Research Tax Credit Associate

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 Overview

We are seeking a
Research Tax Credit (RTC) Associate
to join our Houston team. In this role, you'll support our consultants in conducting R&D tax credit studies by collecting technical and financial data, preparing documentation, and learning the fundamentals of the RTC process. This position is ideal for individuals who are detail-oriented, collaborative, and passionate about tax incentives and innovation-driven industries.

Key Responsibilities

• Support project teams in delivering accurate, high-quality R&D tax credit studies.
• Collect and analyze technical and financial documentation from clients.
• Assist in documenting qualified research activities in compliance with tax credit regulations.
• Draft technical reports and ensure data accuracy and completeness.
• Collaborate with engineers, scientists, and finance professionals to understand client R&D initiatives.
• Learn and apply SR&ED and related R&D tax guidelines to project work.
• Track time and project activities accurately using Salesforce CRM.
• Participate in internal training programs to build subject matter expertise.
• Support the preparation of T661 forms and other required documentation.
• Contribute to team meetings, process improvement, and client communication under supervision.

Qualifications

• Bachelor's degree in business, accounting, economics, or a related field.
• 0–1 year of experience in R&D Tax Credit, tax incentives, or related areas.
• Strong written and verbal communication skills.
• Excellent attention to detail and ability to manage multiple tasks.
• Interest in developing expertise in R&D tax credits and working cross-functionally.
• Willingness to work in a hybrid environment and travel up to 25%.

Preferred Skills

• Experience with Salesforce or similar CRM systems.
• Internship or entry-level experience in tax, accounting, or consulting.
• Familiarity with SR&ED or other government incentive programs is a plus.

Perks and Benefits

• Full Medical, Dental, Vision, STD, LTD, Critical Illness
• Free Membership to OneMedical
• Free Access to CALM app
• Competitive base salary with aggressive performance-based incentives
• 401(k) Matching and Vested Day 1
• Competitive PTO plan
• Hybrid work schedule

Apply now and let's build together