Incentives Tax Senior Associate (R&D-Focused)
exactera· Professional Services
About this role
Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
The Opportunity
As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable.
Responsibilities
- Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end.
- Conduct client interviews to identify qualifying activities and expenses; document the four-part test.
- Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C).
- Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review.
- Maintain workpaper hygiene, audit trail, and platform documentation completeness.
- Mentor Associates / Interns on platform usage and R&D documentation standards.
Additional Incentives / Depreciation
- Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables).
- Support IC-DISC annual calculation and compliance workstreams.
- Assist with §174 capitalization/amortization modeling and documentation.
- Support cost segregation and fixed asset / depreciation reviews.
What You Need to Succeed
- Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus.
- 2–4 years hands-on R&D Tax Credit experience with direct client interaction.
- Strong analytical, research, organizational, and project-management skills in a deadline-driven environment.
- Excellent written and verbal communication; translates technical concepts for client stakeholders.
- Comfort working inside a purpose-built documentation platform (not Excel-only).
- Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets.
What We Offer:
(The following only applies to US-based positions)
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A collaborative team culture with opportunities for career development.
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Ample opportunities to be recognized, build valuable skills, and grow your career.
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Generous vacation policy, including paid parental leave.
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Comprehensive health plans with FSA and HSA options.
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401(k) retirement plan.
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Life and disability insurance coverage.
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Supplemental benefits like a dependent care savings plan, pet insurance, will preparation, and an employee assistance program.
About Us:
At Exactera, a FinTech SaaS start-up founded in 2016, we stand at the intersection of human and machine intelligence. Our corporate tax solutions are powered by AI and cloud-based technologies, serving customers worldwide. With over $100 million in funding from Savant Venture Fund and Insight Partners, we are poised for growth. We are committed to diversity, inclusion, and equal opportunities for all.
Frequently Asked Questions
Is the salary disclosed for the Incentives Tax Senior Associate (R&D-Focused) position at exactera?
The salary for this Incentives Tax Senior Associate (R&D-Focused) role at exactera is not publicly listed. Click "Apply Now" to learn more about the compensation package on their official careers page.
Is the Incentives Tax Senior Associate (R&D-Focused) job at exactera remote?
Yes, this Incentives Tax Senior Associate (R&D-Focused) position at exactera is remote, with team members based in Remote. You can work from home or anywhere in the supported regions.
Which team or department does the Incentives Tax Senior Associate (R&D-Focused) at exactera belong to?
This Incentives Tax Senior Associate (R&D-Focused) position is part of the Professional Services department at exactera. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Incentives Tax Senior Associate (R&D-Focused) position at exactera?
Click the "Apply Now" button on this page. You will be redirected to exactera's official application portal hosted on greenhouse where you can submit your application directly.
When was the Incentives Tax Senior Associate (R&D-Focused) job at exactera posted?
This Incentives Tax Senior Associate (R&D-Focused) position at exactera was posted on May 12, 2026. Apply as soon as possible — early applications are often reviewed first.
Incentives Tax Senior Associate (R&D-Focused)
exactera
You'll be redirected to exactera's official application page on Greenhouse.