Tax Specialist

Columbus, OH

Location: 1404 Goodale Blvd, Ste 400, Columbus, OH, 43212

Reports to: Senior Manager, Tax Compliance

Availability requirements: Full time

ABOUT CLARUS R+D

Clarus R+D is the leader in world-class technology that enables every business to unlock the full value of R&D tax incentives for innovation and growth. Founded by tax and technology experts, our cloud-based software delivers access, compliance, and clarity for federal and state R&D programs. With Clarus R+D, companies of all sizes can maximize the power of R&D tax incentives to significantly impact their business.

POSITION OVERVIEW

As a Tax Specialist at Clarus R+D, you will be responsible for assisting with the preparation of Federal and State R&D study workflows. Starting with onboarding, the Tax Specialist will work directly with the client to complete a product demo and answer any general R&D questions. The credit preparation, review, and finalization workflows require working directly with clients and within our product to compile the relevant information needed for credit preparation. In addition to controls built within our product, Tax Specialists are required to follow internal compliance and process standards.

Once credits are prepared, the Tax Specialist is responsible for delivering relevant forms and documents to the client as well as corresponding with third-party tax preparers to ensure the credit is claimed properly. Tax Specialists are also required to work directly with Clarus’ CRM software (SalesForce and TaskRay) to track client credit information and to assist with billing and bookkeeping responsibilities. They may also be required to research complex tax situations as well as assist the Clarus Advisory Team with various special research projects, enterprise project management and partner advisory.

DUTIES AND RESPONSIBILITIES

  • Assist with client onboarding including leading product presentations and advising SMB clients during the onboarding process
  • Review client information and perform basic R&D credit studies
  • Respond to client inquiries
  • Prepare tax forms associated with credits
  • Communicate with third parties, including tax preparers and payroll providers
  • Maintain tracking of client credit information
  • Independently research state credit opportunities
  • Assist with billing and bookkeeping responsibilities
  • Assist Advisory team with various enterprise, partner, or complex advisory services and research projects

    SKILLS AND QUALIFICATIONS

    • Bachelor’s degree in finance, accounting, business, or 2+ years of professional tax or accounting experience required
    • 1+ year of professional tax or accounting experience preferred
    • Excellent written and verbal communication skills
    • Ability to prioritize multiple tasks
    • Attention to detail and deadlines
    • Proficient with Microsoft Office Suite or Google Suite preferred

    TECHNICAL ENVIRONMENT

    • Microsoft Suite
    • Clarus R+D Product Experience
    • SalesForce
    • Various State R+D Credit portals
    • Google Product Suite
    • Task Ray

    CLARUS R+D BENEFITS

    • Unlimited PTO
    • Three health insurance options, including one at no cost to employees
    • Dental coverage options, including one at no cost to employees
    • Vision coverage options, including one at no cost to employees
    • Life insurance coverage equal to your salary up to $100,000 at no cost to employees
    • Short term and long-term disability coverage at no cost to employees
    • 401k with employer match of 100% for the first 3% of employee contribution and 50% of the next 2% – immediately vested
    • Quarterly bonus program for all employees
    • 9 paid holidays
    • Fully stocked kitchen and pantry with snacks, drinks, and espresso

    Apply Now