Senior Associate
Houston, Texas Area
• Managed project teams in all aspects of the implementation of large-format research and development (R&D) tax credit studies for manufacturing, engineering, and construction clients with annual revenues exceeding $300,000,000.• Led hand-selected project teams of up to 10 senior associates and associates through the qualitative and quantitative analysis process to deliver value to the clients.• Managed client relationships with C-level client managers, officers, and owners in all aspects of projects.• Developed innovative, client specific financial modeling approaches to analyze client financials and R&D activities to deliver over $5,000,000 in R&D tax credits to clients.• Conducted more than 20 on-site client visits with C-level client contacts and technical experts to gather and synthesize technical and financial data.• Achieved a return client rate of over 80 percent while also being a top performer in client satisfaction metrics that included repeat engagements, referrals, and acknowledgement of quality work.• Evaluated client activities, financial statements, tax returns, and accounting systems to calculate R&D tax credits by utilizing Microsoft Excel based models. Analyzed various types of contracts and contractual arrangements to determine proper legal rights and ownership of tax assets• Wrote detailed activity reports and created client deliverables highlighting the key R&D activities. • Actively managed over 75 R&D tax credit studies while supervising other employees with similar assignments.• Directly managed and developed 5 junior associates through their time with the company to achieve promotion to senior associate.• Developed and managed project budgets and schedules for projects ranging from $50,000 to $500,000 in fees.