Asset Management Tax Partner

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary tax advisor for clients in asset management, encompassing private equity, hedge funds, venture capital funds, private credit funds, and various alternative investment vehicles.

• Provide expert guidance on intricate partnership taxation, fund structuring, tax compliance, tax reporting, and considerations related to investors’ taxes.

• Offer insights on fund formation, carried interest arrangements, management company structures, blocker corporations, and related planning for entities.

• Ensure the delivery of high-quality tax compliance and consulting services while effectively managing risk and upholding technical excellence.

• Work collaboratively with specialists in state and local tax, international tax, transaction advisory, and other areas to provide comprehensive solutions for clients.

• Create and implement growth strategies for the Asset Management Tax Practice.

• Strengthen existing client relationships and explore new business opportunities.

• Cultivate relationships with fund sponsors, investment managers, attorneys, bankers, and other influential parties.

• Increase the firm's visibility through thought leadership, industry engagement, speaking opportunities, and published materials.

• Lead, mentor, and nurture tax professionals at all levels.

• Promote collaboration, technical excellence, innovation, and exceptional client service.

• Attract and maintain top talent within the asset management tax practice.

• Offer technical training and coaching to support professional growth and succession planning.

• Collaborate with firm leadership to set strategic priorities.

• Keep abreast of industry trends, regulatory changes, and emerging tax issues.

• Foster innovation in service delivery, technology use, and initiatives aimed at enhancing client experiences.

• Contribute to firmwide initiatives that support growth within the financial services sector.

⛳️ Requirements

• A valid CPA or JD/LLM is mandatory.

• A Bachelor’s degree in Accounting is essential.

• Over 15 years of experience working with asset management clients in a public accounting, consulting, or professional services context.

• Extensive technical knowledge in partnership taxation and alternative investment fund structures.

• Proven track record in managing complex client relationships and acting as a trusted advisor to senior executives and investment professionals.

• Demonstrated experience in business development and practice growth.

• Strong leadership qualities, mentoring abilities, and team development skills.

• Excellent communication, presentation, and relationship-building capabilities.

• Candidates must show eligibility to work in the United States.

• Cherry Bekaert will not offer work sponsorship for this position.

🏝️ Benefits

• An entrepreneurial environment that emphasizes professional development, career progression, and performance-related rewards.

• A supportive partnership group that embodies a "one firm" approach and is dedicated to the success of colleagues.

• Access to big firm resources while enjoying the flexibility and openness of a small firm.

• Clearly defined metrics and targets that remove ambiguity.

• Flexible work arrangements available.

• Generous paid time off, including a firmwide week off for the 4th of July.

• Annual bonus opportunities.

• Comprehensive medical, dental, and vision coverage.

• Disability and life insurance options.

• Retirement plan offerings.

• Paid Care Leave.

• Additional programs aimed at enhancing personal and professional life while providing financial security.