Research & Development Tax Credit Specialist

Research & Development Tax Credit Specialist

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Company Overview KBKG is a leading and trusted provider of tax solutions to CPAs and businesses. KBKG is committed to creating substantial tax savings for business owners, building owners, architects, engineers, and CPAs.

Job Description The Tax Specialist in the Research & Development Tax Credit group researches tax issues, conducts fieldwork, and supports sales and marketing efforts. The R&D group consists of regional teams directed by a national leader. A Staff Associate’s primary role will be to work under the direction of a Tax Senior Associate or Manager on projects from beginning to end.

They will be tasked with developing and maintaining client relationships as well as delivering a quality work product.

Responsibilities

• Conduct fieldwork specific to consulting projects, including visiting client locations, touring facilities, investigating facts, analyzing accounting information, and preparing cost lead and summary schedules.
• Complete appropriate tax computations and prepare written reports summarizing findings.
• Ensure R&D projects are conducted in accordance with firm standards, completed on time, and within budget.
• Demonstrate strong leadership skills and the ability to multi‑task across various project tasks.
• Maintain command of federal and relevant state R&D rules and applicable court cases.

Required Skills/Abilities

• Excellent oral and written communication skills.
• Proficient in Microsoft Excel and other MS Office suites.
• Strong time management, multitasking abilities, and the capacity to meet deadlines.

Education & Experience

• Bachelor's degree with a minimum 3.0 GPA.
• Ability to work additional hours as needed and travel to various client sites.
• Advanced degree is a plus.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

An Equal Opportunity Employer We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job‑related factors.

Seniority level Entry level

Employment type Full‑time

Job function Research, Analyst, and Information Technology

Industries Accounting

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