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:
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