Support R&D tax credit engagements for US-based SMB clients
Assist with cost segregation studies and related tax analyses
Prepare and organize financial documentation, workpapers, and supporting schedules
Gather and review client financial and operational data
Coordinate with US-based accountants and team to deliver on time
Assist with identifying potential tax savings opportunities for clients

🎯 Requirements

CPA required
3+ years of accounting or tax experience supporting US-based companies
Experience working with US SMB clients
Exposure to R&D Tax Credits or Cost Segregation
Understanding of US tax and accounting workflows
Strong Excel and financial analysis skills

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