Tax Credits & Incentives Advisory Associate

Financeroles; Atlanta (GA); On-site; USD 66,000 - 76,000; Full time

Job summary

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is expanding. The Tax Credits and Incentives Advisory Staff will serve clients on federal credits and incentives engagements, develop technical skills, interview personnel, and organize data for analyses.

You will support engagement teams, lead client deliverables, and evaluate complex incentive scenarios while traveling to client sites as needed. The firm emphasizes growth, collaboration, and professional development.

Qualifications

• Master’s degree in accounting (preferred) or Bachelor’s with 150 hours is required.
• GPA of 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 strategic planning initiatives and 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 & cost segregation

Project management

Organizational skills

Education

Master's degree in accounting (preferred)

Bachelor’s with 150 hours

GPA 3.0/4.0 or above

Job description

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is expanding. The Tax Credits and Incentives Advisory Staff will serve clients on federal credits and incentives engagements, develop technical skills, interview personnel, and organize data for analyses.

You will support engagement teams, lead client deliverables, and evaluate complex incentive scenarios while traveling to client sites as needed. The firm emphasizes growth, collaboration, and professional development.