• Overall responsibility: The identification of tax incentives available for our clients and potential clients, selling our services, performing comprehensive studies to quantify the incentive, and develop qualitative documentation strategies to support and substantiate the incentive claimed. 
• Provided federal and state Research & Development (R&D) tax credit consulting services from initial assessment and implementation phases to quantitative and qualitative support. 
• Responsible for project management that included the following: developing project budgets, scheduling project engagements, staffing project teams, delegating individual roles and responsibilities, providing technical guidance to project teams, mentoring/ training staff, and working closely with related senior manager or partner to ensure project budgets, client expectations, and deadlines are met. 
• Interacted and interviewed client's high-level financial executives (e.g. CFO, CEO, Controller, etc.) and highly skilled technical personnel (e.g. engineers, scientists, software programmers, etc.). 
• Supported clients during audits by the IRS or other state taxing authorities. 
• Responsible for preparing and reviewing technical memoranda for internal and external uses.
Reume to: Matt Ruben. taxstaffing@gmial.com   Call: 914-944-3111