Provide support for research, planning, coordination, documentation, calculation, internal controls over, and external audit of federal income tax credit and incentives under:Federal income tax depreciation cost segregation analysis. IRC Sec. 48D for the Advanced Manufacturing Investment Tax Credit in the CHIPS and Science ActIRC Sec. 48C for the Qualifying Advanced Energy Project Credit in the Inflation Reduction ActIRC Sec. 41 for the Research and Development Tax Credit allowed under IRC Sec. 174

Active participant in the full cycle of Federal and state Research and Development Tax Credit studies and IRC Section 174 expense analysis for medium and large domestic and international businesses.Work under direction of managers to interact with clients and perform and track the following aspects of R&D credit study engagements. Participate in scoping calls and support the preparation of credit estimates. Participate in start of year client interviews for R&D activity qualification and legal issue review, participate in initial and ongoing engagement strategy and task planning, perform engagement task completion tracking and manage document collection.Create and conduct employee R&D qualified activity time surveys and/or analyze employee time tracking data. Collect and analyze R&D supply, cloud service, and contractor expense data. Examine effect of external funding on research and financial risk and rights to research by third party contractors.Perform Federal and state credit calculations for single entities and controlled groups.Produce high quality formatted PDF documents of credit study reports, calculations, supporting schedules, and tax form templates.Perform full cycle Sec 174 analysis including TB, P&L, and GL detail analysis, wage, headcount, and square foot ratio calculation and application to proper expense categories. Schedule and perform example project narrative interviews, write project descriptions, and draft study reports from templates to support credit claimed.Develop client specific excel tools and templates to support data analytics. Perform TPPA reviews of Federal and state R&D credits prepared by branch office income tax accounting teams.Research state R&D tax credits laws, outline laws and processes, and create excel templates for credit calculation.

Supported Federal and CT R&D tax credit studies including new client assessments, new year client interviews, document collection and analysis, credit calculation, site visits, Subject Matter Expert interviews, example project documentation, and credit study report preparation. Facilitated claim of CT R&D tax credits by preparing and filing CT form 1120-RDC to claim the non increment credit for R&D activity, form 1120-RC to claim the CT incremental credit for increasing R&D activity, and CT form 1120-XCH to claim a CT R&D tax credit refund.Enabled maximum utilization of Federal R&D tax credits to offset payroll tax through creation of tax credit utilization trackers and preparation and filing amended payroll tax returns (form 941-X) with supporting Forms 8974.Facilitated full cycle of employees retention tax credit eligibility assessment, govt order research, calculation, prep & file Form 941-X to claim credit. Created the excel template used to calculate the credit.Facilitated full cycle of voluntary disclosure agreements for sales and use tax in about a dozen US states including program requirement and process research, client situation analysis, taxability research, and VDA strategy, fact pattern documentation, application preparation and filing, data collection and analysis, reporting via program specific methods, VDA agent and client communications, payment facilitation, and case closure.Supported adhoc SALT tax issue advising through situation analysis, tax law and program research, excel models, legal strategy, and advisory service deliverables.Supported income, sales and use, payroll, and property tax review in M&A due diligence. Created custom sales and use and income tax liability excel models for M&A due diligence.Performed apportionment and income sourcing research and excel modeling to assist in developing state income filling strategies. Prepare business personal property tax returns for large businesses using Excel for data analysis..

Prepare and file sales and use, property, insurance premium, and franchise tax returns and business licenses.Prepare data set, review, and approve outsourced sales tax returns.Assist in contract review and management advising to ensure jurisdictional compliance.Perform tax law research and analysis and tax position support.Assist with tax protection modeling using MS Excel.Manage incoming customer sales tax exemption certificates and advise on customer exemption certificate management.Prepare extensive process and procedure documentation of my position's duties.

Designed, implemented, and manage data analysis methods that have dramatically improved internal control over customer sales tax exemption documentation management and sales tax audit preparation.Frontline implementor and daily manager of sales tax exemption certificate management database software.Monitor 14,000 active sales tax exempt customer accounts to ensure current, valid supporting documentation is on file. Monitor and approve or reject incoming exemption certificates from sales tax exempt customers in all sales taxing US states.Advise management on sales tax implications of proposed procedural changes and how to ensure sales tax compliance is maintained.Provide staff and customer support regarding sales tax exemption certificate and compliance issues.Investigate and resolve sales tax problems for customers and accounts receivable staff.Understand and effectively communicate applicable sales tax laws to customers and staff, providing legal sources and documentation as needed.Research sales tax exemption controversies and communicate findings to customers with supporting legal sources and documentation.Maintain and troubleshoot exemption certificate management software.Provide sales tax audit document support.Accrue use tax on internal use items.