Consultant – US R&D Tax Credit Specialist (Advisory Role) Early-Stage, Venture-Backed Startup | Stealth Mode | NYC-Based | AI Platform for CPAs & Accountants We’re an early-stage, venture-backed startup in stealth mode, building an AI-powered platform designed to transform how CPAs and accounting firms serve their clients. Our mission is to empower accountants and tax professionals with advanced AI tools that streamline complex workflows, unlock new revenue opportunities, and deliver exceptional client experiences. About Us: We’re a team of founders with two successful B2B exits behind us, and now embarking on our third venture—once again B2B, but this time focused on supporting CPAs and accountants. Having experienced firsthand how complicated and inefficient tax processes can be, we’re committed to simplifying and modernizing the way accounting professionals work. We’re looking for a Consultant – US R&D Tax Credit Specialist to join us in an advisory capacity. You’ll play a key role in shaping our R&D tax credit solution—a critical part of our broader platform—by advising on workflows, product development, go-to-market strategy, and competitive positioning. Key Responsibilities: • Expert Guidance: Provide expert insights and knowledge on US R&D tax credit regulations, ensuring our solution is comprehensive, accurate, and aligned with CPA needs. • Product Collaboration: Work closely with our product and engineering teams to design an intuitive, high-impact R&D tax credit solution that integrates seamlessly into our AI platform. • Strategic Insight: Offer guidance on market dynamics, regulatory shifts, and competitive landscape to ensure our solution leads the market. • User Advocacy: Ensure that the needs and workflows of CPAs and accountants are central to the solution’s design and implementation. Qualifications: • Extensive experience in filing R&D tax credit applications for companies in the US. • Proven track record advising or working with CPAs, accounting firms, or tax consulting practices on R&D credit claims. • Entrepreneurial mindset and collaborative spirit—excited to work with a startup team shaping a new category. • Familiarity with the challenges and workflows of CPAs and accounting firms. • Interest in the transformative role of AI in modernizing tax and accounting workflows. Why Join Us: • Join a stealth-mode, founder-led, venture-backed startup with a history of successful B2B exits and a mission to simplify the lives of accounting professionals. • Collaborate with a team that values your expertise and insights in shaping the future of accounting technology. • Play a pivotal role in building a platform that empowers CPAs to deliver more value to their clients. • Flexible engagement as an advisor or consultant, with the opportunity to explore a deeper operational role if there’s a strong mutual fit. Please apply with your resume and/or a link to your LinkedIn profile.
Keyword: Design Consultant
Price: $75.0
Tax Law Tax Preparation Accounting
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