Tax Software Specialist - Credits & Incentives

Our Global Investment and Innovation Incentives ("Gi3") practice provides our clients with a broad range of government credits and incentives ("C&I") services across more than 150 countries and regions worldwide. With over 1,000 practitioners, the Gi3 tax team is a national team of specialists dedicated to providing comprehensive tax C&I services.

If you have a passion for sustainability, community development, or cutting-edge research and development and have relevant experience in C&I, Deloitte Tax LLP's ("Deloitte Tax") Gi3 service line may be the place for you! A career in the Gi3 practice will provide you with the opportunity to work on tax incentive engagements which you know will require complex insight for some of the world's largest companies in a variety of industries. Be on the cutting edge of a rapidly growing practice and work with a well-respected team of proven innovators!

Recruiting for this role ends on 31st May 2026

Work you'll do:

As a Software Specialist you will work collaboratively with our project teams to identify eligible federal Research & Development (R&D) tax credit generating activities and assist with the analysis and documentation of such opportunities. This is often unfamiliar territory for businesses that may not have the personnel or resources needed to keep up with the evolving legislation in these areas or complete the paperwork required to file a claim. You will work with an experienced and passionate team in a growing area.

The ideal candidate is invested in the team's success and effectively manages multiple workstreams. As a software specialist you will:

• Lead technical discussions with clients and evaluate the activities performed and scope of work to determine R&D credit eligibility
• Educate meeting participants and convey expertise in both the R&D tax credit and nuances of how it applies to the field of software engineering
• Review and provide technical feedback to Deloitte teams and Client representatives to collect information needed to document qualifying R&D projects
• Review technical documentation to evaluate that it supports clients' activities as qualified R&D
• Evaluate the specifics of client R&D activities and make determination of whether it is qualified research
• Deliver value to clients by identifying opportunities and advising clients on potential benefit and eligibility requirements, and
• Monitor legislative and regulatory tax developments and work with the team to present potential.
• Engage with numerous different clients and Deloitte project teams, simultaneously, across our national practice.

The Team:
National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of several tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation - all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries.

The Global Investment & Innovation Incentives (Gi3) tax team is a national team of specialists dedicated to providing comprehensive tax credit and incentive services, including the R&D credit, the New Market Tax Credit, Qualified Opportunity Zones, Renewable Energy tax credits, and other federal credits. These benefits are offered for activities conducted in the United States, as well as research performed in over 30 other countries that offer research incentives.

Qualifications

Required:

• 3+ years of experience in software development/engineering with working knowledge in analysis, design, architecture and development of applications and/or systems
• Understanding software development life cycles including agile, iterative, waterfall, etc.
• Experience using software development languages including Java, JavaScript, C++, etc.
• Ability to work in a complex deadline-oriented environment, working on many different and dynamic engagements simultaneously
• Understanding of design patterns and best practices of developing enterprise web applications and database development
• Self-starter and ability to work with minimum supervision
• Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2-3 days per week.
• Limited Sponsorship may be available.
• Bachelor's Degree in Information Systems, Computer Science or related degree
• Ability to travel 10% on average, based on the work you do and the clients and industries/sectors you serve
• One of the following accreditations obtained, in process, or willing and able to obtain:
• Licensed CPA in state of practice/primary office if eligible to sit for the CPA
• If not CPA eligible:
• Licensed attorney
• Enrolled Agent
• Project Management Professional (PMP)
• Chartered Financial Advisor (CFA)
• Professional Engineer

Preferred:

• 5+ years of experience in in software architecture and design, software development, and project or program management
• Master's Degree in Information Systems, Computer Science or related degree
• Proven knowledge of R&D tax incentives
• Excellent written and verbal communications skills at the business and technical level
• Experience with Federal or State and Local Credits and Incentives
• Previous Big 4 or large CPA or law firm experience

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $69,930 to $159,120

You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

Information for applicants with a need for accommodation:

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