Senior Associate, Research Tax Credit / Project Manager

• 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.