R&D Tax Credits Advisory Associate

Cherry Bekaert LLP; Austin, Northern (TX, KY); Hybrid; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical/Dental/Vision insurance

Paid Time Off

Job summary

Cherry Bekaert LLP in Austin, TX is seeking a Tax Credits and Incentives Advisory Staff to help serve clients on federal credits and incentives engagements, including R&D tax credits, employee retention credits, and related work. You will develop technical skills, interview personnel, manage data sources, support engagement teams, and lead client deliverables, with travel as needed.

A Master’s degree is preferred or a Bachelor’s with 150 hours, with interest in incentives and strong planning

Qualifications

• Master's degree in accounting (preferred) or Bachelor's with 150 hours.
• 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.

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

Skills

R&D tax incentives

Employee retention credits

Federal and state incentives

Depreciation and capitalization

Project management

Education

Master's degree in accounting (preferred)

Bachelor's degree + 150 hours

Job description

Cherry Bekaert LLP in Austin, TX is seeking a Tax Credits and Incentives Advisory Staff to help serve clients on federal credits and incentives engagements, including R&D tax credits, employee retention credits, and related work. You will develop technical skills, interview personnel, manage data sources, support engagement teams, and lead client deliverables, with travel as needed.

A Master’s degree is preferred or a Bachelor’s with 150 hours, with interest in incentives and strong planning