Forvis Mazars US
Senior Consultant, R&D Tax – Forvis Mazars US
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Senior Consultant, R&D Tax
role at
Forvis Mazars US .
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.
What You Will Do
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
Minimum Qualifications
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
Preferred Qualifications
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 workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/.
Salary Range (Illinois)
IL Minimum Salary (USD): $65,000 IL Maximum Salary (USD): $108,500
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Professional Services
Note: This description reflects the responsibilities and qualifications currently required for the role and may be subject to change. Forvis Mazars reserves the right to modify the position or change the terms of employment at any time.
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Senior Consultant, R&D Tax
role at
Forvis Mazars US .
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.
What You Will Do
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
Minimum Qualifications
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
Preferred Qualifications
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 workweek. Benefits are eligibility-based and could include group health plan benefits, 401(K), bonuses, profit-sharing contributions, flexible time off, and parental leave. For more information on benefits, please visit https://resourcecenter.forvismazars.us/.
Salary Range (Illinois)
IL Minimum Salary (USD): $65,000 IL Maximum Salary (USD): $108,500
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Accounting/Auditing and Finance
Industries: Professional Services
Note: This description reflects the responsibilities and qualifications currently required for the role and may be subject to change. Forvis Mazars reserves the right to modify the position or change the terms of employment at any time.
#J-18808-Ljbffr