
51 - 200 employees
Founded 2007
💼 Consulting
🤝 B2B
Consulting • B2B
Tri-Merit is a specialty tax consulting firm that helps businesses and accounting firms uncover and document federal tax incentives and credits. Their CPA- and engineer-led team delivers cost segregation studies, R&D tax credit analyses, renewable energy tax credit consulting (Sections 48, 48E, 45X), Section 179D energy-efficiency deductions, 45L credits, ERC verification, tax credit transfer due diligence, and tax audit defense. Tri-Merit focuses on producing audit-ready documentation and partners with CPAs, business owners, and engineering firms to increase cash flow, ensure compliance, and expand client services.
🕒 October 8
Where this job comes from
Posted on Tri-Merit's careers page, not through a job board
First seen by Remote Rocketship October 8
Still open on Tri-Merit's site. Checked 1 hour ago.

51 - 200 employees
Founded 2007
💼 Consulting
🤝 B2B
Consulting • B2B
Tri-Merit is a specialty tax consulting firm that helps businesses and accounting firms uncover and document federal tax incentives and credits. Their CPA- and engineer-led team delivers cost segregation studies, R&D tax credit analyses, renewable energy tax credit consulting (Sections 48, 48E, 45X), Section 179D energy-efficiency deductions, 45L credits, ERC verification, tax credit transfer due diligence, and tax audit defense. Tri-Merit focuses on producing audit-ready documentation and partners with CPAs, business owners, and engineering firms to increase cash flow, ensure compliance, and expand client services.
• Manage R&D tax credit engagements from kickoff through final deliverables • Evaluate client operations to identify qualifying R&D activities and eligible expenditures • Apply and explain IRC Sections 41 and 174 • Partner with engineers, attorneys, and CPAs to analyze technical and financial data • Develop and manage project scopes, timelines, and deliverables • Serve as the primary point of contact for clients throughout the engagement lifecycle • Prepare comprehensive R&D study reports and supporting documentation • Ensure compliance with current tax laws, guidance, and industry best practices • Participate in client meetings, presentations, and internal reviews • Maintain a client-focused, non-disruptive approach while maximizing credit opportunities
• Bachelor’s degree in accounting, finance, engineering, economics, or a related field • Minimum 2 years of direct R&D tax credit experience (required) • 2–4 years of experience in tax, consulting, or project management • Strong working knowledge of IRC Section 41 • Familiarity with Section 174 preferred • Experience identifying qualified research activities and expenses, including wages, supplies, and contract research • Strong analytical and problem-solving skills • Excellent written and verbal communication skills • Ability to manage multiple projects and deadlines independently • Proficiency with Microsoft Office and project management tools • Hands-on R&D tax credit experience required; candidates without direct R&D specialty tax experience may not be considered
• Fully remote work environment • Meaningful ownership of client engagements • Collaborative team of R&D tax specialists, engineers, and attorneys • Exposure to complex and high-impact specialty tax projects • Supportive culture focused on quality, accountability, and professional growth
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