Associate Consultant

About the role

As an Associate, you will work within our Research and Development (R&D) team alongside attorneys, accountants, engineers, and scientists to identify and substantiate cash-generating tax incentives that strengthen American businesses. Your work will have a meaningful impact on clients, allowing them to reinvest back into their business and their people. This role is within the R&D division, which helps businesses claim tax credits for improving their products and/or processes.

Responsibilities

• Identify, analyze, and qualify value-oriented benefits for companies
• Substantiate technical analysis, conduct client interviews, and gather/review client documentation
• Research relevant technical and industry-specific topics
• Provide technical reports and analysis
• Provide insight to benefit from additional credits and incentives that may be applicable
• Consult with CPAs and executives on tax incentive credits and related business processes
• Collaborate and coordinate closely with quality control, client relations, accounting, and tax controversy departments to ensure client satisfaction
• Ensure analysis and timelines are met
• Analyze client financials, projects, and documentation while identifying client value
• Create an unmatched experience for our clients

Qualifications

• Bachelor’s or Master’s degree required
• Preferred 1–2 years of experience with project management, public speaking, and client management
• Preferred backgrounds in engineering, business administration, management, finance, economics, and life sciences
• Excellent written and verbal communication skills
• Strong analytical and organizational skills
• Ability to effectively manage multiple tasks in a fast-paced environment
• Ability to articulate and relay information in an effective and efficient manner
• High sense of urgency with the ability to meet deadlines
• Ability to work collaboratively in a fast-paced environment
• Ability to maintain confidentiality with company and client information
• Receptiveness to performance feedback within a team environment is essential
• Proficiency with Microsoft Office Suite and other relevant software applications
• 20–30% travel within the United States
• Candidate must reside or relate to Houston, TX

Benefits

• 100% employer-paid medical/dental premiums for single coverage
• 401(k) matching
• PTO
• Company-provided life insurance and disability
• Onsite gym and group fitness classes
• Paid covered parking
• Daily allowance for onsite café and Starbucks