Financial Consultant

Financial Consultant – Innovation Funding

Company: Leyton 

Location: Boston, MA

Employment Type: Full-Time

Compensation

• Base Salary: $80,000–$100,000/year
• Variable/Performance Incentives: Competitive incentive plan including commission on successful delivery, annual bonus opportunities, quarterly team contests, and additional rewards through client testimonials and referrals

About Leyton

Leyton is a global innovation funding consultancy that has helped businesses unlock hidden value since 1997. Today, we're a team of over 3,000 innovation, tax, and finance specialists working across 25+ offices in 15 countries, including Boston, San Francisco, Houston, Phoenix, New York, Montreal, Toronto, Alberta, and Vancouver.

We partner with businesses of all sizes to strengthen their financial performance without disrupting how they operate. In the U.S., our services include:

• R&D Tax Credit
• Energy Efficiency Incentives (including §45L and §179D)
• State and Local Tax (SALT)
• Grants and Incentives
• Orphan Drug Tax Credit
• VAT Services
• Custom Duty Drawback / Duty and Tariff Recovery
• Cost Segregation
• Corporate Finance Advisory (including M&A Advisory Services)
• Property Tax

We're financial strategists and industry experts united by one goal: helping our clients grow sustainably by capturing every incentive they've earned.

About the Role

As a Financial Consultant – Innovation Funding, you'll be a trusted financial advisor to U.S. clients, helping them identify and maximize innovation funding opportunities. Your focus will be on financial consulting and R&D tax incentives, guiding clients through the full journey — from initial assessment to claim submission.

This role is ideal for professionals with 1–3 years of R&D tax incentive experience and a background in accounting, finance, or business who want to deliver real, measurable financial impact for clients while growing within a global consultancy.

Key Responsibilities

Client Advisory & Funding Assessments

• Evaluate client eligibility for innovation funding programs, with a focus on R&D tax incentives
• Provide strategic financial guidance tailored to each client's situation

Client Management

• Maintain clear, consistent communication throughout the R&D credit study process
• Ensure clients feel supported and informed at every stage

Claims Preparation & Submission

• Prepare, review, and submit financial claims with precision
• Ensure full compliance with federal and state requirements

Financial Analysis & Recommendations

• Analyze client financials to uncover opportunities for maximizing incentives, optimizing cash flow, and improving financial outcomes

Stakeholder Communication

• Engage with tax authorities to defend or clarify claims when needed
• Participate in workshops, seminars, and conferences to share insights on new government funding initiatives

Business Development Support

• Identify potential clients and contribute to presentations and pitch meetings to help grow Leyton's client base

Regulatory Awareness

• Stay current on changes to U.S. tax legislation, programs, and incentive regulations, and communicate relevant updates to clients

Invoicing & Financial Tracking

• Monitor generated and collected invoices, and follow up with clients to ensure timely payment

Collaboration & Knowledge Sharing

• Partner with internal teams to ensure high-quality deliverables and document best practices that strengthen Leyton's advisory services

Qualifications

Education

• Bachelor's degree in Accounting, Finance, Economics, or Business (required)
• Professional certifications (CPA, CMA, CFA, or similar) are a plus but not mandatory

Required Experience

• 1–3 years of experience in R&D tax incentive consulting or financial consulting related to innovation funding is an asset

Skills & Competencies

• Strong understanding of accounting, finance, or business operations (legal experience not required)
• Excellent communication, client management, and analytical skills
• Detail-oriented, with the ability to manage multiple clients and projects simultaneously
• Client-focused mindset with the ability to explain complex financial concepts clearly
• Proficiency in Microsoft Office and financial analysis tools

Why Leyton?

Grow, Fast

• A clear runway into senior business development and consulting roles
• International training through Leyton Academy
• Direct mentorship from experienced consulting professionals
• Regular exposure to executive leadership and subject matter experts

Get Rewarded

• Competitive base salary plus performance-based bonus structure
• 401(k) with employer matching
• Medical, dental, vision, prescription, and paramedical coverage
• 18 days (144 hours) of accrued PTO per year
• 5 days (40 hours) of accrued sick leave per year

Enjoy the Culture

• Fun quarterly team events in a supportive, inclusive workplace
• Volunteer and community engagement opportunities
• Work From Anywhere: up to 1 month/year
• Work From Any Leyton Office: up to 2 weeks/year (approval required)

Equal Opportunity Employer

Leyton is committed to building a diverse and inclusive workplace. All qualified applicants will receive consideration regardless of race, gender, age, religion, disability, sexual orientation, or background. We focus on skills, potential, and commitment because talent knows no boundaries.