- Competitive compensation and benefit packages including medical, dental, vision, life insurance, short term disability, identity protection and 401(k) retirement plan
- 3 weeks paid vacation
- 8 paid holidays and week between 12/25-1/1 off with pay
- 12 weeks paid maternity leave / 2 weeks paternity leave
- Our supportive team will work with you to develop and support your career goals
- Be part of a knowledgeable, growing, high-achieving and fun team
- Identify areas of qualified client activities and perform qualification analysis to validate or refine research expenses.
- Conduct virtual and in person technical client interviews related to employee activities, projects, data analysis, and business operations.
- Calculate federal and state R&D tax credits.
- Develop study methodologies tailored to each client's specific needs.
- Draft customized client deliverables, including executive summaries and technical memos.
- Develop valuable and lasting client relationships through excellent communication, meeting deadlines and expectations, and presentation of client deliverables.
- Assist with R&D Associate training as requested.
- Actively solicit referral and references from clients.
- Additional duties and responsibilities as assigned, including heightened working hours during regular tax seasons.
- Ability to work autonomously and within a team.
- Excellent written and verbal communication skills.
- Highly organized and detail oriented with the ability to prioritize, plan, and organize activities.
- Proficient in Microsoft Outlook, Word, Excel, and PowerPoint.
- Ability to provide excellent customer service, including patience, a friendly attitude, empathy towards internal/external stakeholders, and with the appropriate sense of urgency.
- Strong problem solving and troubleshooting skills.
- Strong analytical skills and reasoning abilities.
- Willingness to change to meet organizational needs.
- Ability to process and maintain confidentiality while processing sensitive data.
- Ability to recognize when an incident needs to be escalated.
- Bachelor's degree in Finance, Accounting, or Business preferred, but not required.
- 2+ years' customer service experience.
- 2+ years' R&D project management experience.
-
Senior Associate
1 week ago
Brookfield Asset Management, Inc Houston, TX, United StatesLocation · Two Allen Center Smith Street · Business - Reinsurance · Brookfield's publicly traded Reinsurance business, Brookfield Reinsurance Partners Ltd., is a newly formed division of Brookfield focused on providing capital-based solutions to insurance companies and their s ...
-
Senior Associate
1 week ago
FORVIS, LLP Houston, United StatesSenior Associate | Private Client · Location: Houston, TX, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local commu ...
-
Senior Associate
4 days ago
IQ-EQ Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Associate
6 days ago
IQ-EQ Houston, United StatesJob Description · Job Description Company Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administr ...
-
Senior Associate
1 week ago
Knewin Houston, United StatesCompany Description · IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regula ...
-
Senior Tax Associate
1 week ago
Murray Resources Houston, United StatesCollaborate with tax team to implement the continuously expanding vision of the tax department of our firm. Review individual, trust, estate, S corporation, partnership, and state returns prepared by our team of tax professionals. Prepare forms to co Tax, Associate, Senior, Clien ...
-
Tax Senior Associate
1 week ago
Weaver Houston, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Tax Senior Associate
1 week ago
Weaver Houston, United StatesThe Weaver Experience · Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative and entr ...
-
Tax Senior Associate
1 week ago
Calvetti Ferguson Houston, United StatesThe Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thri ...
-
Senior Tax Associate
1 week ago
Recooty Houston, United StatesWe seek a Tax Senior Associate who will review tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients, whether public or private. · As the Senior Tax Associate, your duties will include corporate taxation, consolidated returns, S-C ...
-
Senior Tax Associate
1 week ago
Andersen Houston, United StatesUnlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen · At Andersen, we don't just offer a career; we provide a thrilling expedition into the world of Tax, Valuation, and Business Advisory. We stand as a trailblazing force with the most extensive g ...
-
Audit Senior Associate
1 week ago
PKF Texas Houston, United StatesIf you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. · Audit Senior Associate · Full Time · Houston, TX, US · 11 days ago · Requisition ID: 1094 · PKF Texas is actively seek ...
-
Tax Senior Associate
1 week ago
FORVIS, LLP Houston, United StatesTax Senior Associate · Location: Houston, TX, USA · Apply · Company Profile: · At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This ...
-
Senior Tax Associate
1 week ago
Spark Talent Inc Houston, United StatesJob Description · Job Description · Senior Tax Associate · Position Summary: · Seeking a Senior Tax Associate to join their Houston, TX office. Their associates have the opportunity to work with a variety of clients in industries such as manufacturing, construction, dealershi ...
-
Senior Tax Associate
1 week ago
Calvetti Ferguson Houston, United StatesThe Tax Senior Associate plays a critical role on the engagement team that is both internal and client facing. We foster a culture of excellence that emphasizes collaboration, innovation, entrepreneurial thinking, and exceptional client service. The successful candidate will thri ...
-
Tax Senior Associate
1 week ago
Pannell Kerr Forster of Texas, PC Houston, United StatesJob Description · Job Description · PKF Texas is actively seeking a Tax Senior Associate. This position reports directly to our Tax Managers, Tax Senior Managers and Directors and works collaboratively with the members of our expanding tax team. The Tax Senior Associate perform ...
-
Senior Tax Associate
2 weeks ago
Hire Resolve USA Houston, United StatesHire Resolve's client, a well-established law firm specializing in taxation law, is seeking a Senior Tax Associate to join their team. This is an excellent opportunity for an experienced tax professional with a background in the legal industry. · As a Senior Tax Associate, you w ...
-
Audit Senior Associate
1 week ago
Pannell Kerr Forster of Texas, PC Houston, United StatesJob Description · Job Description · PKF Texas is actively seeking an Audit Senior Associate to serve on a variety of audit engagement teams. The Audit Senior Associate must be able to handle more complex assignments than the Associate, begin to learn the complete process of man ...
-
Senior Tax Associate
1 week ago
German American Chambers of Commerce Houston, United StatesDescription · We are currently seeking a Senior Tax Associate to join our practice in Houston, TX. You will work with a select team providing tax compliance services to predominately manufacturing and distribution clients. You must be able to manage projects, work under time pres ...
-
Senior Tax Associate
1 week ago
Mary Ann Markowitz & Associates Houston, United StatesJob Description · Job Description · We seek a Tax Senior Associate who will review tax compliance engagements, tax planning, and tax provisions for both enterprise and individual clients, whether public or private. · As the Senior Tax Associate, your duties will include corpor ...
R&D Senior Associate - Houston, United States - CTI III LLC
Description
Job Description
Job DescriptionDescription:WHO WE ARE:
At Corporate Tax Incentives (CTI), we specialize in helping our clients take full advantage of tax credits and incentives which provide direct financial savings, so their businesses can thrive. Since 2001 we've earned a reputation as the top provider in maximizing tax incentives and credits, as well as providing unsurpassed customer service to our clients.
As a R&D Senior Associate at CTI, you will join a team that leverages the Company's proprietary tax software to provide an accurate and efficient tax study with superior quality which maximizes business boosting benefits. Our roster of clients includes companies of all industries and sizes such as engineering, manufacturing, software, architecture, restaurants, wineries, and breweries.
Working with us means you are joining a culture of continuous communication, inclusion, and feedback from all levels of the organization.
WE TAKE CARE OF OUR PEOPLE
CTI is an Equal Opportunity Employer and believes diversity and inclusion among our teammates is above all the right thing to do and critical to our success. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. All employment decisions will be based on merit, competence, performance, and business needs.
Requirements:WHAT YOU WILL DO
The R&D Senior Associate is responsible for managing and overseeing multiple R&D client studies from start to finish. The R&D Senior Associate is the main point of contact for clients and is responsible for the execution of all stages of the study.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
WHAT YOU WILL NEED
EDUCATION AND EXPERIENCE
We want individuals who are looking for their next career, not just a paycheck. If our opportunity sounds exciting, please apply through our careers page
This role is hybrid preferred at our Houston or Folsom office.