Incentives Tax Senior Associate (R&D-Focused) at Exactera

<div class="content-intro"><p><strong>Exactera </strong>has offices in<strong> New York City, Tarrytown NY, San Diego, CA, London,&nbsp;</strong>and <strong>Argentina.&nbsp;</strong></p></div><h3>The Opportunity</h3> <p>&nbsp;</p> <p>As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&amp;D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable.</p> <p>&nbsp;</p> <h3>Responsibilities</h3> <ul> <li>Execute federal and state R&amp;D tax credit claims under Manager supervision; own assigned workstreams end-to-end.</li> <li>Conduct client interviews to identify qualifying activities and expenses; document the four-part test.</li> <li>Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C).</li> <li>Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review.</li> <li>Maintain workpaper hygiene, audit trail, and platform documentation completeness.</li> <li>Mentor Associates / Interns on platform usage and R&amp;D documentation standards.</li> </ul> <p>&nbsp;</p> <h3>Additional Incentives / Depreciation</h3> <ul> <li>Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables).</li> <li>Support IC-DISC annual calculation and compliance workstreams.</li> <li>Assist with §174 capitalization/amortization modeling and documentation.</li> <li>Support cost segregation and fixed asset / depreciation reviews.</li> </ul> <p>&nbsp;</p> <h3>What You Need to Succeed</h3> <ul> <li>Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus.</li> <li>2–4 years hands-on R&amp;D Tax Credit experience with direct client interaction.</li> <li>Strong analytical, research, organizational, and project-management skills in a deadline-driven environment.</li> <li>Excellent written and verbal communication; translates technical concepts for client stakeholders.</li> <li>Comfort working inside a purpose-built documentation platform (not Excel-only).</li> <li>Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets.</li> </ul><div class="content-conclusion"><h3>What We Offer:<br><em>(The following only applies to US-based positions)</em></h3> <ul> <li> <div>A collaborative team culture with opportunities for career development.&nbsp;</div> </li> <li> <div>Ample opportunities to be recognized, build valuable skills, and grow your career.&nbsp;</div> </li> <li> <div>Generous vacation policy, including paid parental leave.&nbsp;</div> </li> <li> <div>Comprehensive health plans with FSA and HSA options.&nbsp;</div> </li> <li> <div>401(k) retirement plan.&nbsp;</div> </li> <li> <div>Life and disability insurance coverage.&nbsp;</div> </li> <li> <div>Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.&nbsp;</div> </li> </ul> <p>&nbsp;</p> <h3>About Us:</h3> <div data-olk-copy-source="MessageBody">At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.&nbsp;</div> <p>&nbsp;</p></div>