Tax & Financial Compliance Analyst (R&D Tax Credits)

Tax & Financial Compliance Analyst (R&D Tax Credits)

Remote | Full-time | 🇺🇸 U.S. Market Focus

About the Role

We’re looking for a detail-driven and analytical Tax & Financial Compliance Analyst with hands-on experience in U.S. R&D Tax Credits or similar tax incentive programs.

This is a key role within a high-performance, client-facing team, where you’ll work directly on U.S.-based tax credit projects, supporting companies in maximizing their incentives while ensuring full compliance.

This is not an entry-level role. We are specifically looking for candidates with real, hands-on experience in U.S. tax credits, ideally from accounting firms, tax advisory firms, or consulting environments.

What You’ll Do

• Prepare and support U.S. tax credits and incentives projects, with strong focus on R&D Tax Credits
• Analyze client financials and operations to identify qualifying activities and expenses
• Perform technical tax research (federal & state incentives)
• Build and review calculations, workpapers, and supporting documentation
• Validate and organize client-provided financial and operational data
• Manage multiple projects simultaneously, ensuring accuracy and deadlines compliance
• Collaborate with clients and internal teams in a professional, consultative manner
• Follow and improve SOPs and internal processes

Must-Have Requirements (Non-Negotiable)

Please only apply if you meet these:

• Proven experience working with Research & Development (R&D) Tax Credits OR similar U.S. tax incentive programs
• Background in a U.S.-focused accounting firm, tax advisory firm, or consulting firm
• Solid understanding of:
• U.S. tax framework
• Financial reporting
• Tax credits & compliance processes in the U.S.
• At least 1–2 years of experience in tax, public accounting, or tax consulting
• Experience preparing or supporting tax returns, credits, or financial analyses
• Ability to analyze and interpret financial statements
• Strong Excel skills (data handling, calculations, analysis)

Nice to Have

• Experience with tools like CCH, BNA, Checkpoint, or similar
• Exposure to multi-state tax credits or incentives
• Experience working with U.S.-based clients
• Strong project management and prioritization skills

What We’re Looking For

• Highly detail-oriented and analytical mindset
• Strong sense of ownership and accountability
• Comfortable working in a fast-paced, remote environment
• Clear and professional communication (written & verbal)
• Client-focused attitude with a problem-solving approach

Why Join Us

Work with U.S.-based clients and real tax impact projects

Accelerate your career in tax credits & financial compliance

 Fully remote environment with a high-performance culture

Exposure to a collaborative, expert-level team

Requirements

Top 10 Requirements – Tax & Financial Compliance Analyst (R&D Tax Credits)

1. Proven experience in U.S. R&D Tax Credits Hands-on experience identifying, calculating, and documenting R&D tax credits or similar incentives.
2. Background in U.S.-focused accounting or consulting firms (Big4, mid-tier, or tax advisory firms working with U.S. clients).
3. Strong knowledge of the U.S. tax system Especially in tax compliance, credits, and incentive programs.
4. Experience with tax preparation or support in tax filings Including financial analysis and tax-related documentation.
5. Ability to analyze and interpret financial statements Connecting accounting data with tax credit opportunities.
6. 1–2+ years of experience in tax, public accounting, or tax consulting
7. Intermediate to advanced Excel skills (data analysis, calculations, and data organization).
8. Experience with tax research tools (CCH, BNA, Checkpoint, or similar platforms).
9. Strong attention to detail and accuracy Critical for compliance and calculation integrity.
10. Ability to manage multiple projects and work independently Especially in a remote, deadline-driven environment.