We are seeking a 1040 & Pass-through Partner to join our growing Private Client Services (PCS) practice in the Rockville, MD office (DC Metro). This highly visible leadership role offers the opportunity to shape the strategic direction of our Rockville practice, drive growth, and make a significant impact on both the firm and our clients. Limited regional travel may be required; relocation assistance may be offered.
Key Responsibilities
- Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals.
- Specialize in pass-through entity (partnership and S corporation) taxation, with a focus on complex 1040 compliance and planning.
- Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements.
- Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment.
- Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients.
- Collaborate across service lines and offices, embracing the firm's "one firm" mentality and commitment to colleagues' success.
Qualifications
- Active CPA license required.
- Bachelor's degree in Accounting, Finance, or Economics required.
- Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance.
- Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning.
- Strong leadership and staff development skills.
- Excellent oral and written communication skills.
- Exceptional interpersonal skills for collaborating with partners and guiding clients.
- 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.
