Tax Credits & Incentives Advisory Associate

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

Benefits offered by this job

Annual bonus

Medical, dental, and vision

Retirement plans

Paid Time Off

Job summary

Cherry Bekaert Advisory LLC is seeking a Tax Credits and Incentives Advisory Staff to support federal credits and incentives engagements, including R&D tax credits, employee retention credits, and related services. The role emphasizes technical development, client data review, and leading final deliverables.

The role requires a Master’s degree (preferred) or a Bachelor's with 150 hours, with interest in depreciation/cost segregation and ability to travel to client sites.

Qualifications

• Master's in accounting (preferred) or Bachelor's with 150 hours and GPA 3.0/4.0+ preferred.
• Interest in R&D tax incentives and federal/state incentives.
• Interest in depreciation, capitalization, fixed asset review, and software development costs is desired.
• Ability to travel to client sites as needed.
• Strong project management and organizational skills.

Responsibilities

• Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive services.
• Develop technical skills in a given industry/service offering to solve complex issues.
• Interview technical personnel and review memoranda to support credits and incentive opportunities.
• Manage the review and organization of sources of client data for credit and incentives analysis.
• Lead the assembly of the final client deliverables and support engagements.

Skills

R&D tax incentives

Depreciation & capitalization

Project management

Travel readiness

Education

Master's degree in accounting (preferred)

Bachelor's degree + 150 hours

Tools

N/A

Job description

Cherry Bekaert Advisory LLC is seeking a Tax Credits and Incentives Advisory Staff to support federal credits and incentives engagements, including R&D tax credits, employee retention credits, and related services. The role emphasizes technical development, client data review, and leading final deliverables.

The role requires a Master’s degree (preferred) or a Bachelor's with 150 hours, with interest in depreciation/cost segregation and ability to travel to client sites.