About Gusto
Gusto is a modern, online people platform that helps small businesses take care of their teams. On top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New York serve more than 300,000 businesses nationwide.Our mission is to create a world where work empowers a better life, and it starts right here at Gusto. That’s why we’re committed to building a collaborative and inclusive workplace, both physically and virtually.
Learn more about our Total Rewards philosophy.
About the Role:
As a Qualitative Analyst specializing in Research & Development (R&D) Tax Credit, this role requires evaluating customer research activities to determine eligibility for the R&D tax credit. Responsibilities include conducting customer interviews, analyzing qualitative data, and developing substantiation materials that articulate how customer research aligns with the four-part criteria for the R&D tax credit. Candidates will need to learn, develop and utilize expertise in R&D tax credit qualification criteria, communication skills, computer proficiency, and professionalism to ensure accurate assessment and documentation of eligible activities.
About the Team:
We are dedicated to administering fair and accurate qualification decisions, educating and empowering our customers to understand the credit and leverage available tax incentives, and develop comprehensive substantiation reports that showcase the value of their research and development efforts. This is an opportunity to join a team of passionate professionals with diverse backgrounds who not only excel at what they do but have fun along the way.
Here’s what you’ll do day-to-day:
- Evaluate and assess customer data and make a qualification decision
- Conduct client outreach via emails or phone calls to gather data regarding qualification criteria for the R&D tax credit
- Navigate our CRM and portal platforms to update qualification status
- Monitor client completion of Qualitative surveys to review and develop substantiation reports
Here’s what we're looking for:
- Bachelor’s degree of a minimum of 2 years experience in Accounting, Finance, Business, Compliance, Business Communications, or any writing fields.
- In-depth knowledge of the R&D tax credit qualification is preferred.
- Strong analytical skills with the ability to evaluate data and draw meaningful conclusions
- Proficiency in computer applications, including Salesforce CRM platforms, Microsoft Office Suite, and Google Docs
- Professionalism and discretion in handling confidential client information and interacting with customers
- Ability to work independently and collaboratively in a fast-paced environment, demonstrating adaptability and attention to detail
Our cash compensation amount for this role is targeted at $31.25 - $37.02 in Denver & most major metro locations, and $38.95 - $46.54 for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above.Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately 2-3 days per week (or more depending on role).
The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale.Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required.Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger.
If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic.
Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you require assistance in filling out a Gusto job application, please reach out to candidate-accommodations@gusto.com.
