R&D Tax Credits Advisory Associate

C010 Cherry Bekaert Advisory LLC; Houston (TX); On-site; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

Generous PTO

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert Advisory LLC in the United States is seeking a Tax Credits and Incentives Advisory Staff to serve clients on federal credits and incentives engagements, including R&D tax credits and employee retention credits. You will develop technical skills, interview personnel, and manage data sources to support credit opportunities.

The role requires strong project management, the ability to travel to client sites, and a passion for depreciation, capitalization, and cost segregation in a

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.
• Ability to participate in all aspects of engagement strategic planning initiatives and have strong project management and organizational skills.
• Ability to travel to client sites as needed.

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 your 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

Depreciation & capitalization

Client engagement

Project management

Travel to client sites

Education

Master's degree in accounting

Bachelor's + 150 hours

Job description

Cherry Bekaert Advisory LLC in the United States is seeking a Tax Credits and Incentives Advisory Staff to serve clients on federal credits and incentives engagements, including R&D tax credits and employee retention credits. You will develop technical skills, interview personnel, and manage data sources to support credit opportunities.

The role requires strong project management, the ability to travel to client sites, and a passion for depreciation, capitalization, and cost segregation in a