Cherry Bekaert LLP

Tax Manager- Dallas TX

Cherry Bekaert LLP$90K — $120K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field
  • Active CPA license required
  • 5-7 years of public accounting tax experience
  • Experience with partnership, S corporation, individual, and fiduciary tax returns
  • Strong knowledge of federal tax compliance and planning
  • Supervisory experience and ability to review workpapers
  • Excellent communication and client management skills
  • Leadership and mentoring abilities
  • Highly organized with attention to detail
  • Tech-savvy, proficient with Excel and QuickBooks

Responsibilities

  • Build and nurture client relationships, ensuring top-tier service
  • Prepare and review intricate tax returns including Forms 1065, 1120S, 1040, and 1041
  • Draft tax estimates and projections for individuals and businesses
  • Investigate and analyze complex tax issues, applying tailored solutions
  • Provide technical tax planning and compliance guidance
  • Oversee tax engagements and special projects per firm standards
  • Review staff work and provide constructive coaching

Benefits

  • Comprehensive benefits package
  • Hybrid work flexibility
  • Collaborative professional culture
  • Opportunity to engage with high net worth clients
  • Leadership and mentorship from experienced partners
  • Career advancement opportunities in a recognized CPA and wealth management firm
Full Job Description
Due to continued organic growth, the firm is seeking a Tax Manager to join its Dallas office. This role provides leadership across complex tax engagements including preparation and review of partnership, S corporation, individual, and fiduciary tax returns while serving as a trusted advisor to clients. The Tax Manager will play a key role in supervising engagements, mentoring staff, and supporting practice development initiatives while working closely with firm leadership in a collaborative, client focused environment. Schedule: Hybrid work environment Reports to: Tax Partner Responsibilities - Establish and maintain strong client relationships while delivering exceptional client service - Prepare and review complex tax returns including Forms 1065, 1120S, 1040, and 1041 - Prepare and review tax estimates and projections for individual and business clients - Research and interpret complex tax issues and apply solutions to client specific situations - Provide technical guidance on tax planning strategies and compliance matters - Supervise tax engagements and special assignments in accordance with firm policies and procedures - Review work prepared by staff accountants and provide coaching and development feedback - Maintain high attention to detail throughout the tax preparation and review process - Collaborate with partners and firm leadership on client advisory matters - Participate in practice development initiatives including expanding services to existing clients - Identify opportunities to improve engagement processes and enhance client service delivery - Support firm initiatives and additional projects as assigned Qualifications - Bachelor's degree in Accounting, Finance, or related field - Active CPA license required - Five to seven years of public accounting tax experience - Experience preparing and reviewing partnership, S corporation, individual, and fiduciary tax returns - Strong technical knowledge of federal tax compliance and planning concepts - Experience supervising staff and reviewing engagement workpapers - Strong communication and client relationship management skills - Professional presence with leadership and mentoring capabilities - Highly organized with strong attention to detail - Proficiency with technology including Excel and QuickBooks What's In It For You - Competitive base salary - Comprehensive benefits package - Hybrid work flexibility - Collaborative and professional firm culture - Opportunity to work with high net worth clients and complex tax engagements - Leadership exposure and mentorship from experienced partners - Career advancement within a nationally recognized CPA and wealth management environment

About Cherry Bekaert LLP

Cherry Bekaert is a public accounting firm that provides a wide range of services to clients in various industries. The company offers audit, tax, and advisory services to help clients achieve their business goals. Cherry Bekaert has a team of over 1,200 professionals who are committed to delivering high-quality work and exceptional customer service. The company has offices in several states across the US and serves clients in both the public and private sectors.
Learn more about Cherry Bekaert LLP
Size
1,200 employees
Industry
5 Year Trend
+10%
Revenue
$220 million

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