Job Description

Job Description

Founded in 1985, ABGi has one of the largest networks of experts specializing in tax credit optimization, with a growing presence in 10 countries including the UK, France, Canada, and Brazil to deliver on tax credits, talent solutions and other business consulting services.

We are seeking a highly motivated and experienced Senior Research Tax Credit (RTC) Associate to join our Houston-based team. Reporting to the Manager or Senior Manager, RTC, you will independently manage R&D tax credit studies, provide technical mentorship to junior associates, and act as a subject matter expert (SME) across a diverse set of client files. This hybrid role requires strong project ownership, collaborative spirit, and commitment to excellence.

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.

Basic Qualifications:

• Minimum of 1+ years of experience in R&D Tax Credit and tax incentives within a professional services firm.
• Bachelor’s degree from an accredited university in business, accounting, economics, or a science/engineering related field.
• Proven expertise in R&D tax credit qualification and client interaction.
• Strong research abilities with comprehensive knowledge of tax law, regulations, and industry updates.
• Excellent verbal and written communication skills.
• Ability to travel up to 25%.

Preferred Qualifications:

• Experience using Salesforce CRM.
• Experience with Excel, preferably advanced
• Advanced degree (MBA, JD, LLM) is highly preferred.
• Demonstrated experience mentoring entry-level professionals.

Exciting Benefits:

• Growth opportunities
• Full benefits - medical, dental, vision, STD, LTD, OneMedical membership
• Matching 401k and vested day 1!
• Paid parking
• Onsite Gym
• Uncapped commission on new and renewal business
• Wellness perks - CALM app
• Competitive PTO and Sick Day policy
• Hybrid environment. Must be in the office at least 3-4 days per week. Can be remote other days

At ABGi we believe sharing is growing. We believe that your growth is our growth. We invest in you. We are a collaborative environment and built from a core set of beliefs that diverse minds, backgrounds and skill sets bring an unparalleled employee experience; thus translating to an exclusive and shared experience to our clients.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.

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