ABGi USA ยท 2 days ago
Senior Associate
Houston, TX
Full-time
Hybrid
Mid, Senior Level
1+ years expABGI USA is a national leader in specialized tax advisory and finance talent solutions, and they are seeking a Senior Research Tax Credit (RTC) Associate to join their Houston-based team. The role involves independently managing R&D tax credit studies, providing technical mentorship to junior associates, and acting as a subject matter expert across various client files.
CreditFinanceFinancial Services
Hiring Manager
Lyndsey Percle
Responsibilities
Mentor and develop Associate-level team members in partnership with senior leadership
Demonstrate mastery of the RTC study process from start to finish
Independently manage client files within scope and budget while overseeing file progress for managers
Log and track activity in Salesforce CRM on a daily (preferred) or weekly basis
Collaborate with engineers, scientists, lawyers, CPAs, and MBAs to analyze technical data and create client value
Analyze confidential financial and technical data for tax credit qualification
Ensure projects are delivered on time using strong project management skills
Draft and review comprehensive technical reports and deliverables to support tax credit claims
Become an expert in R&D tax credits and guide both clients and team members in best practices
Assist with department initiatives focused on operational efficiency and knowledge sharing
Qualification
Required
Bachelor's degree in Business, Accounting, Economics, or a related Science/Engineering field from an accredited university
Minimum of 1 year of experience in R&D Tax Credit and tax incentive programs within a professional services or consulting environment
Solid understanding of R&D tax credit qualification processes and client engagement best practices
Strong analytical and research skills with working knowledge of relevant tax laws, regulations, and industry developments
Exceptional verbal and written communication skills
Ability to manage multiple projects and travel up to 25% as needed
Proficiency with Salesforce CRM and advanced Excel functionality
Proven ability to mentor and support junior team members
Preferred
Professional credentials such as PMP, JD, or CPA are a plus
Advanced degree (MBA, JD, or LLM) strongly preferred
Benefits
Full Medical, Dental, Vision, STD, LTD, Critical Illness
Free Membership to OneMedical
Free Access to CALM app
Competitive base salary with aggressive performance-based incentives
401(k) Matching
Competitive PTO plan
Hybrid work schedule
Company
ABGi USA
ABGi USA is the United States headquarters of ABGi Group, a worldwide firm dedicated to innovation.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Anacelia (Ana) Medina
Talent Acquisition Business Partner
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