Tax Partner - Alternative Investment Funds
Company: Cherry Bekaert
Location: Jefferson City
Posted on: September 17, 2023
Cherry Bekaert is ranked among the largest assurance, tax and
advisory firms in the U.S. and one of Forbes Americas Best Tax and
Accounting Firms of 2023. We're proud to be a certified **_2023
Great Place to Work_** ! What makes us great? Its our core values
of _Integrity, Mutual Respect, Passion for Excellence,
Accountability_ , _Collaboration_ , and _Trus_ t that guide us as
an organization and an employer. We understand that these timeless
principles, as well as our mission statement To make a difference
for our People, our Clients, our Community and Our Professions,
shape and define our culture.
We seek a **Partner** in our Tax Practice
(https://www.cbh.com/services/tax/) who will be responsible for
growing and serving the tax aspects of our Alternative Investment
Funds (https://www.cbh.com/industries/private-equity/) practice.
This highly visible position offers excellent training,
development, and professional growth potential. Relocation
assistance may be offered.
You'll be responsible for leading and building a team that provides
tax services focused on an array of alternative investment
products, with a variety of clients including: private equity,
private credit, hedge funds, fund of funds, and venture capital.
You will have ultimate responsibility for complex tax returns
related to alternative investments for both national and foreign
entities. Technical expertise in partnership taxation and taxation
of financial instruments is required.
You will collaborate closely with peers in the audit and advisory
practice segments to drive overall growth of this key industry
initiative. To continue our success, we're looking for a partner
who will contribute to expanding the practice by using their
leadership skill to set the direction and vision for the team while
leveraging their professional network presence and engaging in
business development opportunities with other firm leaders.
Previous experience in serving alternative investment clients is a
must and preference will be given to candidates who can demonstrate
advancement of leadership skills, responsibilities, and ability to
build a collaborative team. _Travel expectations are limited in
+ Bachelors degree in accounting. Masters preferred.
+ Must be CPA certified and have an active CPA license.
+ 12+ years of experience in business taxation working for a Big 4,
large national, or regional accounting firm with a focus on
providing tax compliance and consulting services to clients in the
alternative investment sector.
+ Technical expertise in investment partnership tax, including
preparation of allocation schedules, Schedules K-1, Forms 1065 and
related other related schedules (e.g. performance waterfalls,
special allocations, etc.)
+ Experience with growing a practice through expansion of services
to existing clients and obtaining new clients.
+ Prior experience utilizing content marketing, social media, and
other means to demonstrate and share Industry thought leadership,
leading to new business opportunities, is desired
+ Exceptional client service skills leading to the highest quality
of execution and delivery of client engagements
+ Strong leadership and associate development skills
+ Excellent oral and written communication skills
+ Exceptional interpersonal skills
+ Excellent problem solving, organizational, and analytical
**What We Offer You:**
+ A well-run firm that offers stability and opportunity to develop
as a leader and grow your book of business
+ Collaborative environment focused on career advancement and
+ Supportive partnership group with a one firm mentality and a
commitment to colleagues success
+ Big firm resources and bench strength; small firm flexibility and
openness to new ideas
+ Collaboration across service lines and offices; a firm culture
that embraces one another and the community; and an excellent
opportunity to help bring along talented new associates, seniors,
+ Defined metrics and targets that eliminate ambiguity
**About Cherry Bekaert**
Cherry Bekaert, ranked among the largest assurance, tax and
advisory firms in the U.S., serves clients across industries in all
50 U.S. 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 a competitive
compensation packages based on performance that recognize the value
our people bring to our clients and our Firm. In addition, we offer
a comprehensive, high-quality benefits program
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
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of
Allinial Global, an accountancy and business advisory global
association. Visit us at cbh.com/careers and follow us on LinkedIn
(https://www.linkedin.com/company/cherrybekaert/) , Glassdoor
, Instagram (https://www.instagram.com/cherrybekaert) , Twitter
(https://twitter.com/cherrybekaert) and Facebook
2023 Cherry Bekaert. All Rights Reserved.
+ Bachelors or better in Accounting
+ Masters or better
**Licenses & Certifications**
Keywords: Cherry Bekaert, Jefferson City , Tax Partner - Alternative Investment Funds, Accounting, Auditing , Jefferson City, Missouri
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