Full-Time

AI Market Intelligence Lead

alliantgroup

alliantgroup

1,001-5,000 employees

R&D tax credits and incentive consulting

No salary listed

Houston, TX, USA

In Person

Preferred candidate will reside in or relocate to Houston.

Bachelor's

Category
Project & Program Management (1)
Required Skills
Agile
Six Sigma
JIRA
Risk Management
Asana

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Requirements
  • A bachelor's degree in Business Administration, Management, Operations, Project Management, or a related field is required.
  • Five to eight years of experience in professional services, consulting, business operations, strategic planning, project management, or Chief of Staff functions is required.
  • Demonstrated success leading complex, cross-functional enterprise initiatives in a fast-paced, matrixed environment is required.
  • Strong project and program management skills are required, including prioritizing competing workstreams, managing dependencies, meeting deadlines, and adapting to changing business priorities.
  • Excellent organizational, analytical, and problem-solving abilities are required, including experience developing executive-level reporting, dashboards, and performance metrics.
  • Exceptional communication and executive presentation skills are required, including the ability to influence stakeholders without direct reporting authority.
  • Proficiency with project management and collaboration tools such as Microsoft Project, Smartsheet, Monday.com, Asana, Jira, or similar platforms is required.
  • The candidate must be receptive to performance feedback and committed to working effectively in a team environment.
Responsibilities
  • Partner with executive leadership to execute the organization's strategic priorities and long-term business objectives.
  • Develop project plans, timelines, milestones, and success metrics for enterprise initiatives.
  • Track progress across multiple initiatives, proactively identify risks, and drive resolution.
  • Ensure strategic priorities remain aligned across all business units and consulting service lines.
  • Serve as the central point of coordination for executive initiatives and organizational priorities.
  • Hold cross-functional teams accountable for commitments, deliverables, and deadlines.
  • Facilitate executive meetings, including preparing agendas, documenting action items, and monitoring follow-through.
  • Develop executive dashboards and key performance indicator reporting to provide visibility into organizational performance.
  • Lead cross-functional projects from planning through implementation.
  • Coordinate resources across consulting, operations, technology, finance, marketing, human resources, and business development.
  • Identify dependencies, manage competing priorities, and maintain project momentum.
  • Implement project management best practices that improve execution and organizational efficiency.
  • Build relationships across departments to improve communication, ensure stakeholder buy-in, and drive organizational alignment.
  • Facilitate collaboration and decision-making among business leaders to drive execution of enterprise-wide initiatives.
  • Advise and assist executives with organizational planning, change management, and operational decision-making.
  • Foster a culture of accountability, transparency, and continuous improvement.
  • Identify opportunities to improve organizational processes, workflows, and resource utilization.
  • Drive operational efficiencies through process optimization and technology adoption.
  • Develop reporting tools that measure initiative success and organizational effectiveness.
  • Support special projects and executive priorities as business needs evolve.
Desired Qualifications
  • Project Management Professional certification, Agile certification, Lean Six Sigma certification, or a similar certification is preferred.
  • The preferred candidate will reside in or relocate to Houston.

alliantgroup provides tax and management consulting services to help small and mid-sized businesses identify and claim government tax credits, such as the Research and Development (R&D) Tax Credit. To do this, a multidisciplinary team of engineers, scientists, and tax attorneys uses proprietary AI tools to analyze a company's projects, document qualifying activities, and manage the entire filing process. Unlike many competitors, the firm employs former IRS commissioners and technical experts to provide audit defense and partners directly with CPA firms to offer specialized knowledge. The firm's goal is to ensure that smaller businesses have the same access to financial incentives as large corporations to help them reinvest in their growth and operations.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Houston, Texas

Founded

2001

Get referred to alliantgroup

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • The company expanded its BHM CPA Group partnership in February 2025.
  • alliant hosted Think Tank 2026 with 100 clients, signaling active demand.
  • Hiring Kristofer Low for AI Solutions in 2026 strengthens its AI push.

What critics are saying

  • alliantgroup sued ABGi USA in 2025 over alleged trade-secret theft.
  • A 2026 Defend Trade Secrets Act case against Onshore Technologies adds litigation drag.
  • Indeed’s 2.4 rating and repeated complaints about toxic management damage recruiting.

What makes alliantgroup unique

  • Former IRS leaders Danny Werfel and Mark Everson sit on alliant's advisory board.
  • alliant pairs tax credits with audit defense and CPA-firm partnerships.
  • Its alliantTech and AI offerings broaden the firm beyond R&D credits.

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Benefits

Health Insurance

401(k) Retirement Plan

PTO

company provided life insurance and disability

onsite gym and group fitness classes

paid covered parking

Daily allowance for onsite café and Starbucks

Growth & Insights and Company News

Headcount

6 month growth

-4%

1 year growth

-4%

2 year growth

-4%
PR Newswire
Jun 10th, 2025
Alliant Expands Strategic Expertise With Former Irs Commissioner Danny Werfel

"I'm deeply proud to be joining alliant's Strategic Advisory Board and doing my part to grow what is already an impressive business. This is such a unique organization, but what attracted me was the steadfast commitment to American businesses and people." - Danny Werfel

VentureBeat
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Forbes
Oct 27th, 2023
Congressional Backlog Ramifications For The Farm Bill

The gavel has finally been passed to a permanent speaker in the House of Representatives. Time will . [+] tell how much progress can be made on the backlog of important legislative actions including the Farm Bill Getty ImagesThe House of Representatives was without a Speaker for 21 days, and so there is now a significant backlog of legislative business left to be addressed.It is not yet clear how much can be accomplished given the atmosphere of intra- and inter-party conflict that still prevails. The Farm Bill is one of the many pieces of standard congressional business that has been on hold, but when the funding of the entire government needs to be at least extended, and when responses are required for multiple international conflicts, it seems likely that there could be delays.For decades the Farm Bill has been an omnibus package of laws about new and existing agriculture or nutrition programs (e.g. SNAP). If congress is not able to draft and pass a new Farm Bill before the end of the year, they may instead pass an extension of the current bill and deal with it in 2024

PR Newswire
Oct 4th, 2023
Alliantgroup Welcomes Former Irs Deputy Commissioner Of Small Business, Darren Guillot, To Its Strategic Advisory Board

"I am staunchly pro-SMB because the tax code exists to make U.S. businesses more competitive. I'm thrilled I can continue to educate them on not only what incentives they need to be claiming, but also how to claim them properly under the Service's standards," said Guillot. .

PR Newswire
Sep 15th, 2023
Alliantgroup Vice Chairman And Former Irs Commissioner, Mark Everson Statement On Today'S Irs Announcement On Erc

alliantgroup Vice Chairman and Former IRS Commissioner, Mark Everson Statement on Today's IRS Announcement on ERC: At alliantgroup we have helped thousands of taxpayers claim this important benefit. That said, we have also screened out thousands of potential claimants who don't qualify for the Employee Retention Credit. In too many instances other so-called experts have then stepped in and assisted them in securing monies from the government under the flimsiest of justifications. This dynamic is damaging the tax community. alliantgroup fully supports the moratorium on processing new claims announced by Commissioner Werfel.HOUSTON, Sept. 14, 2023 /PRNewswire-PRWeb/ -- alliantgroup Vice Chairman and Former IRS Commissioner, Mark Everson Statement on Today's IRS Announcement on ERC:At alliantgroup we have helped thousands of taxpayers claim this important benefit