R&D Tax Credits Advisory Associate

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

Job summary

Cherry Bekaert LLP is seeking a Tax Credits and Incentives Advisory Staff to support federal and state credits and incentives engagements. You will develop technical knowledge, interview personnel, and organize client data to enable timely deliverables.

You will serve as a primary liaison with clients, help assemble final deliverables, and assist in evaluating complex credit scenarios. A strong foundation in accounting and incentives is preferred.

Qualifications

• Master's degree (preferred) in accounting or Bachelor’s with 150 hours.
• GPA 3.0/4.0 or above 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.

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

Tax credits analysis

Project management

Client communication

Travel willingness

Education

Master's degree (preferred)

Bachelor's degree + 150 hours

GPA 3.0/4.0 or higher

Job description

Cherry Bekaert LLP is seeking a Tax Credits and Incentives Advisory Staff to support federal and state credits and incentives engagements. You will develop technical knowledge, interview personnel, and organize client data to enable timely deliverables.

You will serve as a primary liaison with clients, help assemble final deliverables, and assist in evaluating complex credit scenarios. A strong foundation in accounting and incentives is preferred.