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
Aerospace • Artificial Intelligence • Machine Learning • Robotics • Software
Design, install, and integrate aircraft mechanical systems and components. Create 3D CAD models, installation layouts, and detailed drawings. Manage PLM/BOM data, apply GD&T and tolerance stack-ups, support prototypes and production, perform root cause analysis, and collaborate across disciplines to ensure manufacturable, maintainable aircraft hardware.
Top Skills:
3DexperienceAsme Y14.5BomCatiaCreoEwisFeaGd&TNxPlmSolidworksTeamcenterWindchill
.png)
Consumer Web • eCommerce • Machine Learning • Software • Sports • Analytics
Own relationships with a portfolio of PSA Exchange buyers to drive demand and growth. Monitor buying performance, advise on pricing and inventory strategy, onboard and guide sellers, surface account insights and feature requests, and support marketplace programs and campaigns. Ensure seamless account experience and timely purchases.
Top Skills:
Google SheetsExcel
.png)
Greentech • Hardware • Internet of Things • Machine Learning • Software • Business Intelligence • Agriculture
Manage a portfolio of enterprise ranch accounts from pilot to full-scale adoption, drive retention and expansion, engage executives and ranch managers, coordinate cross-functional teams, and develop scalable account strategies while frequently traveling to customers.
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
