R&D Tax Credit Advisory Senior Associate — Remote

Cherry Bekaert LLP; Norcross (GA); Hybrid; USD 84,000 - 135,000; Full time

Job summary

Cherry Bekaert LLP is seeking an R&D Senior Associate to deliver tax consulting related to the Research and Development Tax Credit, including capitalization and amortization under IRC Section 174. The role involves understanding software development concepts and conducting technical interviews to document qualifying activities.

The ideal candidate has accounting firm experience with IRC Section 41 credits, plus recent software/engineering exposure, and a strong emphasis on communication and

Qualifications

• Prior experience from an accounting firm working with clients and the IRC Section 41 research credit.
• Recent industry experience in software development, consulting, or engineering preferable.
• Bachelor's degree in Computer Science / Engineering, Technology, Information Systems, Accounting or Finance
• Knowledge of common computer infrastructure concepts, web-based or n-tiered architectures, performance tuning of databases and middleware
• An inquisitive mind such that you, on your own, continue to educate yourself in your specialty area.
• Written and verbal communication skills adequate to conduct technical interviews with technical management, solution architects, and product owners to gather qualitative details and write up project narratives to summarize findings.
• Strong writing skills to accurately capture and articulate information provided from subject matter experts in a technical interview.

Responsibilities

• Provide tax consulting services as it relates to the Research and Development Tax Credit and the capitalization and amortization rules under IRC Section 174.
• Understand common software development methodologies, programming concepts, architectural design patterns, and popular computer software terms.
• Conduct technical interviews within the context of Section 41 to gather qualitative details as to how client’s work meets the definition of qualifying research activities.
• Review technical documentation to draft project narratives to document how client projects meet Section 41 guidelines.
• Work with team members to scope Research Tax Credit benefits, conduct Research Tax Credit studies, perform tax technical research, and interact with clients in a wide range of industries.
• Create and update costing models in which the business expenditures are tracked and the credits and capitalization amounts are calculated.
• Understand the value of employer time tracking and how it can be integrated into a project.

Skills

R&D tax credit

Client communication

Software development background

Technical interviewing

Technical documentation

Analytical thinking

Education

Bachelor's degree in Computer Science / Engineering, Technology, Information Systems, Accounting or Finance

Job description

Cherry Bekaert LLP is seeking an R&D Senior Associate to deliver tax consulting related to the Research and Development Tax Credit, including capitalization and amortization under IRC Section 174. The role involves understanding software development concepts and conducting technical interviews to document qualifying activities.

The ideal candidate has accounting firm experience with IRC Section 41 credits, plus recent software/engineering exposure, and a strong emphasis on communication and