Project Associate

ROARK

Project Associate

Los Angeles, CA
Full Time
Paid
  • Responsibilities

    One of our major clients a fast-growing and innovative tax consulting firm headquartered in Downtown Los Angeles, is actively seeking a highly motivated and detail-oriented Project Associate to join their team.

    Our client specializes in guiding clients across diverse sectors—including manufacturing, software, engineering, biotechnology, and food & beverage—through the process of calculating, documenting, and defending Research & Development (R&D) Tax Credits under IRS Section 41.

    Key Responsibilities:
    • Develop and draft technical narratives that describe clients’ product development processes and innovation activities

    • Conduct detailed analysis and recording of client financial data relevant to R&D tax claims

    • Participate in on-site client visits, including interviews with business owners, project managers, and engineering leaders—taking structured notes and contributing to project discussions

    • Collaborate with internal team members to support client deliverables and ensure compliance with IRS Section 41 regulations

    Qualifications:

    • Bachelor’s degree from an accredited institution

    • Minimum 1 year of experience in a corporate setting; background in Accounting, Finance, or Engineering is a strong plus

    • Excellent written communication skills with the ability to explain technical topics clearly

    • Strong professional presence and interpersonal skills

    • Detail-oriented, well-organized, and capable of managing multiple assignments under deadline-driven conditions

    • Proficient in Microsoft Word, Excel, and PowerPoint

    • Ability to follow direction while also showing initiative to seek guidance and offer solutions when challenges arise