Research Development Consultant
ABGI USA is a national leader in specialized tax advisory and finance talent solutions, partnering with CPAs and businesses to deliver high-impact solutions. They are seeking a Research Tax Credit Associate to support R&D tax credit studies by gathering data and collaborating with engineers and finance professionals.
Responsibilities
- Support project teams in the preparation and delivery of accurate 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
Skills
- 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
- 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
Benefits
- Full Medical, Dental, and Vision coverage
- Short-Term & Long-Term Disability and Critical Illness coverage
- Free One Medical membership
- Free access to the CALM app
- 401(k) with company match
- Competitive PTO plan
- Hybrid work schedule
Company Overview