Tax & Financial Compliance Analyst (R&D; Tax Credits) Remote | Full-time | ?? U.S. Market FocusAbout the RoleWe'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 DoPrepare and support U.S. tax credits and incentives projects, with strong focus on R&D; Tax CreditsAnalyze client financials and operations to identify qualifying activities and expensesPerform technical tax research (federal & state incentives)Build and review calculations, 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 with Research & 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 least 1–2 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 like CCH, 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 a fast-paced, remote environmentClear and professional communication (written & verbal)Client-focused attitude with a problem-solving approachWhy Join UsWork with U.S.-based clients and real tax impact projectsAccelerate your career in tax credits & financial compliance Fully remote environment with a high-performance cultureExposure 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 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 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) (Guadalajara)
🏢 CobaltoTalent
📍 Guadalajara