Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading client interviews and discussions, performing technical tax research, and developing business and industry expertise.
Interface directly with clients, including executives, operations, finance, accounting, and engineering.
Writing technical reports and memorandums related to innovation in a clear and succinct manner based on interview testimony, review of technical documentation, and application of legal analysis.
Research and review pertinent publications, recent case law, and similar material to provide appropriate support in regard to specific projects, expenditures, and corporation types.
Assist in all aspects of preparing the research and development tax claim, including, but not limited to:
Financial costing
Review of invoices and contracts
Technical documentation review and preparation
Drafting and reviewing final report documentation
Conduct in-person interviews, meetings, site visits, and educational discussions with maturity and discretion