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Tax Senior Manager or Director

1 month ago

Lexington, Kentucky, United States Cherry Bekaert Advisory, LLC Full time
Job Title: Tax Senior Manager or Director

Cherry Bekaert Advisory, LLC is seeking a highly skilled Tax Senior Manager or Director to join our team. As a key member of our Private Client Services (PCS) practice, you will provide exceptional personal compliance and business tax planning services to partnerships, heads of families, family businesses, private equity fund owners, and high net worth individuals.

Key Responsibilities:
  • Lead and coordinate resources to meet client objectives, developing engagement budgets and managing performance against stated objectives.
  • Provide guidance and experience to ensure that engagement risks are identified and appropriate responses are taken.
  • Review and provide feedback on the work of other tax personnel, ensuring that client communications are provided in a timely manner.
  • Work with engagement and client personnel to address complex tax and accounting issues, reviewing finished tax deliverables and tax accruals for accuracy and completeness.
  • Provide timely status updates and communicate with the engagement partner responsible for the tax work, involving them in the resolution of client service, tax, or accounting problems.
  • Focus on one or more areas of technical specialization, identifying planning opportunities and providing executive-level guidance and consultation 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 various industries.
  • Plan to minimize 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, as well as a valued colleague to other directors and partners.
  • Contribute to overall office efficiency by providing feedback on staff performance, participating in initiatives for ongoing staff development, and developing a teaming culture.
  • Identify opportunities for expanded services to prospective and existing clients, fostering long-term business development opportunities.
Requirements:
  • 10+ years of experience in public accounting.
  • Bachelor's degree in accounting, with a Master's degree 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.
  • Experience preparing complex federal corporate, 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 identify additional planning opportunities.
About Cherry Bekaert Advisory, LLC:

Cherry Bekaert Advisory, LLC is a leading assurance, tax, and advisory firm, serving clients across industries in all 50 U.S. states and internationally. We offer a collaborative environment focused on enabling you to further your career growth and continuous professional development, as well as competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.

We are committed to making a difference for our people, our clients, our community, and our professions. If you are ready to find your space and create your future, you belong with us.