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) (San Pedro Garza García)
🏢 CobaltoTalent
📍 San Pedro Garza García