January 2027 Strategic Tax - Tax Credits & Incentives Advisory Staff - Houston
At a glance
Senior Tax role at cbh. Houston · full-time · $66,000–$76,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Analyze federal R&D tax credits, employee retention credits and other incentive opportunities for client engagements
- Interview technical staff and examine memoranda to identify support for available credits and incentives
- Organize client records for analysis, track engagement progress and identify upcoming actions for the team
- Act as the main contact for client tax and technical staff, then coordinate final deliverables
- Assess complex cases involving multiple tax credit and incentive options
What you bring
- You have a master’s in accounting, or a bachelor’s degree plus 150 credit hours
- A cumulative GPA of 3.0 out of 4.0 or higher is preferred
- You’re interested in R&D tax incentives, employee retention credits and federal or state incentives
- You can organize projects and contribute to engagement planning; U.S. work eligibility is required
Who this fits
This staff role suits someone building technical experience in tax credits and incentives while working directly with client personnel. You should be able to travel to client sites when needed. Work sponsorship is unavailable.
From the employer
Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. If you are ready to find your space and create your future, you belong with us.
Cherry Bekaert’s Tax Credits and Incentives Advisory (TCIA) team is growing!
As a Tax Credits and Incentives Advisory Staff 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 service offerings
Develop your 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
What you bring to the role:
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
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
Benefits Information:
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:
$66,000 - $76,000About 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, visit https://www.cbh.com/disclosure/
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. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
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 https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.
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