August 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Coral Gables

Cherry Bekaert • Coral Gables, FL

2d • Onsite

About The Position

Cherry Bekaert is a leading accounting and consulting firm that provides innovative advisory, assurance, and tax services. The Tax Credits and Incentives Advisory (TCIA) team is expanding. As a Tax Credits and Incentives Advisory Staff member, you will serve clients on federal credits and incentives engagements, including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive services. You will develop technical skills in a specific industry or service offering to address complex issues, interview technical personnel, and review client data. You will also manage the organization of client data, support engagement teams by tracking project status, act as the primary contact for clients with tax and technical backgrounds, lead the creation of final client deliverables, and assist in evaluating complex scenarios involving various credits and incentives.

Requirements

• 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
• Demonstrate eligibility to work in the United States
• Cherry Bekaert will not provide work sponsorship for this position.

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

Benefits

• annual bonus
• medical, dental, and vision care
• disability and life insurance
• generous Paid Time Off
• retirement plans
• Paid Care Leave

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level