Associate
ABGi USA
About the Role
ABGI USA is seeking a Research Tax Credit Associate to join its Houston-based R&D Tax Credit team. This role supports consultants and managers in delivering R&D tax credit studies by gathering technical and financial data, preparing documentation, and learning the R&D credit process. This position is ideal for individuals who are detail-oriented, analytical, and eager to build expertise in tax incentives while working cross-functionally with engineers, scientists, and finance professionals.
Key Responsibilities
- Support project teams in the preparation and delivery of R&D tax credit studies.
- Collect, organize, and analyze client technical and financial documentation.
- Assist in identifying and documenting qualified research activities under IRC §41.
- Draft technical narratives and supporting documentation for R&D credit claims.
- Collaborate with engineers, scientists, and client stakeholders to understand R&D activities.
- Learn and apply U.S. federal and state R&D tax credit regulations.
- Track time, project activity, and client data accurately in Salesforce CRM.
- Participate in internal training programs to build technical and regulatory expertise.
- Assist with preparation of Form 6765 and supporting schedules.
- Contribute to team meetings, process improvements, and client communications under supervision.
- Through training, progress to handling clients directly within three to four months from hire.
Requirements & Tech Stack
- Bachelor’s degree in business, accounting, economics, engineering, or a related STEM field.
- Interest in tax incentives, R&D, or consulting, with a strong desire to learn.
- Strong written and verbal communication skills.
- High attention to detail with the ability to manage multiple tasks and deadlines.
- Ability to work collaboratively in a cross-functional team environment.
- Willingness to work in a hybrid schedule and travel up to 25% as needed.
Preferred Qualifications
- Internship or entry-level experience in tax, accounting, consulting, or engineering.
- Familiarity with R&D tax credits or government incentive programs.
- Experience using Salesforce or similar CRM systems.
Why Join Us
- Hybrid Work Schedule: 3 days in-office, 2 days remote.
- Convenient Location: Modern office in Houston’s Galleria district.
- Professional Growth: Learn directly from industry-leading experts.
- Comprehensive Benefits Package:
- Paid parking.
- Free on-site gym.
- Continuing education and professional development opportunities.
- Engaged Culture: Collaborative, inclusive, and innovation-driven environment.