ABGi USA · 23 hours ago
Research Development Consultant
ABGI USA is a national leader in specialized tax advisory and finance talent solutions, partnering with CPAs and businesses to deliver high-impact solutions. They are seeking a Research Tax Credit Associate to support R&D tax credit studies by gathering data and collaborating with engineers and finance professionals.
Responsibilities
Support project teams in the preparation and delivery of accurate R&D tax credit studies
Collect, organize, and analyze client technical and financial documentation
Assist in identifying and documenting qualified research activities under IRC §41
Draft technical narratives and supporting documentation for R&D credit claims
Collaborate with engineers, scientists, and client stakeholders to understand R&D activities
Learn and apply U.S. federal and state R&D tax credit regulations
Track time, project activity, and client data accurately in Salesforce CRM
Participate in internal training programs to build technical and regulatory expertise
Assist with preparation of Form 6765 and supporting schedules
Contribute to team meetings, process improvements, and client communications under supervision
Through training, progress to handling clients directly within three to four months from hire
Qualification
Required
Bachelor's degree in business, accounting, economics, engineering, or a related STEM field
Interest in tax incentives, R&D, or consulting, with a strong desire to learn
Strong written and verbal communication skills
High attention to detail with the ability to manage multiple tasks and deadlines
Ability to work collaboratively in a cross-functional team environment
Willingness to work in a hybrid schedule and travel up to 25% as needed
Preferred
Internship or entry-level experience in tax, accounting, consulting, or engineering
Familiarity with R&D tax credits or government incentive programs
Experience using Salesforce or similar CRM systems
Benefits
Full Medical, Dental, and Vision coverage
Short-Term & Long-Term Disability and Critical Illness coverage
Free One Medical membership
Free access to the CALM app
401(k) with company match
Competitive PTO plan
Hybrid work schedule