About the Role:

As a Qualitative Analyst specializing in Research & Development (R&D) Tax Credit, this role requires evaluating customer research activities to determine eligibility for the R&D tax credit. Responsibilities include conducting customer interviews, analyzing qualitative data, and developing substantiation materials that articulate how customer research aligns with the four-part criteria for the R&D tax credit. Candidates will need to learn, develop and utilize expertise in R&D tax credit qualification criteria, communication skills, computer proficiency, and professionalism to ensure accurate assessment and documentation of eligible activities.

About the Team:

We are dedicated to administering fair and accurate qualification decisions, educating and empowering our customers to understand the credit and leverage available tax incentives, and develop comprehensive substantiation reports that showcase the value of their research and development efforts. This is an opportunity to join a team of passionate professionals with diverse backgrounds who not only excel at what they do but have fun along the way. 

Here’s what you’ll do day-to-day:

• Evaluate and assess customer data and make a qualification decision
• Conduct client outreach via emails or phone calls to gather data regarding qualification criteria for the R&D tax credit
• Navigate our CRM and portal platforms to update qualification status
• Monitor client completion of Qualitative surveys to review and develop substantiation reports

Here’s what we’re looking for:

• Bachelor’s degree of a minimum of 2 years experience in Accounting, Finance, Business, Compliance, Business Communications, or any writing fields.
• In-depth knowledge of the R&D tax credit qualification is preferred.
• Strong analytical skills with the ability to evaluate data and draw meaningful conclusions
• Proficiency in computer applications, including Salesforce CRM platforms, Microsoft Office Suite, and Google Docs
• Professionalism and discretion in handling confidential client information and interacting with customers
• Ability to work independently and collaboratively in a fast-paced environment, demonstrating adaptability and attention to detail

Our cash compensation amount for this role is targeted at $31.25 - $37.02 in Denver & most major metro locations, and $38.95 - $46.54 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.