Full Job Description
We are seeking a Tax Partner to join the Tax Practice in our Nashville, TN office. This highly visible leadership role offers the opportunity to shape the direction of the Nashville practice, build lasting relationships with middle market clients and make a significant impact on both the Firm and its clients. Limited regional travel may be required.
This role calls for a versatile, hands-on tax leader. The ideal candidate is a true generalist who is equally comfortable advising owner-managed businesses on entity-level matters and guiding their owners through personal planning and compliance.
Key Responsibilities
In this role, you will:
• Lead a team delivering tax planning, consulting and compliance services to a broad base of middle market businesses, owners and families.
• Serve as a versatile generalist across business and individual tax matters, applying sound judgment to a wide range of client situations and industries.
• Provide planning and compliance services to pass-through entities, including partnerships and S corporations, and to their owners.
• Deliver private client services (PCS) to business owners, executives, families and high-net-worth individuals, including complex individual (Form 1040) compliance and planning.
• Serve as a trusted advisor to clients, delivering exceptional service and high-quality execution of engagements.
• Coach, mentor and develop managers and staff, fostering professional growth and a collaborative team environment.
• Contribute to business development by leveraging your professional network, identifying new opportunities and expanding services to existing clients.
• Collaborate across service lines and offices, embracing the Firm's "one firm" culture and commitment to colleagues' success.
Qualifications
Successful candidates will bring:
• An active CPA license.
• A bachelor's degree in Accounting, Finance or Economics.
• Significant experience in pass-through entity taxation, including partnerships and S corporations.
• Significant experience in complex individual (Form 1040) tax compliance and planning for business owners and high-net-worth families.
• Broad experience with complex federal and multi-state compliance and planning across corporate, partnership and individual structures.
• Demonstrated leadership and staff development skills, including coaching a client service team.
• A professional network of business contacts and referral sources, preferably in the Nashville market.
• Exceptional client service skills, leading to high-quality execution and delivery of client engagements.
• Excellent oral and written communication skills.
• Exceptional interpersonal skills for collaborating with colleagues and guiding clients as their trusted advisor.
• Excellent problem-solving, organizational and analytical skills.
What you can expect from us:
• Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
• 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.
• Defined metrics and targets that eliminate ambiguity.
• Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
Benefits Information:
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. 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.
