January 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Austin at Cherry Bekaert | Austin, TX, US | Rezi

January 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Austin at Cherry Bekaert

January 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Austin

Cherry Bekaert · Austin, TX, US

4 days ago

January 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Austin

Cherry Bekaert · Austin, TX, US

4 days ago
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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.