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 the capitalization and amortization rules under IRC Section 174. The position may be performed remotely from within the United States or in a hybrid arrangement from any of the firm's office locations. The Senior Associate works with clients across a range of industries to scope and conduct Research Tax Credit studies, perform tax technical research, and assess qualifying research activities under Section 41. The role involves interviewing technical stakeholders, reviewing documentation, preparing project narratives, and developing or updating costing models to track expenditures and calculate credits and capitalization amounts.
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-tier 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 and related technical documentation.
- An inquisitive mindset and the ability to continue independently educating oneself 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, 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 to gather qualitative details about how client work meets the definition of qualifying research activities under Section 41.
- Review technical documentation and draft project narratives documenting 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 how employee time tracking 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
- Comprehensive benefits programs supporting personal and work life and providing financial protection
- Competitive compensation
- Career growth and continuous professional development opportunities
- Flexible work arrangements
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What This Job Offers
Job Type
Full-time
Career Level
Senior
