About the Role
Cherry Bekaert's Tax Credits and Incentives Advisory (TCIA) team is seeking a Tax Credits and Incentives Advisory Staff to serve clients on federal credits and incentives engagements, including R&D tax credit/deduction analyses and employee retention credits. This role involves developing technical skills, interviewing personnel, managing client data, supporting engagement teams, serving as a client point-of-contact, leading deliverable assembly, and evaluating complex scenarios.
Responsibilities
- Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive service offerings
- Develop technical skills in a given industry/service offering to solve complex issues
- Interview technical personnel and reviewing memoranda to support the credits and incentive opportunities
- Manage the review and organization of sources of client data for credit and incentives analysis
- Support engagement teams by identifying current project status and next steps for the engagement
- Serve as the lead point-of-contact for client personnel with both tax and technical backgrounds
- Lead the assembly of the final client deliverables
- Support the evaluation of complex scenarios involving various credits and incentives opportunities
Requirements
- Ability to travel to client sites as needed
- Candidates must demonstrate eligibility to work in the United States.
- Cherry Bekaert will not provide work sponsorship for this position.
Skills
- Interest in R&D tax incentives, federal and state incentives, and employee retention credits
- Interest in depreciation and capitalization; fixed asset review; cost segregation; software development costs is desired
- Ability to participate in all aspects of engagement strategic planning initiatives
- Strong project management and organizational skills
Location
- Remote
- Hybrid
- Onsite
Work Type
- Full-time
Experience Level
- Staff
Education Level
- Master's degree (preferred) in accounting or Bachelor’s with 150 hours
- Cumulative GPA of 3.0/4.0 or above preferred
Salary/Compensations
- $66,000 - $76,000
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
About the Company
- Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients.
- Cherry Bekaert creates shared success through teamwork, energy, and expertise.
- Cherry Bekaert approaches today’s toughest business challenges with a client-first mindset, working together to create exceptional value.
- Cherry Bekaert is committed to making a difference for its people, clients, community, and professions.
- Cherry Bekaert provides opportunities for growth and development.
- Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally.
- Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.
Equal Opportunity
- Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws.
