Client-Facing Tax Credits & Incentives Advisory Associate

Cherry Bekaert LLP; Tysons (VA); On-site; USD 66,000 - 76,000; Full time

Job summary

Cherry Bekaert LLP is seeking a Tax Credits and Incentives Advisory Staff to work on federal credits and incentives engagements, including R&D tax credits and employee retention credits. The role involves developing technical skills, interviewing personnel, and leading client deliverables with a focus on tax and incentives analysis.

The team emphasizes teamwork, professional development, and a client-first mindset.

Qualifications

• Master's degree in accounting or Bachelor's with 150 hours (preferred).
• GPA 3.0/4.0 or higher preferred.
• 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.
• Strong project management and organizational skills.

Responsibilities

• Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses and other federal credit incentive services.
• Develop technical skills in a given industry/service offering to solve complex issues.
• Interview technical personnel and review 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.

Skills

Project management

Organizational skills

Travel to client sites

Education

Master's degree in accounting

Bachelor’s with 150 hours

Job description

Cherry Bekaert LLP is seeking a Tax Credits and Incentives Advisory Staff to work on federal credits and incentives engagements, including R&D tax credits and employee retention credits. The role involves developing technical skills, interviewing personnel, and leading client deliverables with a focus on tax and incentives analysis.

The team emphasizes teamwork, professional development, and a client-first mindset.