R&D Tax Credits Advisory Staff

Financeroles; Nashville (TN); On-site; USD 66,000 - 76,000; Full time

Job summary

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team seeks staff to support engagements involving federal credits such as R&D tax credits, employee retention credits, and related incentives. You will collaborate with clients and internal teams, develop technical skills, and help assemble final deliverables.

Ideal candidates hold a relevant advanced degree, have interest in incentives, and can travel to client sites as needed, contributing to the team’s growth and client value.

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 engagement strategic planning initiatives with 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 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

Project management

Organizational skills

Travel to client sites

Education

Master's degree or Bachelor's +150 hours

Job description

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team seeks staff to support engagements involving federal credits such as R&D tax credits, employee retention credits, and related incentives. You will collaborate with clients and internal teams, develop technical skills, and help assemble final deliverables.

Ideal candidates hold a relevant advanced degree, have interest in incentives, and can travel to client sites as needed, contributing to the team’s growth and client value.