Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance and tax services to our clients.
At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value.
We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.
If you are ready to find your space and create your future, you belong with us.
The Private Client Services (PCS) practice provides exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, as well as high net worth individuals.
Our expertise includes providing services associated with owning, managing, and preserving businesses and wealth, including asset protection, family government services, estate and succession, planning sensitive wealth transfers, and philanthropic planning.
As a Tax Director, you will :
- Work with clients and firm partners to determine engagement objectives and assume a lead role in coordinating resources to meet such objectives.
- Develop engagement budgets, coordinate required resources, bill engagements, and manage performance against stated objectives to ensure that client (deliverables) and firm objectives (engagement economics) are met.
- Provide guidance and experience to ensure that engagement risks are identified and appropriate responses (including specific tax steps) are taken.
- Provide timely on-site review of and feedback on the work of other tax personnel.
- Work with engagement and client personnel to address extremely complex tax and accounting issues, reviews all finished tax deliverables and tax accruals for accuracy and completeness, and ensure that client communications (written and oral) are provided in a timely manner to avoid surprises.
- Provide the engagement partner responsible for the tax work with timely status updates and communicate and involve the partner in the resolution of client service, tax or accounting problems / issues as they arise.
- Work to wrap-up tax engagements in a timely and economic manner.
- Focus on one or more areas of technical specialization (industry related or subject matter), with a large percentage of client service towards clients covered by this specialization, identify planning opportunities within such areas of specialization, and provide executive level guidance and consultation relating to such specialization to other engagements and offices throughout the Firm.
- Lead a team that provides tax and consulting services to flow through entities and their related owners in a variety of industries.
- Plan to minimize the tax costs incurred by employers and mitigate the effects of international employees’ individual tax liabilities.
- Serve as a formal and informal mentor to managers and senior managers and as a valued colleague (as it relates to people and other office matters) to other directors and partners.
- Contribute to overall office efficiency by providing feedback on staff performance, participating in initiatives for on-going staff development, and developing a teaming culture (through informal social and professional events).
- Identify opportunities for expanded services to prospective and existing clients (through the development of trusted advisor status with clients served).
- Manage a network of decision makers and outside relationships with a goal of creating referrals and references as well as of fostering long-term business development opportunities (through involvement in leadership roles with and in professional groups, community service, and personal relationships).
- Perform other essential duties as needed.
What you bring to the role :
- Minimum of years of experience in public accounting.
- Bachelor's degree in accounting. Masters is preferred.
- An active CPA license.
- Excellent project management, analytical, interpersonal, oral and written communication skills.
- Ability to lead and develop Tax Staff, Seniors, Managers, and Senior Managers.
- Plays a lead role in the development and enhancement of a collaborative team environment.
- Experience preparing complex federal corporate (C and S), multi-state, individual, and partnership returns.
- Basic knowledge of financial services products.
- Strong understanding of IRS practice and procedure.
- Ability to review complex tax planning projects and identification of additional planning opportunities.
- Ability to understand, apply, and be able to help staff understand and apply policies from tax quality control documents.
What you can expect from us :
- Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect
- The opportunity to innovate and do work that motivates and engages you
- A collaborative environment focused on enabling you to further your career growth and continuous professional development
- Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing
- Flexibility to do impactful work and the time to enjoy your life outside of work
- Opportunities to connect and learn from professionals from different backgrounds and with different cultures
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the , serves clients across industries in all 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 .
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm.
The salary range for this position is $, to $,. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location.
In addition, we offer a comprehensive, high-quality which includes annual bonus, 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.
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.
Visit us at and follow us on , , , and .
Cherry Bekaert. All Rights Reserved.
ML-Hybrid
Lead Generation Account Director Client Services
A company is looking for a Lead Generation Account Director, Client ServicesKey Responsibilities:Utilize AI technologies to optimize business processesLead cross-functional account teams with comprehensive marketing strategiesLeverage data-driven insights to drive business outcomesRequired Qualifica...
Senior Director Client Services - DCX Orange County
We are looking for a seasoned Client Services Leader with strong track record in delivering operational performance and managing client relationships within our existing services portfolio. As a Client Services lead, you would be responsible to manage a portfolio of client accounts ensuring profitab...
Director Implementation and Client Services
Key Responsibilities:Lead and manage implementation and client services teams, providing strategy and guidanceDevelop and execute implementation and client service workflows for consistency and qualityEstablish and maintain relationships with key stakeholders to ensure high-quality service deliveryR...
Tax Senior, Investment Management - Private Wealth (West Region Office Locations)
As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting proje...
Director of Client Services
Minimum 7 years’ client services experience or 3+ years client services experience and. Proactively identify and address potential client relationship or expectation issues, escalating to SVP of Client Services/Agency Leadership as needed. The Client Service Director role requires a skilled communic...
Tax Director | Private Client
Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. Forvis Mazars, LLP is a professional services firm providing assurance, tax, and advisory services. As a highly impactful team member, maintaining functional expertise and under...
Tax Experienced Senior, Private Client Services
A Tax Experienced Senior, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting servi...
Senior Tax Manager - Private Client Services
Senior Managers in our Private Client Services (PCS) practice oversee multiple engagement teams for a wide range of sophisticated clients, which may include some of the Wealthiest Families in the US, Family Offices, Owner Operated Business Entities, Alternative Investment Fund Principals, Trusts and...
Tax Senior Manager - Private Client Services
Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax compliance and planning services to high-net-worth individual clients and privately-held businesses. Ability to attract and service new c...
Tax Manager, Private Client Services
A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high n...