[Remote] Tax Associate
Note: The job is a remote job and is open to candidates in USA. Acena Consulting is a fast-growing professional services company specializing in tax incentive calculation and documentation for U.S. companies. The Tax Associate will manage the R&D tax credit study process, ensuring a positive client experience through data collection, analysis, and report preparation.
Responsibilities
- Assist in gathering, organizing, and reviewing client tax documents
- Analyze client financial data (general ledger, payroll reports, project cost detail) to identify qualified research expenses (QREs))
- Support wage, supply, and contract research calculations under the supervision of senior team members
- Prepare clear, audit-ready workpapers supporting credit calculations
- Assist with preparing credit forms (e.g., Form 6765 and state equivalents)
- Coordinate with internal technical writers, tax associates, and project managers
- Participate in client kick-offs, calls, and/or meetings as a supporting team member
- Communicate project status, data needs, and deadlines to project teams
- Meet engagement deadlines while managing multiple projects
- Professional handling of confidential client information
Skills
- Bachelor's degree in accounting, finance, business administration, or a related field
- 1-2 years in a financial, tax, or law setting
- Understanding of R&D tax incentives, credits, and related services; required
- Excel: proficient level with knowledge on how to create, VLOOKUP, SUMIF, and pivot tables
- Self-motivated, results-driven, and able to work independently in a remote environment
- Strong attention to detail and accuracy
- CPA preferred; but not required
Company Overview