Teams at Exactera

Manage R&D tax credit claims, lead client engagements, analyze data for tax benefits, draft technical memoranda, and mentor junior staff.

The Incentives Tax Senior Associate executes R&D tax credit claims, conducts client interviews, analyzes data, drafts documentation, and mentors junior staff.

Own product strategy and roadmap for an agentic AI platform that enables practitioners and AI agents to run defensible tax analysis on trusted data. Define compliance-grade requirements, agent access surface, and data-product contracts. Manage external data sourcing, measure success by practitioner outcomes, and collaborate closely with AI and data engineering leaders to deliver production results.