Tax Credits & Incentives Advisory Analyst

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

Benefits offered by this job

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Generous Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is expanding. As a Tax Credits and Incentives Advisory Staff, you will work on federal credits and incentives engagements including R&D tax credits and employee retention credits, while building your technical acumen and leading client deliverables.

You will interview technical personnel, manage data sources, and coordinate with engagement teams to drive successful outcomes for diverse clients across industries.

Qualifications

• Master's degree preferred in accounting or Bachelor's with 150 hours; GPA 3.0/4.0 or higher 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 planning 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 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

Federal & state incentives

Employee retention credits

Project management

Education

Master's degree in accounting

Bachelor's + 150 hours

GPA 3.0/4.0 or higher

Job description

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is expanding. As a Tax Credits and Incentives Advisory Staff, you will work on federal credits and incentives engagements including R&D tax credits and employee retention credits, while building your technical acumen and leading client deliverables.

You will interview technical personnel, manage data sources, and coordinate with engagement teams to drive successful outcomes for diverse clients across industries.