Job Opening

R&D Credit Specialist (Per Project Basis)

Full Time

Medical

Per Project Basis

Role

As an R&D Credit Specialist at DiLucci CPA Firm, you’ll play a vital role in guiding our team and clients through the intricacies of the Research & Development Tax Credit. We are looking for an experienced and knowledgeable professional who can bring their R&D tax expertise in-house—someone who can train and support our internal team, as well as take the lead on client-facing R&D case study projects.

This is a per project position, ideal for someone who thrives on collaboration, education, and complex tax work. You’ll be our go-to expert for identifying and substantiating R&D credits and will be instrumental in building our firm’s capacity to serve more clients in this growing area.

At DiLucci CPA, we pride ourselves on our commitment to Genuine Care, Great Communication, and Speed to Learning. As our R&D Credit Specialist, you’ll embody these values by delivering clear guidance, building trust with clients and teammates, and helping our team grow its capabilities in R&D tax strategy.

What we offer you:

Flexibility to work per project

Collaborative, growth-minded environment

Opportunity to shape how R&D credit services are delivered in-house

Key Responsibilities

  • Lead the preparation, documentation, and calculation of R&D credit studies for select client projects

  • Provide internal training sessions to educate our team on qualifying activities, documentation standards, and audit risk reduction

  • Stay current with IRS guidance, tax court rulings, and industry standards surrounding R&D credits

  • Collaborate with tax leads and client managers to identify R&D opportunities in real time

  • Review and analyze technical documents, payroll records, and project timelines to determine eligibility

  • Communicate with clients to gather necessary info and explain R&D qualifications and benefits

  • Ensure documentation is thorough, audit-ready, and filed timely with applicable tax returns

  • Share feedback and insights to improve internal processes and expand firm offerings

Results

  • All assigned R&D projects are completed accurately, timely, and with comprehensive documentation

  • Team is confidently able to identify and support potential R&D credits in client engagements

  • Internal knowledge base and reference materials are consistently updated

  • Clients are educated and informed on their R&D credit opportunity and tax savings

  • Specialist remains up-to-date on best practices and IRS guidelines

Requirements

  • Proven experience preparing and defending R&D credit studies

  • Deep understanding of IRC Section 41 and IRS R&D audit procedures

  • Strong ability to educate and train other tax professionals

  • Excellent communication and documentation skills

  • CPA, EA, or attorney preferred

  • Familiarity with working with small to mid-size business clients

  • Ability to work independently and manage workload per project

Location

  • Fully Remote

Pay Structure

  • Per Project Basis

  • Project fees vary based on complexity and scope

Benefits

  • Flexible schedule

  • Work remotely

  • Opportunity to expand your influence and shape our in-house expertise

DiLucci CPA Core Values

Genuine Care

We believe in building real relationships through honesty and empathy. Whether with clients or teammates, we approach every interaction with authenticity and a commitment to providing real value.

Communication

Great communication is at the core of everything we do. We prioritize clarity, transparency, and providing value in every conversation, ensuring that everyone feels informed, supported, and heard.

Speed to Learning & Implementation

We value quick learning, a strong work ethic, and a go-getter attitude. Our team rapidly absorbs new information, adapts to challenges, and takes immediate action to deliver results, ensuring we stay ahead and drive success.

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