General information

Senior Consultant | Research Tax Credit
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Tax Specialty
Cost Seg R&D Credit Serv
Advertised Location
Chicago, Chicago Downtown, Indianapolis, Kansas City, Saint Louis, Dallas, Houston
Working time
Full Time

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 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 statute, regulations and case law 
  • Gathering client documentation and assist 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 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