R&D Tax Consultant
4 days ago
Atlanta
Job DescriptionWho We Are McGuire Sponsel is a national specialty tax consulting firm founded in 2007. We serve 500+ CPAs and businesses across the country. We pride ourselves on combining technical expertise with exceptional client service. We have 5 offices throughout the United States: Indianapolis (HQ), Atlanta, Dallas, Phoenix, & Detroit. We are a rapidly-growing consulting firm and pride ourselves on finding and cultivating the best talent! Read about our GREAT culture below... Core Values • Growth Mindset: We embrace challenges as opportunities to learn and evolve. With a deep desire to continuously level up, we approach our work with curiosity, humility, and a willingness to fail forward. Progress is built on iteration, not perfection., • Relationship Focus: We invest in authentic, trusting relationships — with our clients, our teammates, and ourselves. We lead with honesty, communicate openly, and collaborate with intentionality. Strong relationships are our foundation for great work and long-term success., • Strives for Excellence: We hold ourselves to the highest standards of integrity, quality, and intelligence. From strategic thinking to technical execution, we take pride in delivering exceptional work. Excellence is not an outcome — it's a mindset we bring to everything we do., • Awareness: We operate with emotional intelligence and self-awareness, understanding how our actions impact others and the broader team. We’re committed to personal growth, constructive feedback, and leading ourselves before leading others. Read more about the R&D Tax Credit here. Department: R&D Reports to: Manager, R&D Type: Full-time, exempt Responsibilities • Review and analyze financial, technical, and operational data for each R&D project., • Prepare tax credit calculations and supporting documentation using Microsoft Excel., • Write clear, technical project narratives summarizing findings and qualifying research activities., • Conduct on-site client visits to understand research processes, technologies, and qualified activities., • Participate in client interviews to gather detailed information for project evaluation., • Manage client relationships through effective communication and timely project delivery., • Collaborate with internal teams to ensure accurate, compliant, and high-quality study outputs., • Maintain organized project documentation and adhere to project deadlines., • Assist with research on regulatory guidance, tax rules, and relevant industry trends.Role Competencies, • Critical Thinking: Identifies critical relationships in information, • Detail-Oriented: Demonstrates concern for thoroughness and accuracy, • Effective Communication: Listens and clearly presents information, • Emotional Intelligence: Recognizes emotions in typical situations and their effects on self and others., • Project Management: Manages well defined projectsRole Qualifications, • Bachelor’s degree in accounting, engineering, business, or a related field., • 1-3 years of accounting, engineering, or analytical experience and/or 1-4 years of R&D experience., • Strong analytical, organizational, and problem-solving skills., • Excellent written and verbal communication abilities., • Ability to manage multiple projects in a fast-paced, deadline-driven environment., • Strong interpersonal skills and comfort in client-facing situations., • Proficiency in Microsoft Excel., • Valid U.S. driver’s license and reliable transportation., • Ability to travel up to 30% independently or with a team to client sites across the U.S.Benefits & Perks, • Health, dental, & vision insurance, • Pet Wellness (Wagmo), • Voluntary STD benefits and company-paid LTD, • Flexible Spending Accounts and Health Savings Accounts, • Life and Accidental Death & Dismemberment Insurance, • Supplemental Benefits (Accident, Cancer, Hospital Indemnity, & Critical Illness), • Savings Marketplace – discounts on hotels, flights, movie tickets, electronics and more, • 401(k) with employer match, • 4 weeks of PTO, • 9 paid holidays & Summer Fridays, • Wellness programs, • Professional development opportunities, • Team-building events and social outings