Associate
The Associate role at Confidential Client supports the R&D Tax Credit team by gathering and analyzing technical and financial data to prepare accurate tax credit studies. This position involves collaborating with engineers, scientists, and finance professionals to document qualified research activities and assist in tax credit claim preparation, with opportunities for professional growth and client interaction within months. The role offers a hybrid work environment and emphasizes learning federal and state R&D tax credit regulations while contributing to process improvements and client communications.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
What You’ll Do
Confidential Client is hiring a Research Tax Credit Associate to join an R&D tax credit practice in Houston, TX. This is an entry-level / early-career role where you will support project teams in preparing R&D tax credit studies, gather and analyze technical and financial documentation, and learn the end-to-end process for claiming federal and state R&D incentives.
- Support consultants and managers in preparing 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 finance stakeholders to clarify activities and costs
- Learn and apply federal and state R&D tax credit rules and documentation standards
- Track time, project activity, and client data in Salesforce (or similar CRM)
- Assist with preparation of Form 6765 and supporting schedules
- Participate in internal training and contribute to process improvements
- Progress, through training, to direct client contact within ~3–4 months
Qualifications
- Bachelor’s degree in business, accounting, economics, engineering, or another STEM-related field
- Strong written and verbal communication skills
- High attention to detail and ability to manage multiple tasks and deadlines
- Comfortable working collaboratively in cross-functional teams
- Interest in tax incentives, R&D, or consulting and a strong desire to learn
- Willingness to work a hybrid schedule and travel up to 25% as needed
Preferred Qualifications
- Internship or entry-level experience in tax, accounting, consulting, or engineering
- Familiarity with R&D tax credits or other government incentive programs
- Experience using Salesforce or similar CRM systems
Why You’ll Join Our Client / Benefits
- Estimated salary: $81,389 per year (estimated)
- Hybrid schedule: 3 days in-office (Galleria area, Houston), 2 days remote
- Convenient office location in Houston’s Galleria district with paid garage parking provided
- Free on-site gym and wellness amenities
- Strong professional development, continuing education, and mentoring from experienced practitioners
- Collaborative, inclusive culture focused on innovation and career growth
- Full-time employment
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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