R&D Credit Specialist Application

R&D Credit Specialist | Full Time | Fully Remote | $ Per Project Basis

As an R&D Credit Specialist at DiLucci CPA Firm, you’ll play a vital role in guiding our team and clients through the intricacies of the Research & Development Tax Credit. We are looking for an experienced and knowledgeable professional who can bring their R&D tax expertise in-house—someone who can train and support our internal team, as well as take the lead on client-facing R&D case study projects.This is a per project position, ideal for someone who thrives on collaboration, education, and complex tax work. You’ll be our go-to expert for identifying and substantiating R&D credits and will be instrumental in building our firm’s capacity to serve more clients in this growing area.
Key Responsibilities
- Lead the preparation, documentation, and calculation of R&D credit studies for select client projects
- Provide internal training sessions to educate our team on qualifying activities, documentation standards, and audit risk reduction
- Stay current with IRS guidance, tax court rulings, and industry standards surrounding R&D credits
- Collaborate with tax leads and client managers to identify R&D opportunities in real time
- Review and analyze technical documents, payroll records, and project timelines to determine eligibility
- Communicate with clients to gather necessary info and explain R&D qualifications and benefits
- Ensure documentation is thorough, audit-ready, and filed timely with applicable tax returns
- Share feedback and insights to improve internal processes and expand firm offerings
Requirements
- Proven experience preparing and defending R&D credit studies
- Deep understanding of IRC Section 41 and IRS R&D audit procedures
- Strong ability to educate and train other tax professionals
- Excellent communication and documentation skills
- CPA, EA, or attorney preferred
- Familiarity with working with small to mid-size business clients
- Ability to work independently and manage workload per project
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R&D Credit Specialist | Full Time | Fully Remote | $ Per Project Basis