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ExacteraEX

Incentives Tax Senior Associate (R&D-Focused)

Exactera is a global leader in technology-driven tax solutions, offering AI-powered software for transfer pricing, tax provision, and R&D tax credits to help businesses streamline compliance and turn tax data into business intelligence.

Exactera

Employee count: 51-200

CA, FR + 4 more

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Exactera has offices in New York City, Tarrytown NY, San Diego, CA, London, and Argentina.

The Opportunity

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)

  • 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.

About the job

Apply before

Posted on

Job type

Full Time

Experience level

Education

Bachelor degree

Experience

2 years minimum

Location requirements

Hiring timezones

United States +/- 0 hours, and 5 other timezones

About Exactera

Learn more about Exactera and their company culture.

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We are Exactera, a global leader in technology-driven tax solutions. In a world where tax and compliance are constantly evolving, we empower our customers to stay ahead of the curve. We achieve this by enabling them with cutting-edge technology and providing access to deep industry expertise. Our core mission is to help you gain control of your tax processes, use your data strategically, and do it all with greater simplicity than ever before. We're passionate about finding new and better ways of doing things, believing that traditional methods often fall short of meeting today's complex demands. We embrace challenging conventions, swimming upstream to create powerful, innovative solutions for corporate taxpayers. Our drive is to constantly evolve, and we measure our success by the efficiencies our solutions deliver to our valued customers.

Our philosophy is deeply rooted in cultivating a culture that actively supports and encourages our people to grow and thrive. We firmly believe that every individual should be valued and empowered to achieve their professional goals and succeed. At Exactera, we foster a work environment where people from all backgrounds and circumstances feel confident and comfortable being their authentic selves. This empowerment allows them to contribute fully to our shared vision and goals. We champion inclusiveness and are committed to ensuring all our employees are treated equally. We proudly support all sexual orientations, genders, races, religions, cultures, ages, and people with disabilities. We recognize that ideas and inspiration can emerge from anywhere, and it's the diversity of perspectives that truly fuels innovation. We prioritize creating opportunities to connect with one another – to listen, learn, collaborate, contribute, and build trust. Together, we celebrate our accomplishments and continuously strive for excellence. Part of our ethos is about relentlessly seeking better ways of doing things. Challenging the status quo is fundamental to this; we are always questioning if our customer solutions and internal processes can be improved for greater efficiency and impact. Our passion for our solutions drives us to go above and beyond to deliver exceptional results for our customers, because we firmly believe that their success is our success.

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