- Lead key aspects of R&D credit studies such as technical interviews for 50+ clients, to ensure all engagements are conducted in accordance to practice standards and completed on time
- Support senior in 30+ client projects involving deep analysis of company financial data to calculate $1 million tax savings for a diverse set of clients spanning across engineering, manufacturing, medical industries, and high tech
- Update and revise qualified research expense (QRE) model in Excel and reconcile data such as W-2's, contractors 1099's, supplies, and trial balances to QRE model by Vlookup, Xlookup, and Pivot table
- Establish project management skills, keep projects progressing, and provide proactive updates to directors and managers