Tax Partner

Cherry, Bekaert & Holland LLP   •  

Rockville, MD

Industry: Accounting, Finance & Insurance


8 - 10 years

Posted 68 days ago

This job is no longer available.


  • Solving problems!
  • Requires strong background in working with pass through entity taxation, particularly with partnerships (S corporations).
  • Preferred partnershipexperience includes entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters.
  • Prior experience with multi-state returns and operations is helpful.
  • Previous Private Client Service experience and knowledge of working with High Net-Worth individuals is highly desired, but not necessary.
  • Experience with complex individual tax compliance and planning a plus.
  • Background in estate tax planning and compliance a plus, but not required.
  • Candidate must have ability to service middle market clients, but must be flexible to work with clients of varying sizes.
  • Candidate’s strongest traits must be in client service, technical, and staff development with appropriate commitment to business development and growth.

What you need for this role:

  • Excellent project management, analytical, interpersonal, oral and written communication skills.
  • Ability to lead and develop Tax Staff, Seniors, Managers, and Senior Managers.
  • Plays a lead role in the development and enhancement of a collaborative team environment.
  • Ability to thrive and adapt in a fast-paced, dynamic environment.
  • Integrity, dependability, and trustworthiness.
  • Ability to multi-task and complete assignments within required time constraints and deadlines.
  • Strong interest in the development of a sales-based culture with commitment to the expansion of Firm business.
  • Superior client-serving skills.
  • Minimum of 10 years of experience in public accounting with a minimum of 7 years of managerial experience.
  • Proficiency with personal computers including spreadsheet software programs. Experience with ProSystem fx, CCH, RIA, and/or Engagement is a plus.
  • Bachelor’s degree in accounting. Masterspreferred.
  • Must be CPA certified and have an active CPA license.

What you can expect from us:

  • Shared values, including uncompromising integrity, a passion for excellence and mutual respect
  • Collaborative environment focused on career and leadership development
  • Flexible work arrangements with generous PTO
  • Competitive salary and bonus program
  • “Dress for your Day” policy.