Tax Credits & Incentives Advisory Specialist

Cherry Bekaert LLP; Raleigh (NC); On-site; USD 66,000 - 76,000; Full time

Job summary

Cherry Bekaert LLP is expanding its Tax Credits and Incentives Advisory (TCIA) team in the United States. The Staff role focuses on delivering federal credits and incentives engagements, including R&D tax credits and employee retention credits, while building technical skills across industries.

You will manage client data, coordinate deliverables, and serve as the main contact for tax and technical specialists.

Qualifications

• Master's degree preferred in accounting or Bachelor's with 150 hours
• GPA 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 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

Project management

Client communication

Travel to client sites

Education

Master's degree in accounting

Bachelor’s with 150 hours

Job description

Cherry Bekaert LLP is expanding its Tax Credits and Incentives Advisory (TCIA) team in the United States. The Staff role focuses on delivering federal credits and incentives engagements, including R&D tax credits and employee retention credits, while building technical skills across industries.

You will manage client data, coordinate deliverables, and serve as the main contact for tax and technical specialists.