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Financial Analyst
South Jordan, UT, US
Accounting / Finance
High School or equivalent
Full Time, Direct Hire
$55,000-75,000
Experienced (Non-Manager)
On-site
Financial Services
First Shift (Day)
South Jordan, UT, US
$55,000-75,000
Experienced (Non-Manager)
Full Time, Direct Hire
Financial Services
On-site
Accounting / Finance
High School or equivalent
First Shift (Day)
Job details
Financial Analyst
Salary: $60,000-75,000
Location: South Jordan, UT
Direct Hire Opportunity!
Position Overview
Kelly Services has partnered with a leading financial consulting firm to find a Quantitative Analyst to support the precise execution of R&D tax credit projects. In this pivotal role, you’ll apply your expertise in data analytics, structured calculations, and quality assurance to ensure every tax credit claim is accurate and audit-ready. Collaborating with research teams, clients, and tax professionals, you will deliver timely and reliable results on complex projects. If you excel at transforming data into actionable insight and want to make an impact in a collaborative, fast-paced environment, we want to hear from you!
Core Responsibilities:
- Conduct thorough quantitative analysis of qualified research expenses (QREs), reconcile information from diverse data sources, and prepare detailed supporting schedules.
- Convert technical and narrative research outputs into precise numerical substantiation and tax credit calculations.
- Engage directly with CPAs and tax advisors to confirm methodologies, validate computations, and ensure each credit is defensible.
- Create clear, professional schedules, tables, and exhibits that effectively communicate the quantitative basis for each tax credit claim.
- Oversee the numerical aspects of each engagement from initiation to completion, proactively identifying and resolving any gaps in data or process.
- Document all assumptions, methodologies, and reconciliations to support audit defensibility and compliance with regulatory standards.
Requirements:
- 3+ years in tax credit analysis, financial analysis, or accounting
- Proficiency in performing pivot tables within MS Excel
- Possess a strong background in finance, accounting, economics, or quantitative research
- Strong ability to recognize and resolve discrepancies or errors in data and calculations with accuracy and precision
- Proven experience managing project timelines and driving assignments to successful completion under deadline constraints
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