Tax Credits & Incentives Advisory Associate

Cherry Bekaert LLP; Coral Gables, Northern (FL, KY); Hybrid; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Paid Time Off

Retirement plans

Job summary

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is expanding in the United States. You will advise clients on federal credits and incentives, build technical expertise, interview specialists, and manage data sources for analyses while coordinating deliverables for complex tax incentive opportunities.

Ideal candidates have advanced accounting education, a strong interest in R&D incentives and depreciation/cost segregation, and solid project management skills.

Qualifications

• Master's degree (preferred) in accounting or Bachelor’s with 150 hours Cumulative GPA of 3.0/4.0 or above 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 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 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

Project management

Organizational skills

Travel ability

Education

Master's degree in accounting

Bachelor’s degree with 150 hours

Job description

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is expanding in the United States. You will advise clients on federal credits and incentives, build technical expertise, interview specialists, and manage data sources for analyses while coordinating deliverables for complex tax incentive opportunities.

Ideal candidates have advanced accounting education, a strong interest in R&D incentives and depreciation/cost segregation, and solid project management skills.