Senior Associate

ABGi USA; Houston (TX); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid Work Schedule

Comprehensive Benefits Package

Professional Growth Opportunities

Paid Parking

Continuing Education Opportunities

Professional development opportunities

Collaborative team culture

Job summary

A leading tax advisory firm in Houston is seeking a Senior Research Tax Credit (RTC) Associate to independently manage R&D tax credit studies and mentor junior associates. The position requires strong project management skills and the ability to collaborate across various disciplines. You will track activities using Salesforce and analyze complex financial data. This hybrid role offers a modern work environment and comprehensive benefits, providing a platform to develop your leadership capabilities and gain substantial industry exposure.

Qualifications

• Minimum of 1 year of experience in R&D Tax Credit and tax incentive programs.
• Proven ability to mentor and support junior team members.
• Solid understanding of R&D tax credit qualification processes.
• Ability to mentor and support junior team members.

Responsibilities

• Mentor and develop Associate-level team members.
• Manage R&D tax credit studies and client files.
• Collaborate with engineers and CPAs.
• Analyze financial data for tax credit qualification.
• Draft and review technical reports for tax credit claims.
• Analyze confidential financial and technical data for tax credit qualification.
• Ensure projects are delivered on time with strong project management.
• Draft and review comprehensive technical reports and deliverables to support tax credit claims.
• Become an expert in R&D tax credits and guide clients and team members in best practices.
• Assist with department initiatives focused on operational efficiency and knowledge sharing.

Skills

Exceptional verbal and written communication skills

Strong organizational skills

Analytical thinking

Ability to manage multiple projects

Collaboration skills

Travel flexibility

Education

Bachelor’s degree in Business, Accounting, Economics, or related Science/Engineering

Advanced degree (MBA, JD, or LLM) strongly preferred

Tools

Salesforce CRM

Advanced Excel functionality

CPA/JD/PEP (plus)

Job description

About Us

Join a Fast‑Growing Firm That's Redefining Tax Advisory and Finance Talent Solutions. ABGI USA, a Group SNEF company, is 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 deep local expertise with international reach, delivering innovative, impactful solutions that fuel business growth and operational excellence across industries. Our teams are made up of seasoned professionals and emerging talent, working together to solve complex challenges, drive measurable results, and deliver exceptional value to our clients. We believe our people are our greatest asset, and we are committed to fostering a supportive, engaging, and empowering culture where collaboration, creativity, and excellence thrive. We prioritize employee development, growth, and well‑being, offering competitive compensation, robust benefits, and a flexible, modern work environment designed to meet the needs of today’s finance and operations professionals. If you are a results‑driven, strategic, and innovative professional ready to contribute to a dynamic, growth‑focused organization, join us and help shape the future of finance and advisory services.

Position Summary

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 across a diverse set of client files. This hybrid role requires strong project ownership, a collaborative spirit, and commitment to excellence.

Key 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.

Required Qualifications

Education

• Bachelor’s degree in Business, Accounting, Economics, or a related Science/Engineering field from an accredited university.
• Advanced degree (MBA, JD, or LLM) strongly preferred.

Experience

• Minimum of 1 year of experience in R&D Tax Credit and tax incentive programs within a professional services or consulting environment.
• Proven ability to mentor and support junior team members.

Technical Expertise

• 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.
• Proficiency with Salesforce CRM and advanced Excel functionality.
• Professional credentials such as PMP, JD, or CPA are a plus.

Skills

• Exceptional verbal and written communication skills.
• Ability to manage multiple projects simultaneously and prioritize effectively.
• Strong organizational, problem‑solving, and collaboration skills.
• Ability to travel up to 25% as needed.

Core Competencies

• Analytical thinking and attention to detail in tax credit evaluation.
• Effective collaboration with clients and internal teams.
• Mentorship and support of junior team members.
• Client‑focused mindset with an emphasis on compliance and accuracy.
• Adaptability to changing regulations and client needs.

What You’ll Gain

• Hands‑on experience with R&D tax credit engagements across multiple industries.
• Exposure to complex client deliverables and tax incentive strategies.
• Opportunity to mentor junior professionals and develop leadership skills.
• Knowledge of best practices in client engagement, technical research, and project management.
• Experience with Salesforce CRM and advanced data analysis tools.

Benefits & Work Environment

• Hybrid Work Schedule: 3 days in‑office (Galleria area), 2 days remote for flexibility and work‑life balance.
• Convenient Location: Modern office in Houston’s Galleria district with paid garage parking covered by the company.
• Professional Growth: Learn directly from industry‑leading R&D experts and senior tax professionals through interactive team collaboration and hands‑on client exposure.
• Comprehensive Benefits Package: Competitive medical, dental, and vision insurance coverage, employer‑matched 401(k) retirement plan, paid time off, holidays, and additional incentive programs.
• Continuing education and professional development opportunities.
• Engaged Culture: Collaborative, inclusive, and innovation‑driven environment where ideas and teamwork fuel success.