Direct Tax & R&D Associate

Burkland’s core purpose is to Accelerate Dreams. So often, turning dreams into reality helps change the world. We thrive at the forefront of this transformation. Startups desire our professionals — they are the best in the business. Startups seek our content — we are an industry thought leader. Startups trust our expertise, so founders can focus on their companies, products, and value-add. As a part of our demonstrated value, our clients raised over $3B just last year.

At Burkland, we lead with our Core Purpose. We do this for both our clients and our employees. We believe that leaning on our Core Values (Fresh Perspectives, Exponential Value, Empathy, Trusted Partner) will lead to happy clients and happy employees.

We are a remote-first company with over 180 incredible team members, more than 800 clients, and a commitment to Accelerating Dreams.

Burkland Associates is looking for a Direct Tax & R&D Associate to join our Tax practice. This role is primarily focused on Income Tax operations, with a strong secondary emphasis on R&D initiatives. You will support corporate direct tax compliance and R&D Tax Credit Studies across our startup client base. You will work closely and proactively alongside numerous clients and internal team members. This is a unique opportunity to build dual expertise across two high-impact areas of startup tax while working with some of the most innovative companies in software, biotech, and beyond.

Your Typical, Atypical, Day

• Bachelor’s degree in Business, Accounting, Finance, Economics, Tax or related field AND 2–4 years of income tax and R&D tax credits work, with a strong desire to develop expertise across both

• Detailed understanding and knowledge of tax principles

• Strong Excel skills and ability to handle data analysis and calculations

• Ability to juggle multiple projects and priorities and reprioritize as needed

• Experience in process improvement and cross-functional collaboration

• Strong collaboration and business partnering skills, including excellent interpersonal skills

• Excellent written and verbal communication skills, including fast response times on our 100% remote team

• Interested in supporting clients in software, biotechnology, technical and other fast growing industries

• Self-motivated to grow your knowledge through continuing education, reading, research, and asking questions

• Ability and desire to grow in your role, including interest in becoming client-facing and having ownership over those client relationships

• Hands-on experience with R&D Credit, Sec 174, and/or Corporate Direct Tax

• Familiarity with SaaS, FinTech, and/or life sciences taxation trends and international income tax implications

• Proficiency in UltraTax and experience with tax provision work is preferred.

• Experience using Microsoft or G-Suite applications (Spreadsheet, Docs, Slides, etc.)

• Completion of, or progress toward, a CPA, EA, and/or Master’s in Taxation is preferred.

• Detail-oriented with the ability to think “big picture” and understand key trends and levers that drive business compliance

• Strong written and verbal communication skills, including experience presenting tax law, R&D findings, and solutions to clients

• A great sense of accuracy and problem-resolution skills