Senior Associate, Research Tax Credit / Project Manager

Job Description

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 not your typical advisory firm. We are 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.

At ABGI USA, we are redefining what it means to be a forward-thinking advisory firm. 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 that 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. Here, your expertise, insight, and leadership are recognized, valued, and amplified.

If you are a results-driven, strategic, and innovative professional who is ready to contribute to a dynamic, growth-focused organization, make a real impact, and shape the future of finance and advisory services, ABGI USA is the place for you. Join us and be part of a team that is transforming the industry and building a legacy of success.

Position Summary
We are seeking a highly motivated and experienced Senior Associate, Research Tax Credit (RTC) 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.

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.

Why Join Us

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.

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