Here’s what you’ll do day-to-day:
- Evaluate and assess customer data and make a qualification decision
- Conduct client outreach via emails or phone calls to gather data regarding qualification criteria for the R&D tax credit
- Navigate our CRM and portal platforms to update qualification status
- Monitor client completion of Qualitative surveys to review and develop substantiation reports
Here’s what we're looking for:
- Bachelor’s degree of a minimum of 2 years experience in Accounting, Finance, Business, Compliance, Business Communications, or any writing fields.
- In-depth knowledge of the R&D tax credit qualification is preferred.
- Strong analytical skills with the ability to evaluate data and draw meaningful conclusions
- Proficiency in computer applications, including Salesforce CRM platforms, Microsoft Office Suite, and Google Docs
- Professionalism and discretion in handling confidential client information and interacting with customers
- Ability to work independently and collaboratively in a fast-paced environment, demonstrating adaptability and attention to detail
Our cash compensation amount for this role is targeted at $31.25 - $37.02 in Denver & most major metro locations, and $38.95 - $46.54 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.
Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale.
Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas.
When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required.
Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto.
Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you require assistance in filling out a Gusto job application, please reach out to candidate-accommodations@gusto.com.
