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) (Cancún)
🏢 CobaltoTalent
📍 Cancún