August 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Houston
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, and seeking a Tax Credits and Incentives Advisory Staff. This role involves serving clients with federal credits and incentives, including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive offerings. The position focuses on developing technical skills, managing client data, supporting engagement teams, and acting as a primary client contact for both tax and technical personnel. The role also includes leading the assembly of client deliverables and evaluating complex scenarios related to 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
