Research Tax Credit Manager

Job Title: Manager, (RTC) Research Tax Credit

Location: Houston, TX (Hybrid: 3 days in office, 2 days remote)

Department: Research & Development

Reports to: Director, Tax

Employment Type: Full-Time

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.

About the Role

We are seeking an experienced and strategic **Manager of Research Tax Credit (RTC)** to lead complex R&D tax credit studies, mentor junior team members, and contribute to operational excellence. Reporting to the Director, you will serve as a subject matter expert across a diverse range of clients and industries, manage key client relationships, and support leadership in driving department initiatives. This is a high-impact, client-facing role requiring exceptional project management, technical tax knowledge, and leadership capabilities.

Responsibilities (A Day in the Life)

· Serve as a subject matter expert (SME) for R&D tax credit studies across multiple industries and clients.

• Independently manage a portfolio of client projects, ensuring scope, budget, and timeline adherence.

• Provide mentorship and training to Associates and Senior Associates in collaboration with senior leadership.

• Ensure quality and consistency of RTC study processes and deliverables.

• Track and log all activities in Salesforce CRM on a daily (preferred) or weekly basis.

• Partner with technical and financial professionals including engineers, CPAs, attorneys, and MBAs to conduct in-depth analyses.

• Lead or assist in the analysis of complex technical and financial data for R&D credit qualification.

• Author and review comprehensive technical documentation to support tax claims.

• Educate clients on SR&ED regulations and industry best practices.

• Support departmental initiatives focused on improving efficiency, standardization, and knowledge sharing.

• Finalize cost analyses and ensure compliance with SR&ED requirements across provinces.

• Prepare and review the T661 tax form and other supporting documents.

• Liaise with CRA and clients to monitor and manage claim progress.

• Lead the invoicing and billing process for assigned projects.

Basic Qualifications

• Minimum of 1+ years of experience with R&D Tax Credits and government tax incentive programs.

• Bachelor’s degree in accounting, business, economics, or a related field from an accredited institution.

• Demonstrated expertise in R&D tax credit processes, client engagement, and technical documentation.

• Strong command of tax law, regulatory requirements, and industry developments.

• Excellent written and verbal communication skills.

• Strong project management skills with a track record of delivering complex engagements.

• Ability to travel up to 25% as needed.

Preferred Qualifications

• Experience using Salesforce CRM or similar platforms.

• Advanced degree such as MBA, JD, or LLM is highly preferred.

• Proven experience mentoring and developing junior professionals.

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!

At ABGi we believe sharing is growing. We believe that your growth is our growth. We invest in you. We are a collaborative environment and built from a core set of beliefs that diverse minds, backgrounds and skill sets bring an unparalleled employee experience; thus translating to an exclusive and shared experience to our clients.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. All qualified applicants will receive consideration for employment without regard to any protected characteristic under applicable law.