Tax Credits & Incentives Advisory Staff — R&D Focus

Cherry Bekaert; Austin (TX); On-site; USD 66,000 - 76,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Retirement plans

Job summary

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is growing and seeks a Staff to work on federal credits and incentives engagements, including R&D credits and employee retention credits.

You'll develop technical skills, interview personnel, manage client data, and support engagement teams while serving as the lead contact for diverse client stakeholders and assembling final deliverables. Some travel to client sites is required.

Qualifications

• Master’s degree in accounting or Bachelor’s with 150 hours preferred.
• 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 desired.

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

Project management

Organizational skills

Travel willingness

R&D incentives knowledge

Client-facing

Education

Master’s degree

Bachelor’s with 150 hours

Job description

Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is growing and seeks a Staff to work on federal credits and incentives engagements, including R&D credits and employee retention credits.

You'll develop technical skills, interview personnel, manage client data, and support engagement teams while serving as the lead contact for diverse client stakeholders and assembling final deliverables. Some travel to client sites is required.