Tax Credits & Incentives Advisory Associate

C010 Cherry Bekaert Advisory LLC; Coral Gables (FL); On-site; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision care

Disability insurance

Life insurance

Paid time off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert is expanding its Tax Credits and Incentives Advisory team in the United States. The Tax Credits and Incentives Advisory Staff will work on federal credits, including R&D tax credits, and other incentive services, supporting engagements from data collection to deliverables.

The role emphasizes developing technical skills, collaborating with cross-functional teams, and traveling to client sites as needed. Competitive compensation and comprehensive benefits accompany this opportunity.

Qualifications

• Interest in R&D tax incentives, federal and state incentives, and employee retention credits.
• Ability to participate in all aspects of engagement planning and have strong project management skills.
• Willingness 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 review 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 incentives

Employee retention credits

Project management

Education

Master's degree in accounting

Bachelor's degree + 150 hours

Job description

Cherry Bekaert is expanding its Tax Credits and Incentives Advisory team in the United States. The Tax Credits and Incentives Advisory Staff will work on federal credits, including R&D tax credits, and other incentive services, supporting engagements from data collection to deliverables.

The role emphasizes developing technical skills, collaborating with cross-functional teams, and traveling to client sites as needed. Competitive compensation and comprehensive benefits accompany this opportunity.