R&D Tax Credits & Incentives Associate

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

Benefits offered by this job

Annual bonus

Medical, dental, and vision insurance

Disability and life insurance

Generous Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert Advisory LLC, Nashville-based Tax Credits and Incentives Advisory (TCIA) team, seeks a Staff to work on federal credits and incentives engagements and develop technical skills. The role involves interviewing tech personnel, organizing client data, and guiding engagement status with cross-functional teams.

Ideal candidates hold a Master’s in accounting (or 150 hours) with interest in R&D incentives, depreciation/cost segregation, and software development costs, plus willingness to

Qualifications

• Master's degree in accounting or Bachelor's with 150 hours is 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 and strong PM 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

Employee retention credits

Federal and state incentives

Depreciation & capitalization

Software development costs

Education

Master's degree in accounting

150 hours Bachelor's

Job description

Cherry Bekaert Advisory LLC, Nashville-based Tax Credits and Incentives Advisory (TCIA) team, seeks a Staff to work on federal credits and incentives engagements and develop technical skills. The role involves interviewing tech personnel, organizing client data, and guiding engagement status with cross-functional teams.

Ideal candidates hold a Master’s in accounting (or 150 hours) with interest in R&D incentives, depreciation/cost segregation, and software development costs, plus willingness to