Lehi, Utah Credential requirement: Active JD or CPA license
Status:
Full-time, exempt Position Summary The Client Advisor owns the professional relationship with a book of healthcare practice clients and is accountable for the technical accuracy of every credit those clients receive. This is a licensed-professional role, not a sales role. You will conduct qualification interviews with physicians, dentists, and practice administrators, apply the IRC §41 four-part test to their clinical and operational research activities, calculate qualified research expenses, and stand behind the resulting work product. The credential requirement is deliberate. Clients are relying on a licensed professional's judgment about what qualifies and what does not, and the firm expects that judgment to be exercised independently of revenue considerations.
ON THE JOB TRAINING FOR THE RIGHT CANDIDATE
Core Responsibilities Client relationship ownership Serve as the single named point of contact for an assigned book of practice clients Conduct annual planning conversations and scope discussions Set accurate expectations regarding credit magnitude, timing, carryforward posture, and documentation obligations Escalate scope, credential, or independence concerns to the Care Team Lead and legal without delay Technical qualification and calculation Interview practice principals and clinical staff to identify candidate qualified research activities Apply the §41(d) four-part test to each activity and document the analysis in writing, including activities determined not to qualify and the reason for exclusion Identify and exclude activities barred by §41(d)(4), with particular attention to routine data collection, quality control, adaptation, and funded research Build the QRE base across wages under §41(b)(2)(D), supplies, and contract research at the applicable §41(b)(3) percentage Determine the appropriate credit method (regular credit versus ASC under §41(c)(5)) and document the election rationale Address controlled group and aggregation questions under §41(f) where multiple entities are present Reconcile calculations against the firm's QRA catalog and calculation standards Deliverable and documentation quality Produce or review the client study, including activity narratives, expense schedules, methodology description, and supporting authority Ensure documentation is contemporaneous, substantiated, and traceable to source records rather than reconstructed after the fact Support Form 6765 preparation and coordinate with the client's return preparer Submit all completed work to the Accounting Core for substantive accuracy review and gate approval before delivery Maintain complete engagement files sufficient to support the position on examination Examination and controversy support Respond to client inquiries arising from IRS or state notices relating to delivered credits Assemble substantiation packages and draft responses to information document requests under supervision of legal Participate in post-examination review to improve methodology Firm contribution Contribute to the QRA catalog, methodology standards, and internal training Provide feedback on calculation tooling and platform workflow Mentor analysts and junior staff on technical review Required Qualifications Active JD or CPA license in good standing Three or more years of substantive experience in federal tax, with direct exposure to IRC §41 credit computation, tax controversy, or specialty tax incentive work Demonstrated ability to read and apply primary authority, including the Code, Treasury regulations, and relevant case law, and to write a defensible technical position Comfort holding a technical position under commercial pressure, including telling a client that an activity does not qualify Client-facing communication skills sufficient to explain a §41 analysis to a physician with no tax background Working proficiency in Excel and comfort with cloud-based workflow tools Preferred Qualifications Prior work with healthcare providers, medical or dental practices, or life sciences clients Experience with §174 capitalization and its interaction with the credit Experience defending R&D credits on examination or at Appeals LL.M. in Taxation, or CPA with a tax concentration Familiarity with cost segregation, captive insurance, or other specialty incentive areas Competencies Technical independence. Reaches conclusions from authority and evidence, not from the desired answer. Documentation discipline. Treats the written record as the deliverable, not as an afterthought. Precision under volume. Manages a substantial book without degrading accuracy on any single file. Direct communication. Delivers unwelcome conclusions clearly and early. Ownership. Treats every credit in the book as personally attributable.
Compensation and Benefits Base salary:
$70 - $150k Performance bonus tied to client retention, technical review pass rate, and file quality. Bonus is not tied to credit magnitude or fee volume. Health coverage CLE or CPE allowance and license fee reimbursement Hybrid schedule available following onboarding TaxRx Group is an equal opportunity employer.
Pay:
$70,000.00 - $150,000.00 per year
Benefits:
Health insurance On-the-job training Paid time off Paid training
