
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.
🔥 43 minutes ago
Improve your chances of getting an interview by checking your resume score before you apply.

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
Apply Now🔥 10 hours ago
Director leading DMA’s transaction tax compliance operations for an employee-owned company. Overseeing regulatory compliance, audits, client delivery, staffing, and leadership teams.
🕒 5 days ago
Director leading tax strategy, compliance, treasury, and liquidity for RUM Group’s AI infrastructure and video businesses. Advising the CFO on financing, risk, cash deployment, and international expansion.
🇺🇸 United States – Remote
💵 $225k - $270k / year
💰 $775M Post-IPO Equity - Rumble on 2024-12
⏰ Full Time
🔴 Lead
💰 Tax
🕒 5 days ago
Director leading tax strategy, compliance, liquidity, banking, and treasury operations for RUM Group’s AI infrastructure and video businesses. Advising the CFO on financing, acquisitions, and international expansion.
🕒 September 29
Director of Tax leading global tax planning, provision, compliance, and team-building for ecoATM’s device re-commerce business. Advising executives on tax strategy, risk, and transactions.
🕒 September 28
Corporate tax leader guiding Unum, a global employee-benefits provider, across tax strategy, reporting, forecasting, and compliance. Managing tax staff, technology, audits, and enterprise partnerships.