Senior Consultant - Research Tax Credit

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2232381

Position Title:

External Description: Description & Requirements

The research and development (R&D) tax credit is an incentive for companies to invest resources in the development of new and improved products, processes, and software.FORVIS' R&D tax credit consultants work with companies in a multitude of industries to understand their R&D efforts and assist them with capturing these valuable tax savings.

How you will contribute:

• Providing research and development tax consulting services to a variety of clients including Fortune 500, private middle-market companies, owner-managed businesses, and start-ups
• Working as a multi-disciplinary team helping provide subject matter knowledge and experience
• Coordinating with the Manager, Senior Manager, or Partner on all phases of an R&D credit engagement including initial scoping, engagement letter, information requests, timely and proactive client communications, staffing requirements, project execution, and report and deliverable preparation
• Delegating work to and reviewing work performed by staff in accordance with their experience and capabilities
• Researching R&D credit statutes, regulations, and case law
• Gathering client documentation and assisting in the analysis of client data (both financial and technical)
• Performing research credit calculations
• Creating detailed reports to substantiate tax benefits
• Developing and reviewing descriptions of qualified project activities to support R&D credit positions
• Actively coaching and training staff on all facets of engagement execution
• Performing site visits to assist with client interviews
• Candidates should be growth-motivated and supportive of the team's growth goals and expectations

We are looking for people with Forward Vision and:

• Excellent written and verbal communication skills
• High-level analytical and reasoning skills
• Strong organizational skills
• Willingness to "own" client engagements and demonstrates a strong desire to deliver high-quality, responsive client service
• Attention to detail without losing sight of the big picture
• Ability to meet stringent client deadlines
• Availability to travel 10% to 15% within the U.S.

Minimum Qualifications:

• Bachelor's degree in Accounting, Business, Finance, Engineering, or related field or JD
• 2 years or more of professional experience (research credit experience preferred, but not required)
• Proficiency with Microsoft Office Suite

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City: Atlanta

State: Georgia

Community / Marketing Title: Senior Consultant - Research Tax Credit

Location_formattedLocationLong: Atlanta, Georgia US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.