Tax & Financial Compliance Analyst (R&D; Tax Credits)
Remote | Full-time | U.S. Market Focus
About the Role
We’re looking for a detail-driven and analytical Tax & Financial Compliance Analyst with hands-on experience in U.S. R&D; Tax Credits or similar tax incentive programs .
This is a key role within a high-performance, client-facing team , where you’ll work directly on U.S.-based tax credit projects, supporting companies in maximizing their incentives while ensuring full compliance.
This is not an entry-level role. We are specifically looking for candidates with real, hands-on experience in U.S. tax credits , ideally from accounting firms, tax advisory firms, or consulting environments .

What You’ll Do
Prepare and support U.S. tax credits and incentives projects , with strong focus on R&D; Tax Credits
Analyze client financials and operations to identify qualifying activities and expenses
Perform technical tax research (federal & state incentives)
Build and review calculations, workpapers, and supporting documentation
Validate and organize client-provided financial and operational data
Manage multiple projects simultaneously, ensuring accuracy and deadlines compliance
Collaborate with clients and internal teams in a professional, consultative manner
Follow and improve SOPs and internal processes
Must-Have Requirements (Non-Negotiable)
Please only apply if you meet these:
Proven experience working with Research & Development (R&D;) Tax Credits OR similar U.S. tax incentive programs
Background in a U.S.-focused accounting firm, tax advisory firm, or consulting firm
Solid understanding of:
U.S. tax framework
Financial reporting
Tax credits & compliance processes in the U.S.
At least 1–2 years of experience in tax, public accounting, or tax consulting
Experience preparing or supporting tax returns, credits, or financial analyses
Ability to analyze and interpret financial statements




Strong Excel skills (data handling, calculations, analysis)
Nice to Have
Experience with tools like CCH, BNA, Checkpoint , or similar
Exposure to multi-state tax credits or incentives
Experience working with U.S.-based clients
Strong project management and prioritization skills
What We’re Looking For
Highly detail-oriented and analytical mindset
Strong sense of ownership and accountability
Comfortable working in a fast-paced, remote environment
Clear and professional communication (written & verbal)
Client-focused attitude with a problem-solving approach
Why Join Us
Work with U.S.-based clients and real tax impact projects
Accelerate your career in tax credits & financial compliance
 Fully remote environment with a high-performance culture
Exposure to a collaborative, expert-level team

Top 10 Requirements – Tax & Financial Compliance Analyst (R&D; Tax Credits)
Proven experience in U.S. R&D; Tax Credits Hands-on experience identifying, calculating, and documenting R&D; tax credits or similar incentives.
Background in U.S.-focused accounting or consulting firms (Big4, mid-tier, or tax advisory firms working with U.S. clients).
Strong knowledge of the U.S. tax system Especially in tax compliance, credits, and incentive programs.
Experience with tax preparation or support in tax filings Including financial analysis and tax-related documentation.
Ability to analyze and interpret financial statements Connecting accounting data with tax credit opportunities.
1–2+ years of experience in tax, public accounting, or tax consulting
Intermediate to advanced Excel skills (data analysis, calculations, and data organization).
Experience with tax research tools (CCH, BNA, Checkpoint, or similar platforms).
Strong attention to detail and accuracy Critical for compliance and calculation integrity.
Ability to manage multiple projects and work independently Especially in a remote, deadline-driven environment.

📌 Tax & Financial Compliance Analyst (R&D Tax Credits) (Benito Juárez)
🏢 CobaltoTalent
📍 Benito Juárez