Tax Credits & Incentives Advisory Specialist

Cherry Bekaert LLP; Nashville (TN); Hybrid; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental and vision

Paid time off

Retirement plans

Job summary

Cherry Bekaert’s TCIA team is expanding, seeking a Staff to work on federal credits and incentives engagements. You will develop technical skills, interview personnel, and manage data sources to support credits analysis with frequent client interaction.

The role requires a Master's in accounting (preferred) or 150 hours, interest in incentives, and travel to client sites as needed. Competitive pay and benefits accompany the opportunity to grow within a national advisory firm.

Qualifications

• Master's degree in accounting (preferred) or 150‑hour Bachelor’s with GPA 3.0/4.0+.
• Interest in R&D tax credits, federal and state incentives, and employee retention credits.
• Interest in depreciation and capitalization; software development costs is desired.
• Ability to participate in all aspects of engagement planning and have strong project management.
• Ability to travel to client sites as needed.

Responsibilities

• Serve clients on federal credits and incentives engagements including R&D tax credits and employee retention credits.
• Develop 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

Federal/state incentives

Depreciation & capitalization

Software development costs

Project management

Education

Master's degree in accounting (preferred) or 150-hour Bachelor’s

Bachelor’s degree + 150 hours

Job description

Cherry Bekaert’s TCIA team is expanding, seeking a Staff to work on federal credits and incentives engagements. You will develop technical skills, interview personnel, and manage data sources to support credits analysis with frequent client interaction.

The role requires a Master's in accounting (preferred) or 150 hours, interest in incentives, and travel to client sites as needed. Competitive pay and benefits accompany the opportunity to grow within a national advisory firm.