Tax Credits & Incentives Advisory Associate

C010 Cherry Bekaert Advisory LLC; New Mexico; 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

Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert Advisory LLC in the United States is seeking a Tax Credits and Incentives Advisory Staff to support engagements in R&D tax credits, employee retention credits, and other federal incentive services. You will gather data, analyze credits, and prepare deliverables for clients, coordinating with tax and technical teams.

The role requires strong analytical skills, willingness to travel to client sites, and a commitment to professional development within a collaborative firm.

Qualifications

• Master's degree (preferred) in accounting or Bachelor's with 150 hours.
• 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.

Responsibilities

• Serve clients on federal credits and incentives engagements.
• Develop technical skills in a given industry to solve complex issues.
• Interview technical personnel and review memoranda to support credits.
• Lead the assembly of final client deliverables and coordinate with tax/technical teams.
• Support engagement teams with data collection and status updates.

Skills

R&D tax credits

Depreciation

Cost segregation

Fixed asset review

Software development costs

Education

Master's degree (preferred) in accounting

Bachelor's with 150 hours

Job description

Cherry Bekaert Advisory LLC in the United States is seeking a Tax Credits and Incentives Advisory Staff to support engagements in R&D tax credits, employee retention credits, and other federal incentive services. You will gather data, analyze credits, and prepare deliverables for clients, coordinating with tax and technical teams.

The role requires strong analytical skills, willingness to travel to client sites, and a commitment to professional development within a collaborative firm.