U.S. Federal and State R&D; Tax Credit – Job Description

Key Responsibilities:

- Support the preparation and delivery of U.S. Federal and State R&D; Tax Credit claims.
- Analyze tax returns, financial data, payroll records, expenditure schedules, and time-tracking information to identify Qualified Research Expenses (QREs).
- Review client documentation and support evidence to assess qualifying R&D; activities under applicable tax regulations.
- Prepare technical narratives, supporting reports, workpapers, and claim documentation.
- Review federal and state tax returns to assess credit utilization, carryforwards, payroll tax offset eligibility, and overall tax benefit realization.
- Conduct interviews and information-gathering sessions with client personnel, including engineering, software development, manufacturing, and management teams.
- Stay current with R&D; tax credit legislation, IRS guidance, and industry developments.
- Collaborate with internal teams and clients to ensure timely delivery of engagements.
- Maintain high standards of quality, accuracy, professionalism, confidentiality,



and client service while adhering to internal policies and procedures.

Requirements:

4+ years of experience in:

- U.S. Federal and State R&D; Tax Credits
- R&D; Tax Consulting or related advisory services
- Experience preparing or supporting R&D; tax credit claims and technical documentation.
- Knowledge of Forms 6765, 1120, 1120S, 1065, Schedule K-1, and related tax concepts.
- Experience in handling tax audits, enquiries, reviews, and claim substantiation would be an added advantage.

Skills

- Robust analytical and problem-solving abilities.
- Excellent written and verbal English communication skills.
- Strong report writing and documentation skills.
- Proficiency in:
- Microsoft Excel
- Microsoft Word
- Microsoft PowerPoint
- Strong organizational skills with the ability to manage multiple priorities and deadlines.
- Ability to work independently and collaboratively in a global team environment.

📌 Senior Analyst - R&D (Hyderabad)
🏢 ADP
📍 Hyderabad