Current opportunities

Research & Development (R&D) Tax Senior Associate – Midtown/Tarrytown, New York

Who we are:

CrossBorder Solutions is the global leader in technology-driven tax solutions for corporations.  The Company’s AI driven; cloud-based tax technology solutions help tax departments navigate the increasingly complex global landscape.  CrossBorder Solutions has created Fiona – the world’s most advanced AI tax expert – as human based approaches to tax compliance are stuck in the past.  The Company is a hyper-growth start-up and has experienced over 200% year-over-year growth since its inception.  The Company has just completed a $40 million Series B investment led by Insight Partners, a leading global venture capital and private equity firm investing in high-growth technology and software companies that are driving transformative change in their industries.

What You Will do:

As a Tax Senior Associate for the Professional Services team, utilizing a bespoke technology platform specifically designed to meet R&D Tax Credit documentation needs, you will work on identifying and quantifying federal and state research tax credits. Reporting directly to the Tax Manager, you will research tax issues, interview clients, prepare workpapers, and document eligible tax credit criteria.

Here Are Some Specifics:

This is a unique opportunity for a tech savvy individual that has a positive, can-do attitude and a quick learner with the ability to understand tax concepts. The ideal candidate should have 2+ years of experience at an accounting, tax, or management consulting firm. Candidates should demonstrate comprehensive technical skills and have the ability to work on project plans, manage workflows, and comprehend complex written and verbal materials.

What You Will Need to Succeed:

  • Bachelor’s Degree in Accounting, Economics, Finance, or the hard sciences. CPA/JD is a plus
  • Two or more years of experience in accounting, tax, or finance. Prior experience in R&D Tax Credits preferred;
  • A passion to gain a strong understanding of R&D Tax Credit concepts;
  • Ability to prioritize and drive progress on multiple projects at once, comfortable juggling projects in various stages of completion;
  • Self-motivated and able to work in a deadline-driven, fast paced environment;
  • Strong analytical, research, project management and organizational skills;
  • Strong interpersonal skills, able to work collaboratively in a team environment as well as independently to achieve results;
  • Ability to regularly conduct client meetings and set client expectations;
  • Attention to detail
  • Capable of providing training, feedback and supervision to junior staff
  • Excellent communication skills, both written and verbal
  • Proficient in Microsoft Excel and Word

What’s in it For You:

  • Great team culture
  • Competitive Pay and Benefits;
  • Fun, friendly and casual work environment with daily snacks and weekly catered lunches;
  • Unparalleled experience as part of one of the most advanced teams in the world, with opportunities to be recognized and to build valuable skills and grow your career.

CrossBorder Solutions is committed to promoting the values of diversity and inclusion throughout the business. Whether it is through recruitment, retention, career progression or training and development, we are committed to improving opportunities for people regardless of their background or circumstances.

Apply here