January 2026 Strategic Tax - Tax Credits & Incentives Advisory Staff jobs in United States
cer-icon
Apply on Employer Site
company-logo

Cherry Bekaert · 3 months ago

January 2026 Strategic Tax - Tax Credits & Incentives Advisory Staff

positionChicago, IL - Adams Street
timeFull-time
remoteHybrid
seniorityNew Grad, Entry Level
money$66K/yr - $76K/yr

Cherry Bekaert is one of the largest accounting and consulting firms in the country, known for delivering innovative advisory, assurance, and tax services. The Tax Credits and Incentives Advisory Staff will serve clients on federal credits and incentives engagements, develop technical skills, manage client data, and lead client deliverables.

AccountingConsultingFinancial ServicesWealth Management
check
Growth OpportunitiesbadNo H1Bnote

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 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

Qualification

R&D tax incentivesFederalState incentivesEmployee retention creditsAccounting degreeProject managementTechnical skillsOrganizational skillsCommunication skills

Required

Bachelor's degree with 150 hours
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

Preferred

Master's degree in accounting
Cumulative GPA of 3.0/4.0 or above
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

Benefits

Annual bonus
Medical
Dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

twittertwittertwitter
Glassdoor4.0
company-logo
Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.
dateFounded in 1947
location
Raleigh, North Carolina, USA
people-size1001-5000 employees
web-link
https://www.cbh.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

leader-logo
John Bartz
Strategic Alliances Director
linkedin

Recent News

PR Newswire
Cherry Bekaert Announces Promotion of Ten New Partners Amid Continued Firmwide Growth
2026-01-22
Bizjournals.com Feed (2025-11-12 15:43:17)
Raleigh accounting firm expands D.C. presence with acquisition
2026-01-15
International Accounting Bulletin
Cherry Bekaert snaps up Washington-based accounting practice Tarsus
2026-01-15
Company data provided by crunchbase