The R&D Tax Consultant will oversee R&D credit studies, ensure quality assurance, develop client relationships, and support business development efforts while mentoring junior staff.
Position Summary:
CFGI seeks a highly motivated R&D Tax Consultant to function in a fast-paced and technically challenging work environment. CFGI's unique client base of venture/PE- backed privately held companies to global multi-billion dollar fortune 500 Companies provides for a unique environment for highly motived self-starters to continue and enhance their careers.
This position works within our R&D practice R&D tax credit leader and requires an in-depth knowledge of R&D tax credits and the Orphan Drug Credit, as well as experience with technical R&D tax credit issues and thorough knowledge of the statutory requirements, applicable tax regulations and relevant case law. Candidates should have experience analyzing organizations and conducting client interviews to identify, document and maximize opportunities to enhance the R&D tax credit benefit in an efficient and sustainable manner. Prior exam defense experience, as well as experience with Accounting Methods or various other Tax Credits and Incentives is preferred but not required.
Principal Responsibilities:
· Work on R&D credit studies and complete or directly oversee all related activities from information gathering through interviews, documentation review and completion of deliverables.
· Provide quality assurance on R&D projects, engagement review and exam support where needed.
· Develop and sustain excellent client relationships with the ability to identify and address client needs.
· Have excellent research and writing skills with regards to technical issues.
· Assist with business development activities.
· Assist with identification and evaluation of technology solutions to drive efficiencies without sacrificing quality.
· Assist other project managers with the delivery of engagements.
· Possess a supporting interest in developing and mentoring junior team members.
Skills/Competencies:
· Detail oriented; strong research and analytical skills.
· Excellent communication skills, with the ability to conduct client meetings and serve as a lead point of contact with clients.
· Excellent organizational skills, ability to multi-task and work under deadlines.
· Demonstrated ability to be accountable for independently completing assignments.
· Must be self-confident, a self-starter, and willing to work in a flexible and dynamic work environment.
Education/Experience Requirements:
· 2-3 years of relevant public accounting/or corporate tax experience with significant exposure to R&D Tax Credit projects and related activities.
· Experience in Big-4 public accounting firms.
· Bachelor’s degree in accounting or a related field; master’s in taxation/CPA/JD preferred.
· Travel – own transportation required; be willing to travel to local client sites.
Top Skills
Accounting Methods
Orphan Drug Credit
R&D Tax Credits
Statutory Requirements
Tax Credits And Incentives
Tax Regulations
CFGI Boston, Massachusetts, USA Office
One Lincoln Street, 13th Floor, Boston, MA, United States, 02111
Similar Jobs
AdTech • Enterprise Web • Information Technology • Machine Learning • Marketing Tech • Sales
The Software Development Engineer III - Test will build test automation frameworks and validate AI-driven media activation, collaborating with cross-functional teams to ensure product quality.
Top Skills:
CypressDockerGoogle Cloud BuildJavaScriptKubernetesPlaywrightPytestPythonSpinnakerTypescript
AdTech • Enterprise Web • Information Technology • Machine Learning • Marketing Tech • Sales
Lead the design and development of APIs and user interfaces for a new product, collaborating with teams to deliver effective solutions.
Top Skills:
Ci/CdCypressDockerGraphQLKubernetesNoSQLPlaywrightPytestPythonReactSQLTypescript
AdTech • Enterprise Web • Information Technology • Machine Learning • Marketing Tech • Sales
The Software Engineer IV will design and develop scalable software systems, collaborate with teams on features, and lead initiatives while ensuring engineering excellence.
Top Skills:
AirflowCi/CdDataformDockerGoogle Cloud PlatformKubernetesPandasPythonReactTypescript
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
