Kathleen Erlich
National R&D @ RSM US LLP | , Taxation
- Role
- National R & d at RSM US LLP
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Kathleen Erlich
With over 20 years of experience in R&D tax credits, I am an Enrolled Agent and a national leader in R&D at RSM US LLP, one of the largest accounting and consulting firms in the US. I help clients across various industries identify, document, and claim R&D tax incentives, leveraging my analytical and financial reporting skills. I also manage a team of R&D professionals, providing them with guidance, training, and support. Previously, I was a senior manager at Cherry Bekaert LLP and a director of R&D tax credits at CFGI, where I successfully delivered R&D tax projects for numerous clients, generating significant tax savings and value. My mission is to help businesses innovate and grow, while maximizing their tax benefits and complying with the tax regulations. I am passionate about R&D and always eager to learn and share my knowledge and insights with others. I am looking for opportunities to collaborate with other R&D experts and leaders, and to contribute to the advancement of the R&D field.
Experience
National R & d
Feb 2024 — Present · Edison, NJ, US
Education
Kent State University
Bachelor of Science (BS), Elementary Education and Teaching
1988 — 1992
Suffolk University
Master of Taxation
2004 — 2006
Skills
- Accounting
- Cross-Functional Team Leadership
- Marketing Strategy
- Financial Analysis
- Risk Management
- Financial Reporting
- Customer Service
- Microsoft Office
- Internal Controls
- Sarbanes-Oxley Act
- Financial Modeling
- Erp
- Auditing
- Sap
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