The Opportunity

We're hiring a Senior Analyst on the Transfer Pricing team. You'll work on transfer pricing documentation, benchmarking, and advisory across multiple jurisdictions, supporting both our corporate clients and the consulting firms that use our software.

This is a role for someone who wants to do high-quality TP work in an environment that doesn't operate like a traditional consulting firm. The fundamentals of the craft still matter. How we apply them, how the team is structured, and what's expected of you — those look different here.

What You'll Do

You'll work on transfer pricing engagements across multiple jurisdictions — documentation, benchmarking, analysis, client work. The fundamentals of being a good TP analyst still apply here, and they matter.

What's different is the structure around them. We've built a way of working that's not the traditional consulting model. Less rigidity, more flexibility, and technology and AI woven through how the work gets done — increasingly so, every quarter. The role you're hired into today will look different in a year, and different again in two. We're moving in a clear direction, and we hire people who want to be part of that movement rather than spectators to it.

Day to day, that means:

• Owning real pieces of work early, with your manager close enough to develop you and far enough to let you grow
• Joining client conversations as part of how you learn — not after months of being kept away from them
• Working with tools and methods that will keep changing under your feet, and being expected to engage with that change, not wait it out
• Bringing judgment to work the platform helps with — applying the right criteria, catching what looks fine but isn't, knowing when to push back

What's non-negotiable here

• Client first. Their outcomes are how we measure ourselves. You'll be expected to think that way from day one.
• AI fluency. Not enthusiasm, not curiosity — fluency. You should already be using AI in your work and have a real point of view about where it helps and where it shouldn't.
• Flexibility and ownership. We're not a hierarchy that hands down tasks. People who need that won't thrive here.

What success looks like in your first months

You're delivering work that comes back with a few sharpening comments, not heavy rewrites. You're asking the right questions before you start, not after. You're someone your manager and clients can rely on — and you're already noticing how the work could be done better and saying so.

What You Need to Succeed

• 3+ years with hands-on ownership of TP documentation and benchmarking
• Solid grasp of OECD transfer pricing principles and the arm's length standard
• Practical experience with TP documentation: functional analysis, intercompany transaction mapping, comparability
• Hands-on benchmarking experience using standard databases
• Fluent / professional / native English — written and spoken
• Strong organization: you can manage multiple deadlines without things slipping, and you communicate proactively when something's at risk
• A track record of taking ownership — of deliverables, of client relationships, of your own development

Role Overview

As an Incentives Tax Manager on our Professional Services team, you will lead R&D tax credit engagements end-to-end—overseeing a portfolio of clients, leveraging our technology platform built for R&D Tax Credit documentation, and delivering high-quality, audit-ready technical support.

In addition to your core Section 41 R&D focus, you’ll also support and/or lead complementary incentive engagements where client needs overlap—179D, 45L, IC-DISC, Section 174 capitalization/amortization, and cost segregation / fixed asset depreciation—helping clients maximize total tax benefit while keeping documentation consistent, defensible, and scalable.

Day-to-Day Responsibilities (Primary Emphasis: R&D)

• Manage federal and state R&D tax credit claims, working closely with the Practice Leader and cross-functional teams.
• Lead and participate in client interviews to identify qualifying activities and expenses.
• Own project execution: status updates, timelines, technical issue-spotting, and deliverable management.
• Collect, format, and analyze large datasets to build complex calculation models and support credit positions.
• Draft and/or review technical memoranda (opinion letters, IRS responses, ruling requests) and support audit readiness.
• Mentor, train, and supervise junior team members; ensure consistent quality and best practices.

Additional Incentives / Depreciation Responsibilities

• Lead/support 179D deduction studies and 45L credit engagements (eligibility, substantiation, and client-ready deliverables).
• Support IC-DISC feasibility, implementation, and annual calculation/compliance deliverables.
• Assist clients with Section 174 capitalization/amortization modeling and documentation support.
• Manage/coordinate cost segregation and fixed asset/depreciation reviews (placed-in-service, class lives, methods, bonus depreciation considerations, and reconciliation support).

What You Need to Succeed

• Bachelor’s degree in Accounting, Economics, Finance, Engineering, or related field; CPA or JD is a plus
• 4+ years of hands-on R&D Tax Credit experience with client interaction and engagement management (audit experience is a plus)
• Strong analytical, research, organizational, and project-management skills; comfort managing multiple projects in a deadline-driven environment
• Excellent written and verbal communication skills; ability to translate technical concepts for client stakeholders
• Demonstrated people leadership: training, supervising, and reviewing work for quality
• Bonus: practical experience with 179D, 45L, IC-DISC, 174 amortization, and/or cost segregation / fixed assets & depreciation

The Opportunity

This is a strategic leadership role — you'll set the direction on complex engagements, lead managers and senior analysts, and bring the depth and judgment that makes Exactera a place clients return to.

This isn't a sales role. We're not asking you to bring in business. We're asking you to be the senior technical and strategic voice on the work, build the next generation of TP leaders behind you, and help shape how a practice that operates differently from a traditional consulting firm continues to evolve.

What You'll Do

You'll lead at the level above engagements — setting direction on the hardest work, developing the managers running it, and being the person clients ask for when things get complicated. The fundamentals of leading great TP work still apply. What's different is the kind of practice you're leading inside.

We've built something that doesn't look like traditional consulting. Less rigidity, more flexibility, and technology and AI woven into how the work gets done — and what that looks like is changing quarter by quarter. The role you're hired into today will look different in a year, and different again in two. At this level, you're not just operating in that environment — you're shaping it.

Day to day, that means:

• Setting direction on complex, high-stakes engagements — method selection, structuring, defensibility, controversy
• Being the senior technical voice clients ask for: intangibles, financial transactions, restructurings, planning conversations
• Leading and developing managers — they are your most important deliverable. Building the bench underneath them
• Setting the standard for how the team operates — how we use the platform, where AI fits, where judgment is non-negotiable, how we handle hard moments with clients
• Helping shape how the practice evolves — what we build, what we automate, what stays human, where the bar should move next
• Stepping in on the hardest moments — escalations, technical disputes, complex negotiations

What's non-negotiable here

• Client first. Their outcomes are how we measure ourselves, and you set that tone for the team.
• AI fluency. Not enthusiasm, not curiosity — fluency, with a strategic point of view. You're not just using these tools well; you have an opinion about where the practice should go because of them.
• Flexibility and ownership. Senior leaders here operate on a moving floor. The role itself will evolve. The leaders we want are the ones who help shape the change, not the ones waiting for it to settle.

What success looks like in your first months

The complex work runs cleanly under your leadership. Your managers are visibly stronger. Clients seek you out on the hardest issues. You're already shaping conversations about where the practice should go — not just running it as it is.

What You Bring

• 10+ years of transfer pricing experience, with substantial engagement leadership and people management at scale
• Deep, demonstrated command of OECD TP principles, with hands-on work across documentation, planning, controversy, and complex transactions
• Track record of leading managers — not just analysts. You've grown people who've grown teams
• Multi-jurisdictional depth and the judgment that comes from having seen audits, disputes, and edge cases play out
• Fluent / professional / native English
• Demonstrated leadership in adopting AI and technology in TP delivery — and a clear point of view on where it goes next

The Opportunity

As an Incentives Tax Senior Associate on our Professional Services team, you will execute R&D tax credit engagements on our purpose-built documentation platform — running client interviews, building QRE models, and producing audit-ready workpapers under the supervision of an Incentives Manager / Senior Manager. You'll also pitch in on adjacent incentive workstreams (179D, 45L, IC-DISC, §174 capitalization/amortization, and cost segregation / fixed asset depreciation) so clients get a consistent, defensible cross-incentive deliverable.

Responsibilities

• Execute federal and state R&D tax credit claims under Manager supervision; own assigned workstreams end-to-end.
• Conduct client interviews to identify qualifying activities and expenses; document the four-part test.
• Collect, format, and analyze large datasets; build §41 calculation models (Regular Credit, ASC, §280C).
• Draft technical writeups, IRS IDR response components, and supporting memoranda for Manager review.
• Maintain workpaper hygiene, audit trail, and platform documentation completeness.
• Mentor Associates / Interns on platform usage and R&D documentation standards.

Additional Incentives / Depreciation

• Support 179D deduction studies and 45L credit engagements (eligibility, substantiation, deliverables).
• Support IC-DISC annual calculation and compliance workstreams.
• Assist with §174 capitalization/amortization modeling and documentation.
• Support cost segregation and fixed asset / depreciation reviews.

What You Need to Succeed

• Bachelor's in Accounting, Economics, Finance, Engineering, or related field; CPA-track or JD a plus.
• 2–4 years hands-on R&D Tax Credit experience with direct client interaction.
• Strong analytical, research, organizational, and project-management skills in a deadline-driven environment.
• Excellent written and verbal communication; translates technical concepts for client stakeholders.
• Comfort working inside a purpose-built documentation platform (not Excel-only).
• Bonus: exposure to 179D, 45L, IC-DISC, §174 amortization, and/or Cost Seg / Fixed Assets.

The Opportunity

We're hiring an Analyst on the Transfer Pricing team. You'll work on transfer pricing documentation, benchmarking, and advisory across multiple jurisdictions, supporting both our corporate clients and the consulting firms that use our software.

This is a role for someone who wants to do high-quality TP work in an environment that doesn't operate like a traditional consulting firm. The fundamentals of the craft still matter. How we apply them, how the team is structured, and what's expected of you — those look different here.

What You'll Do

You'll work on transfer pricing engagements across multiple jurisdictions — documentation, benchmarking, analysis, client work. The fundamentals of being a good TP analyst still apply here, and they matter.

What's different is the structure around them. We've built a way of working that's not the traditional consulting model. Less rigidity, more flexibility, and technology and AI woven through how the work gets done — increasingly so, every quarter. The role you're hired into today will look different in a year, and different again in two. We're moving in a clear direction, and we hire people who want to be part of that movement rather than spectators to it.

Day to day, that means:

• Owning real pieces of work early, with your manager close enough to develop you and far enough to let you grow
• Joining client conversations as part of how you learn — not after months of being kept away from them
• Working with tools and methods that will keep changing under your feet, and being expected to engage with that change, not wait it out
• Bringing judgment to work the platform helps with — applying the right criteria, catching what looks fine but isn't, knowing when to push back

What's non-negotiable here

• Client first. Their outcomes are how we measure ourselves. You'll be expected to think that way from day one.
• AI fluency. Not enthusiasm, not curiosity — fluency. You should already be using AI in your work and have a real point of view about where it helps and where it shouldn't.
• Flexibility and ownership. We're not a hierarchy that hands down tasks. People who need that won't thrive here.

What success looks like in your first months

You're delivering work that comes back with a few sharpening comments, not heavy rewrites. You're asking the right questions before you start, not after. You're someone your manager and clients can rely on — and you're already noticing how the work could be done better and saying so.

What You Need to Suceed

• At least 1 year of transfer pricing or related tax experience (Big 4, boutique, or in-house)
• Solid grasp of OECD transfer pricing principles and the arm's length standard
• Practical experience with TP documentation: functional analysis, intercompany transaction mapping, comparability
• Hands-on benchmarking experience using standard databases
• Fluent / professional / native English — written and spoken
• Strong organization: you can manage multiple deadlines without things slipping, and you communicate proactively when something's at risk
• A track record of taking ownership — of deliverables, of client relationships, of your own development