Cherry Bekaert LLP
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Tax Partner - Nashville
at Cherry Bekaert LLP
At Cherry Bekaert, our mission is to "make a difference for our people and our clients." What does that mean for you? We're looking to build talented, sustainable teams while recognizing that each person has his/her own personal professional goals. We offer a strong support system, continuous training and development, advancement opportunities without the need to relocate, and shared values that bind us together as a team. No wonder our associates feel that Cherry Bekaert is a place to learn, a place to grow, a place to stay.
At Cherry Bekaert, our leadership team cares about you and your development. Recently, an associate gave the following shout out on Glassdoor: "Our CEO and partner group really care about our people. Our local partners are also very involved in our development/growth. They want what's best for us and our careers. I feel valued for all of the hard work I put in. That’s a lot to say a public accounting firm!" If this type of culture excites you, then keep reading!
Our Nashville Practice is looking for an individual with extensive experience working with high net worth client groups, composed of high net worth individuals, partnerships, S Corps and C Corps, and trust and other tax entities. You will provide planning and compliance services in areas such as income tax, structuring, compliance and operations.
You will have lots of contact with outstanding clients in a variety of industries including manufacturing, distribution, real estate, and construction. We seek an individual with extensive experience working with mid-market companies, and their owners. In the role, you will provide planning and compliance services in areas such as income tax structuring, compliance and operations. Limited travel in this region should be expected.
•Requires strong background in working with for profit entities and owners.
•Preferred partnership experience includes entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters.
•Prior experience with multi-state returns and operations helpful.
•Previous Private Client Service (PCS) experience and knowledge of working with High Net-Worth individuals (including income and estate planning) is highly desired, but not necessary.
•Ability to service middle-market clients, but must be flexible to work with clients of varying sizes.
•Candidate's strongest traits must be in client relationships and service, strategic planning and business development, leading to growth.
•Preferred industry experience: Manufacturing, Distribution, Real estate Construction
•Bachelor's degree in Accounting with a Minimum of 10 years of experience in public accounting with at least 7 years of managerial experience.
•Excellent project management, analytical, interpersonal, oral and written communication skills.
•Ability to lead and develop your team, "making a difference for your people."
•Integrity, dependability, trustworthiness, and sound judgment.
•Ability to multi-task and complete assignments within required time constraints and deadlines.
•Strong interest in the continued development of a sales-based culture with commitment to the expansion of Firm business.
•Superior client-serving skills.
•Must be CPA certified and have an active CPA license.
The duties described above are the general nature and levels of work performed, but are not intended to be a complete comprehensive list of all the duties, activities, and responsibilities required of job incumbents. Job incumbents may be asked to perform other duties as needed and/or required. This position description is not a contract for employment and Cherry Bekaert reserves the right to revise this description at any time.