Tax Credits & Incentives Advisory Staff — R&D/ERC Focus

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

Generous Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert is seeking a Tax Credits and Incentives Advisory Staff to support federal credits and incentives engagements, including R&D tax credits and employee retention credits, while developing expertise across industries.

The role involves interviewing technical personnel, organizing client data, and coordinating engagement deliverables with both tax and technical teams. Travel to client sites may be required.

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 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.

Education

Master's degree in accounting

Bachelor's degree with 150 hours

Job description

Cherry Bekaert is seeking a Tax Credits and Incentives Advisory Staff to support federal credits and incentives engagements, including R&D tax credits and employee retention credits, while developing expertise across industries.

The role involves interviewing technical personnel, organizing client data, and coordinating engagement deliverables with both tax and technical teams. Travel to client sites may be required.