The Incentives Tax Senior Associate executes R&D tax credit claims, conducts client interviews, analyzes data, drafts documentation, and mentors junior staff.
Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.
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)
About Us:
(The following only applies to US-based positions)
- A collaborative team culture with opportunities for career development.
- Ample opportunities to be recognized, build valuable skills, and grow your career.
- Generous vacation policy, including paid parental leave.
- Comprehensive health plans with FSA and HSA options.
- 401(k) retirement plan.
- Life and disability insurance coverage.
- 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.
Similar Jobs
Machine Learning • Security • Software • Analytics • Defense
Lead and develop a recruiting team to hire cleared and uncleared technical and non-technical talent for defense and national security programs. Partner with hiring managers, oversee full-cycle recruiting for hard-to-fill roles, guide employer branding, use data to drive hiring metrics, support offer strategy and compliance, and scale recruiting processes in a regulated environment.
Top Skills:
GreenhouseExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Machine Learning • Security • Software • Analytics • Defense
Lead enterprise recruiting strategy and operations for defense and national security programs. Build and scale a high-performing TA team, drive technical and cleared talent sourcing (cyber, RF, radar, software, systems, AI/ML), advise executives on workforce planning, implement AI-enabled recruiting tools and ATS improvements, ensure OFCCP and federal contractor compliance, and serve as player/coach on critical hires.
Top Skills:
Ai-Enabled Recruiting ToolsAi/MlApplicant Tracking System (Ats)AutomationCyberRadarRfSensorsSystems EngineeringTalent Analytics
Artificial Intelligence • Information Technology • Marketing Tech • Software • SEO
Own full sales cycle selling Scrunch to digital, SEO, content, and performance marketing agencies. Prospect and close agency leaders, run consultative multi-stakeholder processes, drive pipeline via inbound and targeted outbound, and partner with Customer Success, Marketing, and Product to ensure adoption and expansion.
Top Skills:
Ai PlatformsChatgptClaudeGeminiLlmsScrunch
What you need to know about the Chicago Tech Scene
With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.
Key Facts About Chicago Tech
- Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
- Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
- Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
- Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory
