R&D Tax Credits & Incentives Advisor (Staff)

Financeroles; Coral Gables (FL); On-site; USD 66,000 - 76,000; Full time

Job summary

Cherry Bekaert is seeking a Tax Credits and Incentives Advisory Staff in the United States. The role focuses on federal credits and incentives engagements such as R&D credits, employee retention credits, and related incentive services.

Preferred qualifications include a Master’s in accounting or 150-hour CPA track, plus interest in depreciation, capitalization and cost segregation. Travel to client sites is expected as needed.

Qualifications

• Master's degree (preferred) in accounting 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.
• 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 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

Federal & state incentives

Employee retention credits

Depreciation & capitalization

Project management

Education

Master's degree in accounting

Bachelor’s with 150 hours

Job description

Cherry Bekaert is seeking a Tax Credits and Incentives Advisory Staff in the United States. The role focuses on federal credits and incentives engagements such as R&D credits, employee retention credits, and related incentive services.

Preferred qualifications include a Master’s in accounting or 150-hour CPA track, plus interest in depreciation, capitalization and cost segregation. Travel to client sites is expected as needed.