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Tax Senior Associate

AT CrossBorder Solutions
CrossBorder Solutions

Tax Senior Associate

Houston, TX / Remote

CrossBorder Solutions has offices in New York City, Tarrytown NY, St. Petersburg FL, London, and Argentina. 

Role Overview:

We are looking for an experienced R&D Tax Credit Senior Associate to come onboard to help us achieve our core purpose – helping people and businesses thrive every day – by helping companies identify and claim government incentives designed to promote innovation, economic, and job growth in the US and abroad. Like the R&D Tax Credit.

Reporting to the Director of R&D Tax Credit, you will have the opportunity to make a difference by utilizing our custom technology platform motivated by Artificial Intelligence and learning from our experience R&D tax leaders. Our goal is to help Senior Associates grow their skills in R&D Tax and help them grow in every aspect of professional services, including technical, interpersonal, project management, and practice management.

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*Location: New York City, Houston TX, or fully Remote in the US.*

Responsibilities:

  • Support the preparation and execution of client engagements by calculating and documenting R&D tax incentive claims
  • Help manage multiple projects, which include client computations, data gathering, analysis, and presentations
  • Support tax planning calculations, research new tax statues, resolve complex tax issues, and provide recommendations to clients, as it relates specifically to R&D tax
  • Partner with R&D Tax Managers and Senior Managers on client presentations, proposals, planning strategies, and ideas
  • Develop an understanding of our client's business and become a functional expert in the area
  • Help drive the success of multiple R&D engagements and mentor early in their career R&D Tax Associates

What You Will Need to Succeed:

  • 3+ years of experience in Public Accounting or R&D Tax Credit
  • Bachelor's Degree in Economics, Accounting, Finance, or other related/quantitative fields
  • Strong Microsoft Excel skills (comfortable manipulating large datasets)
  • Team player – Must be comfortable integrating with new teams quickly
  • Comfortable working in a deadline-driven environment
  • Ability to work with clients to answer questions or to collect necessary information for tax service requirements
  • Strong desire to grow professionally in the R&D Tax Credit professional world

#LI-EC1

#LI-REMOTE

What We Offer:

Great team culture, career development, great compensation package and benefits, and an unparalleled experience as part of one of the most advanced teams in the world. With a company culture that provides ample opportunities to be recognized, build valuable skills, and grow your career.

About Us:

CrossBorder Solutions, a pre-IPO SaaS company, is the global leader in technology driven tax solutions. Founded in 2017, we stand at the intersection of human and machine intelligence. As we continue to grow and approach unicorn status, we have offices all across the world with over 400 employees to provide long-term client success. Through our AI and cloud-based technologies, we deliver superior solutions to our customers. As a result, Kennet Partners and Insight Partners have invested $100 million in funding to support our growth, which has averaged over 100% year-over-year.

We are committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for our people regardless of their background or circumstances.

Client-provided location(s): Houston, TX, USA; New York, NY, USA
Job ID: 4918399003
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • HSA
    • Fitness Subsidies
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Office Life and Perks

    • Company Outings
    • Commuter Benefits Program
    • Snacks
  • Vacation and Time Off

    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement

    • Company Equity
    • 401(K)
  • Professional Development

    • Promote From Within
    • Lunch and Learns