Job Information
Cherry Bekaert Senior Associate - Tax Credits & Incentives Advisory in Montpelier, Vermont
Description
Tax Credits & Incentive Advisory (“TCIA”) , within Cherry Bekaert’s Strategic Tax Advisory practice, is a quickly growing group generating more than $20 Million in annual revenue for the firm. TCIA provides the following services to its clients:
Cost Segregation Services
R&D Tax Incentive Services
Fixed Asset Services
Site Selection Services
State Credits & Incentives
Employee Retention Credit Services
Energy Tax Consulting
Section 179D
Section 45L
Investment Tax Credit and Production Tax Credits
Inflation Reduction Act application-based incentives
What does your day look like?
As a Senior Associate in this Strategic Tax Advisory Practice , you will help develop the vision, strategies, and action plans to grow Cherry Bekaert’s TCIA Practice.
Separating the cost components of a building into their proper asset classifications and recovery periods;
Identifying assets that were capitalized with improper tax lives.
Ideal Qualifications
Two or more years of experience in public accounting
A knowledge of IRS code sections, court cases, revenue rulings and other tax citations related to cost segregation
An understanding of construction design and processes, as well as depreciation, to determine the appropriate tax lives for building assets in accordance with IRS standards.
Knowledge of real estate appraisals and valuations.
A working knowledge of software tools such as Segstream.
A working knowledge of blueprint reading/estimating software.
Excellent Microsoft Office skills - Excel, Word, Outlook, etc.
Ability to manage multiple engagements and competing projects in a rapidly growing, fast-paced, interactive, results-based team environment.
Responsibilities
You will report to the leader of the TCIA practice as well as other Partners and Directors who make up an integrated team providing credits and incentive (“C&I”) offerings to our clients.
Working with new clients and core tax and audit partners to articulate the value of a Cost Segregation Analysis:
Analyzing construction general ledgers, contractor payment applications, and other cost/financial documentation, and reconciling the information to various accounting records
Preparing schedules that support findings in accordance with IRS standards
Meeting client expectations by adhering to pre-established deadlines.
Collection of construction field data on buildings through measuring, and production of detailed notes acceptable for costing and audit purposes.
Costing of all components of architectural, site, mechanical and electrical construction utilizing pricing manuals as well as industry accepted techniques and methods.
Working closely with our engineers and modelers.
Working closely with other leaders in TCIA to discuss R&D, ERC, Energy, and other incentive opportunities to our clients.
At times, you may be part of a team performing site inspections of properties to take detailed measurements of the various components of the property for IRS audit substantiation purposes.
Understanding the value of managing a taxpayer’s fixed assets:
Reviewing fixed asset registers to assess whether any fixed assets may be reclassified through a method change to a more appropriate tax recovery period.
What do you need for this role?
Bachelor’s degree in accounting, finance, engineering, technology, or related field.
A CPA, MST, MAcc, LLM or JD is required for Manager, Senior Manager, and Director positions.
Minimum of 2 years of experience in federal tax compliance or tax consulting services.
Experience with costing models utilizing excel pivot tables.
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. Candidates located on the West coast will also be considered.
What we offer you:
A firm that is growing organically and through planned acquisitions.
A collaborative environment focused on career advancement and professional development
Supportive “one firm” mentality and a commitment to colleagues’ successes.
A group that is open to new ideas and methods of project management.
Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented new staff, seniors, and managers.
Defined metrics and targets that eliminate ambiguity.
Shared values, including uncompromising integrity, a passion for excellence, and mutual respect.
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 (https://careers.cbh.com/benefits/) 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:
$71,820 to $135,900
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, 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, Glassdoor (https://www.glassdoor.com/Overview/Working-at-Cherry-Bekaert-EI_IE31120.11,25.htm) , Instagram (https://www.instagram.com/cherrybekaert) , Twitter (https://twitter.com/cherrybekaert) and Facebook (https://www.facebook.com/CherryBekaertCB) .
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