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
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Prepare and support U.S. tax credits and incentives projects, with strong focus on R&D Tax Credits
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Analyze client financials and operations to identify qualifying activities and expenses
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Perform technical tax research (federal & state incentives)
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Build and review calculations, workpapers, and supporting documentation
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Validate and organize client-provided financial and operational data
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Manage multiple projects simultaneously, ensuring accuracy and deadlines compliance
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Collaborate with clients and internal teams in a professional, consultative manner
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Follow and improve SOPs and internal processes
Must-Have Requirements (Non-Negotiable)
Please only apply if you meet these:
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Proven experience working with Research & Development (R&D) Tax Credits OR similar U.S. tax incentive programs
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Background in a U.S.-focused accounting firm, tax advisory firm, or consulting firm
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Solid understanding of:
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U.S. tax framework
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Financial reporting
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Tax credits & compliance processes in the U.S.
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At least 1–2 years of experience in tax, public accounting, or tax consulting
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Experience preparing or supporting tax returns, credits, or financial analyses
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Ability to analyze and interpret financial statements
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Strong Excel skills (data handling, calculations, analysis)
Nice to Have
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Experience with tools like CCH, BNA, Checkpoint, or similar
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Exposure to multi-state tax credits or incentives
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Experience working with U.S.-based clients
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Strong project management and prioritization skills
What We’re Looking For
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Highly detail-oriented and analytical mindset
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Strong sense of ownership and accountability
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Comfortable working in a fast-paced, remote environment
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Clear and professional communication (written & verbal)
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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)
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Proven experience in U.S. R&D Tax Credits Hands-on experience identifying, calculating, and documenting R&D tax credits or similar incentives.
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Background in U.S.-focused accounting or consulting firms (Big4, mid-tier, or tax advisory firms working with U.S. clients).
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Strong knowledge of the U.S. tax system Especially in tax compliance, credits, and incentive programs.
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Experience with tax preparation or support in tax filings Including financial analysis and tax-related documentation.
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Ability to analyze and interpret financial statements Connecting accounting data with tax credit opportunities.
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1–2+ years of experience in tax, public accounting, or tax consulting
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Intermediate to advanced Excel skills (data analysis, calculations, and data organization).
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Experience with tax research tools (CCH, BNA, Checkpoint, or similar platforms).
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Strong attention to detail and accuracy Critical for compliance and calculation integrity.
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Ability to manage multiple projects and work independently Especially in a remote, deadline-driven environment.
