Job Description

Overview:Who We AreEide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in
15 states across the Midwest and western United States and offer our staff and Partners the opportunity
to serve a variety of industries. In 2019, we extended our operations to Mumbai, India, and desire to
expand our shared services segment there. Founded in 1917, our culture is the foundation of who we
are, and we pride ourselves on supporting our employees to help them achieve their goals and pursue
their interests both in the office and at home. At Eide Bailly we are passionate about the clients we
serve, the work we do, and most importantly, having fun while we do it!Why You'll Love Working HereAt Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our
culture focuses on collaboration to achieve career growth. Innovation is highly encouraged, which is
where programs like our EB Xchange originate. This program allows interested tax and audit employees
to complete a rotation into a specialty area. We promote happy employees by making work/life balance
a priority along with being actively involved in our communities. Our dedication to service can be seen
through the Firm's decision to match charitable donations made by employees, as well as providing
opportunities to volunteer throughout the year. Most importantly, we like to have fun! We offer a
professional and fun work environment with frequent lunch and learns, socials, contests, outings and
other events. Responsibilities:A Day in the LifeA typical day in the life as an R&D Tax Incentive Senior Associate might include the following:We are seeking a highly motivated Senior Associate to join our India team in providing comprehensive R&D Tax Credit services to clients in the United States. As a Senior Associate, you will work closely with the other team members and the project leads to support various aspects of the R&D Tax Credit process, including preparation and/or review data collection, analysis, calculations, documentation, and writing reports.xe2x97x8f R&D Calculation Preparation and/or Review: Take an active role in the preparation and/or review of R&D Tax Credit calculations for clients. This includes gathering relevant financial and technical data, conducting thorough analyses to identify qualifying research activities and expenditures, accurately documenting these findings for inclusion in R&D Tax Credit claims, and performing both preparation and review to ensure accuracy, compliance, and completeness.xe2x97x8f Data Collection and Analysis: Assist in the preparation and/or review of financial and technical data gathered from clients to support R&D Tax Credit calculations. This involves meticulously analyzing the data to ensure accuracy and compliance with relevant tax regulations and guidelines. Responsibilities include data flattening and manipulation of time tracking/hours keeping files, as well as reviewing and/or preparing general ledger detailsxe2x97x8f Documentation: Prepare and/or review detailed documentation of research activities and expenditures, ensuring that all eligible R&D expenses are properly accounted for in the calculation process. Adhere to established documentation standards to support the accuracy and defensibility of R&D Tax Credit claims.xe2x97x8f Communication: Collaborate with onshore team to address inquiries, gather additional information, and provide updates on the progress of R&D Tax Credit calculations. Maintain clear and professional communication to ensure client satisfaction and confidence in the services provided.xe2x97x8f Quality Assurance: Conduct thorough reviews of R&D Tax Credit calculations to verify accuracy and completeness. Identify and resolve any discrepancies or issues that may arise during the calculation preparation and review processes, ensuring the integrity of the final deliverables.xe2x97x8f Special Tax Projects: Perform special tax projects for clients as needed, which may include tax planning, compliance, or consulting projects beyond the scope of routine R&D Tax Credit services. Collaborate with team members to execute these projects effectively and meet client expectations.xe2x97x8f Research and Development: Stay abreast of changes in tax laws, regulations, and industry trends related to R&D Tax Credits. Contribute to ongoing process improvement initiatives to enhance the efficiency and effectiveness of R&D Tax Credit calculation processes. Performs special tax projects for clients as needed.xe2x97x8f Strategic Insight: Maintains awareness of general business trends and issues and applies that knowledge to client issues and solutions.Qualifications:Who You Are:xe2x97x8f 3-5 years of experience with R&D tax credit work and related incentives required.
xe2x97x8f Bachelorxe2x80x99s or masterxe2x80x99s degree in accounting, Finance, Data Analytics, Business, or a related field required.xe2x97x8f Well-rounded knowledge of tax accounting principles, IRS regulations, and R&D tax credit incentives and issues.
xe2x97x8f Strong analytical skills with the ability to interpret financial and technical data.
xe2x97x8f Excellent communication skills in writing and verbally, as well as interpersonal skills, with the ability to work effectively in a team environment.
xe2x97x8f Attention to detail and ability to manage multiple tasks simultaneously, meeting deadlines by setting priorities with work projects.
xe2x97x8f Knowledge of US tax regulations is a plus, but not mandatory.
xe2x97x8f Proficiency in the overall Microsoft Office suite including Word and PowerPoint.
xe2x97x8f Ideally a power user of Excel.What to Expect Next:We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, TikTok or our About Us page.

Eide Bailly