• Serve as the primary strategic advisor to Private Equity groups, strategic corporate buyers, and investment banks
• Direct the full lifecycle of M&A tax engagements, including buy-side and sell-side tax due diligence, tax structuring, and modeling
• Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations
• Identify and quantify historical tax exposures and draft contract language to mitigate risk for clients
• Oversee post-close integration, ensuring tax attribute preservation and earnings and profits studies
• Actively cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives
• Collaborate with Audit and Valuation partners to present a unified, multi-disciplinary service offering
• Represent the firm at industry conferences, publish articles on emerging M&A tax trends, and lead webinars
• Recruit, train, and mentor a team of Managers and Directors
• Manage the financial performance of the M&A practice, including billing, realization rates, and resource allocation

Transaction Tax Partner

• Review clients’ accounts payable records and capital expenditures for sales and use tax overpayments
• Work to reduce client’s tax audits and assist with strategic tax planning
• Code and enter findings and results into Excel spreadsheets
• Prepare Report of Findings and training materials for clients
• Prepare required documentation to validate tax refunds
• Communicate and meet with various tax authorities and vendors
• Prepare status reports for clients
• Research tax laws for exemptions and tax savings for clients

Senior Sales and Use Tax

People Operations

• Implement People Strategy and Programs
• Engage leaders to understand business imperatives and influence talent needs for success across global markets
• Partner with employees and leadership teams in US, India, the Philippines, and Canada to ensure cultural alignment and compliance with local employment practices
• Collaborate with clients and People & Culture groups (Talent Acquisition, Total Rewards/Compensation, Learning, and Diversity & Inclusion) to effectively execute on global people strategy, processes, and reporting
• Maintain knowledge of international employment laws, regulations, and compliance requirements across India, Canada, and the Philippines
• Ensure HR policies and practices are adapted to meet local legal standards while aligning with global frameworks
• Provide guidance on cultural nuances and best practices to foster inclusion and engagement across diverse teams
• Partner with Talent Acquisition and Legal teams to manage visa and immigration processes for international hires and employee mobility
• Educate Career Advisors on the scope and impact of their role in developing and retaining talent globally
• Provide advice to leaders and employees on performance-related concerns
• Interpret global talent management data and work with key stakeholders to develop appropriate initiatives that address regional nuances
• Coach leaders on managing and motivating geographically dispersed teams
• Support a culture of engagement across global teams

Global People & Culture Business Partner

• Provide clients with tax compliance and consulting services related to protecting their tax-exempt status
• Prepare and/or review tax returns for exempt organizations and their taxable affiliates (Forms 990/1120)
• Leverage your project management, analytical, interpersonal, and communication abilities
• Lead and develop Tax Staff and Seniors in a fast-paced, dynamic environment
• Demonstrate superior client service skills
• Consult with market and firm leaders
• Network within the community and client industries

Exempt Organizations Tax Manager

• Provide clients with tax compliance and consulting services related to protecting their tax-exempt status
• Prepare and/or review tax returns for exempt organizations and their taxable affiliates (Forms 990/1120)
• Leverage project management, analytical, interpersonal, and communication abilities
• Lead and develop tax staff in a fast-paced, dynamic environment
• Consult with market and Firm leaders
• Network within the community and client industries

Senior Tax Consultant, Exempt Organizations

• Review federal and multi-state tax returns
• Research fundamental tax issues using online tools
• Perform other accounting duties as needed in engagements and as assigned by managers
• Train and develop Staff Accountants
• Communicate with managers, partners, and clients

Senior Tax

Manager

• Deliver a full range of multi-state and local tax consulting services
• Identify opportunities to minimize clients’ multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives
• Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance
• Draft tax technical memorandums, client correspondence and other various work products
• Conduct nexus reviews and work with clients to remediate tax exposure
• Provide state and local audit defense assistance to clients
• Provide quality control reviews of select SALT returns prepared by core tax team
• Develop and deliver SALT training throughout the firm

Senior Manager – Income/Franchise

Affiliate Manager

• Execute the Firm, Industry and Audit Service Line vision, strategy, and goals for the Asset Management audit practice, as well as support other leaders in their execution of the strategic plan.
• Drive industry collaboration, consistency, and education across Service Line, and Markets.
• Participate in driving industry growth through working closely with our Financial Services Industry Leader as well as Audit and Tax leaders.
• Ensure collaboration through execution of engagements and client service responsibilities that contribute to industry growth and exceptional client service.
• Develop professionals within the practice while building a talent pipeline.
• Help drive economic results throughout the practice as evidenced by key performance indicators.

Audit Partner – Asset Management

• help develop the vision, strategies, and action plans to grow Cherry Bekaert’s TCIA Practice
• manage and execute cost segregation, fixed asset review, and oversee IRC Section 179D projects for clients
• performing site inspections of client properties to take detailed measurements, photographs, and notes
• costing of components of architectural, site, mechanical and electrical construction utilizing historical cost databases
• work closely with other leaders in TCIA to discuss R&D, Energy, and other incentive opportunities
• analyze construction general ledgers, contractor payment applications, and reconcile the information to accounting records
• review fixed asset registers to assess reclassification of assets through method change
• prepare schedules that support findings in accordance with IRS standards
• meet client expectations by adhering to pre-established deadlines

Senior Manager – Tax Credits & Incentives Advisory, Cost Segregation

Financial Planning and Analysis

• Support the performance of engagements by managing and delivering timely and accurate accounting advisory services
• Consulting on technical accounting matters
• Implementation of new accounting standards
• Account reconciliations
• Financial statement preparation
• On-demand accounting support
• Directing the activities of more junior professionals
• Performing specific engagement activities
• Participating in discussions with client leadership
• Assisting with drafting deliverables
• Participating in all stages of various consulting engagements
• Maintaining a strong client focus
• Employing critical thinking skills
• Leveraging automation and digital processes
• Advising clients through accounting system selection and implementation

CFO Advisory, Accounting Advisory Senior Manager

• Lead a team to deliver tax planning, consulting, and compliance services to middle-market businesses
• Establish procedures/processes for the ITAX Compliance Team
• Face of ITAX Compliance on teaming with Core Tax Team on “Best Practices” on Engagement Pricing and Scoping
• Team with Corporate Team on aligning on OneSource for all Consolidated Return Filers
• Establish consistent “best of” workpapers for ITAX calculations
• Participate and support ITAX consulting and planning engagements
• Mentor, develop, and manage staff, providing timely feedback and fostering a collaborative, growth-oriented environment
• Oversee engagement objectives, budgets, resources, billing, and performance to ensure client deliverables and firm goals are met
• Integrate practice development skills into client service and business development initiatives
• Facilitate client understanding of international tax developments and implications
• Stay current on international tax regulations and best practices, sharing insights with clients and team members
• Pursue growth and efficiency for ITAX Compliance offerings and engagements

CBH