Cherry Bekaert
R&D Credits Manager - Tax Credits & Incentives Advisory
Cherry Bekaert, Phoenix, Arizona, United States, 85003
Overview
The TCIA (Tax Credits & Incentives Advisory) Practice is comprised of a diverse group of CPAs and tax law experts with numerous years of experience, who help clients with expert tax planning. The group offers unparalleled knowledge and service in the area of tax credits and accounting methods and helps companies identify and realize value-added opportunities. As a Manager, you will help develop the vision, strategies, and action plans to grow Cherry Bekaert’s TCIA Practice and manage internal resources and work on IRC Section 41 Research credit engagements. Responsibilities
Lead and work with both local and national TCIA team members.
Develop the vision, strategies, and action plans to grow the TCIA Practice.
Manage internal resources and execute IRC Section 41 Research credit engagements.
The ideal candidate would have familiarity with Identifying Qualified Research Expenses in a variety of industries.
Calculating the IRC Section 41 Research Credit.
Understanding the Controlled Group rules in the research credit calculation.
Speaking to tax managers and tax VPs with respect to the research credit rules.
Speaking to technical company personnel with respect to technical uncertainties associated with their research.
Leading and working with both local and national TCIA team members.
Having experience documenting the technical uncertainties and processes of experimentation associated with new or improved products, processes, or software designs.
Being able to delegate work effectively and also work directly on projects.
Acting as a mentor to Staff and Senior Associates.
Additionally, as part of this role, you will work closely with other members of our TCIA group as we continue to grow our practice in the following areas: Accounting Methods
Cost Segregation
Energy Credits
Energy Efficiency Deductions
State Credits and Incentives
What you bring to the role
Bachelor’s degree in accounting, finance, engineering, technology, or related field.
Advanced degree or certification, such as CPA, MST, MAcc, LLM or JD is required.
Minimum of 5 years’ experience in federal tax compliance or tax consulting services.
Experience working in Excel with Pivot tables and VLOOKUPs.
Desire to participate in strategic planning initiatives
Strong project management and organizational skills
Preference will be given to candidates that also have experience with accounting methods including uniform capitalization rules; tangible property regulations; capitalization and depreciation; unit of property reviews; cost segregation studies; revenue recognition; and advanced payments and experience preparing or reviewing Form 3115.
What you can expect from us
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range
$105,000 to $163,400 About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, please review the firm’s disclosure and legal notices. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. Additional information regarding the firm’s compliance with recruitment and hiring laws is available in our legal disclosures. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at the firm’s careers page and follow us on social media channels for updates. 2025 Cherry Bekaert. All Rights Reserved. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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The TCIA (Tax Credits & Incentives Advisory) Practice is comprised of a diverse group of CPAs and tax law experts with numerous years of experience, who help clients with expert tax planning. The group offers unparalleled knowledge and service in the area of tax credits and accounting methods and helps companies identify and realize value-added opportunities. As a Manager, you will help develop the vision, strategies, and action plans to grow Cherry Bekaert’s TCIA Practice and manage internal resources and work on IRC Section 41 Research credit engagements. Responsibilities
Lead and work with both local and national TCIA team members.
Develop the vision, strategies, and action plans to grow the TCIA Practice.
Manage internal resources and execute IRC Section 41 Research credit engagements.
The ideal candidate would have familiarity with Identifying Qualified Research Expenses in a variety of industries.
Calculating the IRC Section 41 Research Credit.
Understanding the Controlled Group rules in the research credit calculation.
Speaking to tax managers and tax VPs with respect to the research credit rules.
Speaking to technical company personnel with respect to technical uncertainties associated with their research.
Leading and working with both local and national TCIA team members.
Having experience documenting the technical uncertainties and processes of experimentation associated with new or improved products, processes, or software designs.
Being able to delegate work effectively and also work directly on projects.
Acting as a mentor to Staff and Senior Associates.
Additionally, as part of this role, you will work closely with other members of our TCIA group as we continue to grow our practice in the following areas: Accounting Methods
Cost Segregation
Energy Credits
Energy Efficiency Deductions
State Credits and Incentives
What you bring to the role
Bachelor’s degree in accounting, finance, engineering, technology, or related field.
Advanced degree or certification, such as CPA, MST, MAcc, LLM or JD is required.
Minimum of 5 years’ experience in federal tax compliance or tax consulting services.
Experience working in Excel with Pivot tables and VLOOKUPs.
Desire to participate in strategic planning initiatives
Strong project management and organizational skills
Preference will be given to candidates that also have experience with accounting methods including uniform capitalization rules; tangible property regulations; capitalization and depreciation; unit of property reviews; cost segregation studies; revenue recognition; and advanced payments and experience preparing or reviewing Form 3115.
What you can expect from us
Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
The opportunity to innovate and do work that motivates and engages you
A collaborative environment focused on enabling you to further your career growth and continuous professional development
Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
Flexibility to do impactful work and the time to enjoy your life outside of work
Opportunities to connect and learn from professionals from different backgrounds and with different cultures
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate’s work experience, education, knowledge, skills, and geographic location. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection. Pay Range
$105,000 to $163,400 About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, please review the firm’s disclosure and legal notices. Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. Additional information regarding the firm’s compliance with recruitment and hiring laws is available in our legal disclosures. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at the firm’s careers page and follow us on social media channels for updates. 2025 Cherry Bekaert. All Rights Reserved. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr