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About the Role
Cherry Bekaert is seeking an accomplished Tax Partner to join its Asset Management Practice. This leadership role is responsible for driving the growth and delivery of tax services to asset management clients, serving as a trusted advisor, leading engagement teams, developing talent, expanding market presence, and identifying opportunities to deepen client relationships. The individual will shape the strategic direction of the practice and collaborate across the firm to deliver integrated solutions.
Responsibilities
- Serve as lead tax advisor to asset management clients, including private equity, hedge funds, venture capital funds, private credit funds, and other alternative investment vehicles.
- Advise clients on complex partnership taxation matters, fund structuring, tax compliance, tax reporting, and investor-related tax considerations.
- Provide guidance on fund formation, carried interest arrangements, management company structures, blocker corporations, and related entity planning.
- Oversee the delivery of high-quality tax compliance and consulting services while managing risk and maintaining technical excellence.
- Collaborate with specialists across state and local tax, international tax, transaction advisory, and other practice areas to deliver comprehensive client solutions.
- Develop and execute growth strategies for the Asset Management Tax Practice.
- Expand relationships with existing clients and cultivate new business opportunities within the asset management and alternative investment marketplace.
- Build relationships with fund sponsors, investment managers, attorneys, bankers, and other centers of influence.
- Enhance the firm's visibility through thought leadership, industry participation, speaking engagements, and published content.
- Lead, mentor, and develop tax professionals across all levels of the practice.
- Foster a culture of collaboration, technical excellence, innovation, and client service.
- Recruit and retain top talent within the asset management tax practice.
- Provide technical training and coaching to support professional development and succession planning.
- Partner with firm leadership to establish strategic priorities for the Asset Management Tax Practice.
- Monitor industry trends, regulatory developments, and emerging tax issues impacting the asset management sector.
- Drive innovation in service delivery, technology utilization, and client experience initiatives.
- Contribute to firmwide initiatives supporting growth within the financial services industry vertical.
Requirements
- Active CPA or JD/LLM required
- Bachelor’s degree in Accounting is required
- 15+ years of experience serving asset management clients within a public accounting, consulting, or professional services environment.
- Deep technical expertise in partnership taxation and alternative investment fund structures.
- Proven success managing complex client relationships and serving as a trusted advisor to senior executives and investment professionals.
- Demonstrated business development and practice growth experience.
- Strong leadership, mentoring, and team development capabilities.
- Excellent communication, presentation, and relationship-building skills.
- Candidates must demonstrate eligibility to work in the United States.
- Cherry Bekaert will not provide work sponsorship for this position.
Skills
- Partnership taxation
- Alternative investment fund structures
- Client relationship management
- Business development
- Practice growth
- Leadership
- Mentoring
- Team development
- Communication
- Presentation
- Relationship-building
Location
- United States
Work Type
- Full-time
Experience Level
- 15+ years
Education Level
- Bachelor's degree in Accounting
- CPA or JD/LLM
Benefits
- Competitive compensation packages based on performance
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off
- Retirement plans
- Paid Care Leave
- Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
- Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
- Big firm resources and bench strength; small firm flexibility and openness to new ideas.
- Defined metrics and targets that eliminate ambiguity.
- Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
About the Company
- Cherry Bekaert is consistently recognized as a Great Place to Work.
- Recognized by Accounting Today as a Best Tech Firm for leadership in AI governance and data strategy.
- Our strategy is to be digitally driven, industry-aligned, and focused on the middle market.
- Cherry Bekaert is ranked among the largest assurance, tax and advisory firms in the U.S., serving clients across industries in all 50 U.S. states and internationally.
- Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association.
Equal Opportunity
- 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.