One of our major clients a fast-growing and innovative tax consulting firm headquartered in Downtown Los Angeles, is actively seeking a highly motivated and detail-oriented Project Associate to join their team.

Our client specializes in guiding clients across diverse sectors—including manufacturing, software, engineering, biotechnology, and food & beverage—through the process of calculating, documenting, and defending Research & Development (R&D) Tax Credits under IRS Section 41.Key Responsibilities:

• Develop and draft technical narratives that describe clients’ product development processes and innovation activities
• Conduct detailed analysis and recording of client financial data relevant to R&D tax claims
• Participate in on-site client visits, including interviews with business owners, project managers, and engineering leaders—taking structured notes and contributing to project discussions
• Collaborate with internal team members to support client deliverables and ensure compliance with IRS Section 41 regulations

QUALIFICATIONS:

• Bachelor’s degree from an accredited institution
• Minimum 1 year of experience in a corporate setting; background in Accounting, Finance, or Engineering is a strong plus
• Excellent written communication skills with the ability to explain technical topics clearly
• Strong professional presence and interpersonal skills
• Detail-oriented, well-organized, and capable of managing multiple assignments under deadline-driven conditions
• Proficient in Microsoft Word, Excel, and PowerPoint
• Ability to follow direction while also showing initiative to seek guidance and offer solutions when challenges arise

• Develop and draft technical narratives that describe clients’ product development processes and innovation activities
• Conduct detailed analysis and recording of client financial data relevant to R&D tax claims
• Participate in on-site client visits, including interviews with business owners, project managers, and engineering leaders—taking structured notes and contributing to project discussions
• Collaborate with internal team members to support client deliverables and ensure compliance with IRS Section 41 regulation