Senior Research Tax Credit Associate

Overview

Senior Engineering Talent Acquisition Business Partner

Join a Fast-Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions

ABGI USA, a Group SNEF company, is not your typical advisory firm - we’re a national leader in specialized tax advisory and finance talent solutions, trusted by CPAs, accounting firms, and businesses of all sizes. As part of a global network spanning 15 countries, we combine local expertise with international reach, delivering impactful results that fuel business growth across industries.

We are looking for an enthusiastic and detail-oriented Senior Research Tax Credit (RTC) Associate to join our Houston-based team. You will support R&D tax credit studies by gathering technical and financial data, preparing documentation, and learning the fundamentals of the RTC process. This position is ideal for someone with a passion for relationship building with a national reach consulting c-suite, technical writing, and collaborative work in a professional services environment.

At ABGI USA, you’ll find a supportive, engaging culture that brings together both seasoned professionals and emerging talent. We prioritize employee development, offer competitive compensation, and provide a flexible, modern work environment that meets the needs of today’s finance professionals.

If you re ready to be part of a dynamic, growth-focused organization where your work makes a real impact - we’d love to meet you.

• Establish a number of billable hours per month with support from leadership.
• Assist with gathering technical and financial documentation from clients.
• Conduct preliminary analyses of confidential data under the guidance of senior team members.
• Document qualified activities in compliance with tax credit regulations.
• Support the preparation of the 6765 tax form and related documentation.
• Collaborate with engineers, scientists, and finance professionals to understand client R&D activities.
• Track activities accurately in Salesforce CRM on a daily or weekly basis.
• Assist with drafting technical reports and ensuring data completeness.
• Learn and apply RTC guidelines and related regulations to project work.
• Engage in internal training to progress toward SME status.
• Contribute to team meetings, process improvements, and knowledge-sharing initiatives.

• Minimum of 2-3 years  experience in R&D Tax Credit or tax incentive programs.
• Bachelor’s degree in business, accounting, economics, or a related field or a science/engineering education and/or background from an accredited university.
• Interest in building expertise in R&D tax credits and working with technical professionals.
• Strong research and communication skills, both written and verbal.
• Keen attention to detail and ability to manage tasks independently.
• Willingness to work in a hybrid environment and travel up to 25% as needed.
• Growth opportunities
• Full benefits - medical, dental, vision, STD, LTD, One Medical 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 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.

• Mid-Senior level

• Full-time

• Business Development and Strategy/Planning
• Industries:
  Financial Services, Business Consulting and Services, and Human Resources Services