· Assist with the billing process to ensure accurate, timely completion
WHAT YOU WON’T BE DOING:
Kruze’s own corporate taxes. That’s handled by our corporate finance team.
A note of caution about remote workat Kruze Consulting:
While it seems cool, it’s not for everyone. You must have the discipline, work ethic, healthy boundaries, work strategies, and emotional intelligence to work remotely. While we strive for work-life balance at Kruze, this is still a fast-paced role that will require you to juggle many different projects and tasks. You must enjoy and thrive in this type of fast-paced environment.
About Kruze Consulting:
Kruze Consulting provides accounting, bookkeeping, finance, payroll, and tax services to over 750 startups backed by top tier venture capital funds.
· Our core values are: Kaizen ∙ Integrity ∙ Collaborative ∙ Caring ∙ Strategic
We are a 100% remote company, working in many different countries and time zones; we encourage our employees to take advantage of our flexible work environment to be happier and more productive. The firm has 750+ Seed, Series A, Series B, and Series C clients. The firm was started 15 years ago, by Vanessa Kruze, CPA and now has 175+ team members. Kruze utilizes best-of-breed software tools such as QuickBooks, Gusto, Justworks, Rippling, Expensify, Bill.com, Zoom, Slack, Ramp, and Brex. Our client base is comprised of venture capital-backed startups funded by the very best venture capital funds in the world.
Physical Requirements:
Extended periods of focused, seated computer work – approximately 8 hours a day.
Kruzecomplies with California’s Fair Chance Act:
Kruze will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Kruze is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Act by visiting the Civil Right’s Department Fair Chance Act webpage.
Kruze participates in E-Verify:
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
Top Skills
Cch Axcess
Tax Software
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