Tax Credits & Incentives Advisory Senior Associate - R&D
About The Position
Cherry Bekaert is seeking an R&D Senior Associate for its Tax Credits & Incentives Advisory team. The role provides tax consulting related to the Research and Development Tax Credit and capitalization and amortization rules under IRC Section 174. The successful candidate will help clients assess qualifying research activities and related benefits, conduct R&D tax credit studies and technical research, and prepare documentation and costing models. The position requires applying Section 41 guidelines to client projects through technical interviews and reviews of technical documentation. The associate will work with team members and clients across a range of industries, including on scoping research tax credit benefits and understanding how employer time tracking can be integrated into a project. The role may be performed in a hybrid arrangement from any Cherry Bekaert office or remotely from within the United States.
Requirements
- Prior experience at an accounting firm working with clients and the IRC Section 41 research credit.
- Bachelor's degree in Computer Science, Engineering, Technology, Information Systems, Accounting, or Finance.
- Knowledge of common computer infrastructure concepts, web-based or n-tiered architectures, and performance tuning of databases and middleware.
- Written and verbal communication skills sufficient to conduct technical interviews with technical management, solution architects, and product owners and to write project narratives summarizing findings.
- Strong writing skills to accurately capture and articulate information from subject matter experts in technical interviews and related technical documentation.
- An inquisitive mindset and willingness to continue learning in the specialty area.
Nice To Haves
- Recent industry experience in software development, consulting, or engineering.
- Understanding of common software development methodologies, programming concepts, architectural design patterns, and software terminology, including programming languages, backend database schemas, and messaging queues and techniques.
Responsibilities
- Provide tax consulting services related to the Research and Development Tax Credit and capitalization and amortization rules under IRC Section 174.
- Conduct technical interviews under Section 41 to gather qualitative details about how client work meets the definition of qualifying research activities.
- Review technical documentation and draft project narratives describing how client projects meet Section 41 guidelines.
- Work with team members to scope Research Tax Credit benefits and conduct Research Tax Credit studies.
- Perform tax technical research and interact with clients across a wide range of industries.
- Create and update costing models to track business expenditures and calculate credits and capitalization amounts.
- Understand the value of employer time tracking and how it can be integrated into a project.
Benefits
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Other programs dedicated to enhancing personal and work life and providing financial protection
- Competitive compensation and a total rewards package focused on wellbeing
- Career growth and continuous professional development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
