Tax & Financial Compliance Analyst (R&D; Tax Credits)Remote | Full-time |U.S. Market FocusAbout the RoleWe're looking for adetail-driven and analytical Tax & Financial Compliance Analystwith hands-on experience inU.S.
R&D; Tax Credits or similar tax incentive programs.This is a key role within ahigh-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 withreal, hands-on experience in U. S. tax credits , ideally fromaccounting firms, tax advisory firms, or consulting environments.What You'll DoPrepare and supportU.S.
tax credits and incentives projects , with strong focus onR&D; Tax CreditsAnalyze client financials and operations to identify qualifying activities and expensesPerform technical tax research(federal & state incentives)Build and reviewcalculations, workpapers, and supporting documentationValidate and organize client-provided financial and operational dataManage multiple projects simultaneously, ensuring accuracy and deadlines complianceCollaborate with clients and internal teams in a professional, consultative mannerFollow and improve SOPs and internal processesMust-Have Requirements (Non-Negotiable)Please only apply if you meet these:Proven experience working withResearch & Development (R&D;) Tax Credits OR similar U. S. tax incentive programsBackground in a U. S.
-focused accounting firm, tax advisory firm, or consulting firmSolid understanding of:U.
S. tax frameworkFinancial reportingTax credits & compliance processes in the U. S.At least1–2 years of experience in tax, public accounting, or tax consultingExperience preparing or supporting tax returns, credits,



or financial analysesAbility to analyze and interpret financial statementsStrong Excel skills (data handling, calculations, analysis)Nice to HaveExperience with tools likeCCH, BNA, Checkpoint , or similarExposure to multi-state tax credits or incentivesExperience working with U. S.
-based clientsStrong project management and prioritization skillsWhat We're Looking ForHighly detail-oriented and analytical mindsetStrong sense of ownership and accountabilityComfortable working in afast-paced, remote environmentClear and professional communication (written & verbal)Client-focused attitude with a problem-solving approachWhy Join UsWork withU.S.
-based clients and real tax impact projectsAccelerate your career in tax credits & financial complianceFully remote environment with a high-performance cultureExposure to a collaborative, expert-level teamTop 10 Requirements – Tax & Financial Compliance Analyst (R&D; Tax Credits)Proven experience in U. S. R&D; Tax CreditsHands-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 systemEspecially in tax compliance, credits, and incentive programs.Experience with tax preparation or support in tax filingsIncluding financial analysis and tax-related documentation.Ability to analyze and interpret financial statementsConnecting accounting data with tax credit opportunities.1–2+ years of experience in tax, public accounting, or tax consultingIntermediate 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 accuracyCritical for compliance and calculation integrity.Ability to manage multiple projects and work independentlyEspecially in a remote, deadline-driven environment.

📌 Tax & Financial Compliance Analyst (R&D Tax Credits) (Baja California)
🏢 CobaltoTalent
📍 Baja California