Tax Analyst managing Federal, State & Local, and International tax matters at EverCommerce. Focusing on sales & use tax and accounting for taxes with a hybrid work model.
About the role
- State C&I Senior Manager at Cherry Bekaert advising clients on state tax credits and incentives. Leading complex engagements and business development efforts for the advisory team.
Responsibilities
- Serve as a strategic advisor to clients on state and local tax credits, incentives, and economic development programs related to facility development, relocation, and expansion
- Lead and oversee large, complex, multi-jurisdictional engagements, ensuring technical excellence, timely delivery, and high-quality client service
- Direct and manage negotiations with state and local government agencies related to: Cash and training grants, Revenue and development bonds, Land grants and infrastructure incentives, Forgivable and low-interest loan programs, Permit fee waivers and workforce development initiatives
- Provide executive-level guidance on employment growth, labor retention, and training strategies aligned with client business objectives
- Own and manage key client relationships, acting as the primary point of contact and proactively identifying additional advisory opportunities
- Drive business development efforts, including proposal development, client presentations, thought leadership, and cross-functional collaboration with Tax, Advisory, and Assurance teams
- Lead, coach, and develop high-performing teams, including Senior Associates and Managers, through mentoring, performance management, and career development planning
- Contribute to practice growth and innovation, including development of methodologies, tools, and market-facing insights related to State Credits & Incentives
- Ensure compliance with applicable professional standards, firm policies, and regulatory requirements
Requirements
- Bachelor’s degree in accounting, finance, engineering, technology, or a related field; advanced degree or professional designation strongly preferred (CPA, CMI, MST, MAcc, LLM, or JD)
- Minimum of 8+ years of experience in tax consulting, advisory, or public accounting, with deep expertise in State Credits & Incentives
- Demonstrated success managing complex engagements and advising clients at the executive or C-suite level
- Proven people leadership experience, including mentoring, team development, and performance management
- Strong business development skills, including the ability to identify, pursue, and close new opportunities
- Exceptional analytical, communication, and presentation skills, with the ability to translate complex technical matters into actionable business insights
- Ability to manage multiple priorities in a fast-paced, growth-oriented environment
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
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