Senior Consultant, R&D Tax

Senior Consultant, R&D Tax

Location:

Charlotte, North Carolina, United States. Advertised locations: US-IL-Chicago, US-NC-Charlotte, US-SC-Charleston, US-SC-Greenville, US-TX-Houston, US-VA-Tysons.

Job Category:
Tax Specialty. Working time:
Full Time.

The Federal Tax Specialty brings a forward-thinking approach to strategic tax advisory, offering tailored solutions that go far beyond compliance. With deep expertise in federal tax law, they deliver value-driven planning, proactive risk management, and innovative strategies aligned with each client’s objectives. Their multidisciplinary approach empowers businesses to optimize tax positions, manage costs effectively, and capitalize on growth opportunities.

• 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.

• 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.

• 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.

Illinois Wage Transparency:
Pursuant to Illinois’ Equal Pay Act, the salary range displayed is for the Illinois market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Non‑exempt hourly positions will be eligible for time and half pay for employees that work over 40 hours in a work week. Benefits are eligibility‑based and could include group health plan benefits, 401(k), bonuses, profit‑sharing contributions, flexible time off, and parental leave.

IL Minimum Salary (USD): 65,000. IL Maximum Salary (USD): 108,500.