About this role
We're looking for a skilled professional to support U.S. R&D Tax Credit engagements. You'll work with clients to gather documentation, perform analyses, manage project timelines, and prepare deliverables — supporting the full project lifecycle from initiation through completion, plus the operational side of a growing consulting business.
What you’ll do
- Support R&D Tax Credit engagements from client intake through delivery.
- Gather client information and documentation for tax credit analyses.
- Assist with calculations, workpapers, documentation, and deliverables.
- Coordinate client communications, meetings, and follow-ups.
- Track project status, deadlines, and deliverables.
- Prepare engagement letters, invoices, and CRM records.
- Research tax credit regulations; assist with grant/incentive applications.
- Provide operational and administrative support to the business.
What we’re looking for
- Hands-on experience with U.S. R&D Tax Credit projects and processes.
- Strong grasp of tax credit documentation and calculation requirements.
- Advanced Excel — formulas, pivot tables, data analysis.
- Strong written and verbal English communication.
- Ability to manage multiple client projects independently.
- Proactive, organized, comfortable with administrative responsibilities.
Nice to have
- Other tax incentives (grants, state credits, economic development, utility).
- Tax prep, accounting, or bookkeeping background.
- QuickBooks or CRM experience.
- Executive assistant or operations support experience.
About F5 Global Talent
F5 Global Talent is a people-first company that hires experienced professionals and places them in long-term, fully remote roles with leading U.S. companies. We are your direct employer of record — we handle payroll, equipment, HR, and ongoing support, so you can focus on doing your best work. To date we have placed 500+ professionals, and 98% remain with their role past the first 90 days.