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As a Tax Manager in our Tax Credits & Incentives Advisory (TCIA) Practice, you will work with an excellent team of CPAs and tax law experts. 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.
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
Over the past year, TCIA has changed the method by which it offers Cost Segregation Services and Energy Tax Consulting Services. TCIA has hired experienced engineers and modelers to assist in the performance of these service offerings without the need to outsource portions of its service offerings to third-party engineering firms. TCIA hired 20 professionals in calendar year 2022 and will continue to invest in talent to provide credits & incentive (“C&I”) services to its growing client base.
What does your day look like?
As a Manager 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
- Five 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 5 years’ 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.
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. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLP and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLP is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit (url removed)/disclosure.
Cherry Bekaert cares about its people. We offer a competitive compensation package where you will be rewarded based on your performance and recognized for the value you bring to our business. In addition, we offer a comprehensive, high-quality benefits program which includes 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.
For positions in Colorado, visit the following link for information related to Colorado’s Equal Pay for Equal Work Act: (url removed)
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, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law.
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.
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