1040 & Pass-through Partner leading tax services at Cherry Bekaert. Focusing on complex taxation for businesses and high-net-worth clients while mentoring staff.
Responsibilities
Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals
Specialize in pass-through entity (partnership and S corporation) taxation, with a focus on complex 1040 compliance and planning
Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements
Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment
Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients
Collaborate across service lines and offices, embracing the firm’s “one firm” mentality and commitment to colleagues’ success
Requirements
Active CPA license required
Bachelor’s degree in Accounting, Finance, or Economics required
Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance
Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning
Strong leadership and staff development skills
Excellent oral and written communication skills
Exceptional interpersonal skills for collaborating with partners and guiding clients
Excellent problem-solving, organizational, and analytical skills
Benefits
Competitive compensation packages based on performance
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