• Serve as a strategic advisor to clients on state and local tax credits, incentives, and economic development programs related to facility development, relocation, and expansion
• Lead and oversee large, complex, multi-jurisdictional engagements, ensuring technical excellence, timely delivery, and high-quality client service
• Direct and manage negotiations with state and local government agencies related to: Cash and training grants, Revenue and development bonds, Land grants and infrastructure incentives, Forgivable and low-interest loan programs, Permit fee waivers and workforce development initiatives
• Provide executive-level guidance on employment growth, labor retention, and training strategies aligned with client business objectives
• Own and manage key client relationships, acting as the primary point of contact and proactively identifying additional advisory opportunities
• Drive business development efforts, including proposal development, client presentations, thought leadership, and cross-functional collaboration with Tax, Advisory, and Assurance teams
• Lead, coach, and develop high-performing teams, including Senior Associates and Managers, through mentoring, performance management, and career development planning
• Contribute to practice growth and innovation, including development of methodologies, tools, and market-facing insights related to State Credits & Incentives
• Ensure compliance with applicable professional standards, firm policies, and regulatory requirements

Senior Tax Credits & Incentives Manager – State

Account Manager

• Act as a strategic, trusted advisor and main point of contact for assigned Private Equity funds and portfolio companies
• Build and maintain long-term, trusted relationships with C-suite executives, deal teams, and operating partners
• Develop and execute value-added, client-facing activities
• Understand client objectives and proactively identify opportunities for audit, tax, and advisory services
• Develop and execute account plans aligned with client priorities
• Drive cross-service collaboration (Audit, Tax, & Advisory) to deliver integrated solutions
• Identify and pursue white space opportunities for service expansion across portfolio companies
• Ensure seamless delivery of services by coordinating with engagement teams and subject matter experts
• Monitor independence and compliance requirements to mitigate risk across multi-entity relationships
• Track and report on account performance, pipeline, and revenue metrics
• Represent Cherry Bekaert at industry events, conferences, and networking forums
• Participate in client and prospect roadshows across markets

Key Account Leader – Private Equity Services

Security Engineer

• Lead Assessors support the delivery of consulting and attestation services
• As a Lead Assessor you will help understand client needs, perform gap assessments, identify and document control environments, identify design or operating effectiveness gaps, vulnerabilities, audit exceptions, develop recommendations to management, and assist management with policy DocDev and controls implementations
• Manage project resourcing, including working with Partners, Directors, Senior Managers, and other Managers on project resourcing
• Lead and drive internal growth efforts by building relationships across the firm, as well as participate in sales calls
• Being the lead project manager regarding project delivery, including quality control and oversight supervision, assisting with adequate planning, execution, and direction to manage to budget and to quality
• Understanding and communicating project status updates to clients and to internal stakeholders on engagement financials, client satisfaction, etc.
• Identify areas to improve project delivery (process improvement)
• Regarding attestation and certification services delivery, support the development of strong work papers in conformance with the firm’s methodology/standards and participation in report drafting
• Maintain a strong client focus by understanding the client’s business needs while developing productive working relationships with client personnel to accomplish project objectives
• Multi-task across multiple clients and compliance standards, while still maintaining appropriate attention to detail
• Engage with our marketing and sales efforts to build marketing media, perform presentations, etc.
• Work with (lead, teach, support, and communicate) other folks in our practice on CMMC and other standards, as well as offshore resources to deliver projects where practical and where available
• Utilize your experiences to teach others in the practice on new approaches, execution strategies, compliance standards, etc.

Cybersecurity CMMC Lead Assessor

Compliance

• Manage the development, maintenance, and continuous improvement of the firm’s cybersecurity governance, risk, and compliance (GRC) program
• Maintain and operationalize security policies, standards, procedures, and control frameworks aligned to industry standards (e.g., NIST CSF, NIST 800-53, ISO 27001, SOC 2, CMMC)
• Perform security risk assessments, including technology, vendor, and business process risk, and document findings, risk ratings, and recommended mitigations
• Track identified risks, exceptions, and remediation activities through a centralized risk register and support risk acceptance workflows
• Drive and support internal and external audits, client risk assessments, and due diligence requests (e.g., SOC reports, questionnaires, client security reviews)
• Partner with IT and Security teams to map technical controls to compliance requirements and validate control effectiveness
• Manage and assist with third-party risk management activities, including vendor security reviews and ongoing risk monitoring
• Contribute to incident governance activities, including post-incident reviews, risk tracking, and lessons learned documentation
• Oversee and support compliance tooling and evidence collection (e.g., GRC platforms, audit management tools)
• Help define metrics and reporting related to risk posture, compliance status, and control maturity for leadership
• Stay current on relevant regulatory, legal, and cybersecurity requirements impacting the firm and communicating changes to stakeholders
• Collaborate cross-functionally to promote security awareness, risk-informed decision making, and consistent governance practices
• Drive and support special projects related to SOC maturity, control improvements, M&A integration, and new technology risk assessments

Senior GRC Analyst

Collections

• Manage an assigned portfolio of routine AR accounts, performing timely outreach on past-due balances.
• Document all client interactions, follow-up actions, and commitments in the collections system.
• Generate and send client statements, reminder notices, and follow-up emails using approved templates.
• Review customer payments for basic discrepancies and coordinate with Billing/Finance to correct errors.
• Support account research including payment history reviews, invoice copies, portal status checks, and statement reconciliations.
• Monitor aging reports and follow prescribed cadence-based workflow activities.
• Escalate unresolved issues, disputes, and complex discrepancies to the Senior Collections Coordinator or Collections Manager.
• Assist in preparing weekly portfolio updates for team meetings.
• Submit invoices or documentation through client portals and maintain required artifacts.
• Coordinate with Engagement Teams to obtain missing information, PO numbers, billing clarifications, or approvals.
• Maintain organized, audit-ready documentation in line with internal controls and retention guidelines.
• Identify minor process inefficiencies and recommend practical improvements.
• Perform other duties as assigned.

Collections Coordinator

• Work in a team environment on clients day-to-day tax matters
• Review the tax preparation work of our offshore team
• Provide innovative tax compliance expertise, including preparation of U.S. international tax forms
• Calculate E&P, Section 987 foreign exchange gains (losses), GILTI, and more
• Effectively manage budgets
• Proactively build relationships and communicate effectively.

International Tax Associate

Project Manager

• Lead end‑to‑end integration projects for newly acquired accounting firms
• ensuring all IT systems, processes, and data are successfully aligned with firm standards
• Coordinate system migrations, including email, document management, practice management software, workflow tools, and authentication systems
• Facilitate change‑management activities, including communication plans, training sessions, and user adoption strategies
• Track and report project progress, risks, and dependencies to senior leadership and stakeholders
• Document all integration processes, decisions, and lessons learned to improve future acquisition playbooks
• Drive continuous improvement by refining integration frameworks, templates, and best practices based on real‑world outcomes
• Monitor project progress and performance, implementing corrective actions as needed
• Conduct project reviews and post-implementation assessments to identify lessons learned

IT M&A Project Manager

Senior Manager, Tax Credits and Incentives

• Assist with underwriting and structuring NMTC transactions ensuring compliance with tax code and executed allocation agreements
• Review community benefits agreements and plans for implementation
• Review loan closing documents and reporting requirements to incorporate into the Compliance and Asset Management system
• Prepare annual CDE compliance reports to the U.S. Treasury Department’s CDFI Fund via the AMIS reporting system
• Monitor CDE compliance with NMTC Program and Allocation Agreement including performing Sub-All and Redemption testing
• Collect and analyze QALICB certifications and community impact information
• Collect quarterly project level financial statements and compliance reports and perform financial and compliance analysis of information
• Maintain quarterly risk ratings for assigned portfolio
• Post-closing, communication with borrowers, lenders, and investors
• Other job-related functions as assigned

Senior Manager, Compliance and Asset Management

Financial Planning and Analysis

• Play a critical role in delivering accounting advisory engagements to state and local governments
• Support clients in navigating complex financial reporting, operational challenges, and value creation initiatives
• Assist clients with issues related to GASB 68,75, 87,96 application
• Knowledgeable with adjustments and creating roll forwards of recent GASB standards
• Help drafting (or reviewing) Annual Comprehensive Financial Reports (ACFRs)
• Cash to modified accrual or full accrual conversions
• Process improvement and organizational design
• Client interviews and stakeholder engagement to gather insights and validate assumptions
• Large data set manipulation and problem solving
• Validation of information between multiple sources of financial information

Senior Associate, CFO Advisory, Accounting Advisory – State & Local Government

• Solve interesting and complex international tax problems
• Lead client relationships on day to day tax matters supporting partners with service execution and development of extended services
• Provide innovative tax planning, consulting, and compliance expertise to clients while effectively managing teams and budgets
• Perform research and prepare/review technical tax memorandum
• Manage, develop and mentor staff on projects and assess performance for engagement and year-end reviews
• Proactively build relationships and communicate effectively both with the client and internally to provide superior client service
• Participate in networking activities and work closely with partners on targeting and proposal activities

Senior International Tax Associate

• Oversees day-to-day and month-end close entries including revenue, payroll, prepaid expenses, unbilled accounts receivable, and accrued liabilities
• Prepares/reviews complex reconciliations for necessary balance sheet accounts and various other general ledger accounts, as needed
• Responsible for the month-end and year-end closing process
• Develops and maintains an understanding of the accounting operations within each assigned client and obtains a working knowledge of the client’s accounting software
• Assists external auditors and tax accountants with preparing schedules, providing explanations of supporting documents and procedures, and preparing additional data
• Assists in the preparation of the client’s year-end 1099 submissions
• Recommends, designs, and implements department controls and procedures
• Communicates with clients on an ongoing basis
• Reviews and supervises the accounting teams’ monthly work, including journal entries, accounts payable, and accounts receivable
• Coaches and mentor staff and senior accountants
• Disburses client requests to team members to manage deadlines
• Client project management.

Finance & Accounting Outsourcing Manager – Not-for-Profit

Consultant

• Manage new consulting projects of Sage Intacct application and peripheral software remotely or at client site.
• Provide on-site and/or remote support to users of Sage Intacct software applications with a focus on the construction vertical.
• Plan, manage and execute software implementations and training.
• Migrate client data from other accounting systems.
• Investigate and resolve Sage Intacct user application questions and issues.
• Assist in the sales support cycle, training, planning, and consulting of new implementations and integrations.

Senior Sage Intacct Consultant, Construction

IT Support

• Work individually or as part of a team on executing client engagements
• Prepare risk assessments and project budgets
• Oversee internal control and audit activities to ensure compliance with regulations and professional standards
• Maintain ongoing client relationships
• Perform billing activities and ensure client satisfaction with engagements

Risk Advisory Internal Audit Manager – Financial/Operations

• Assist in conducting client interviews to gather information on factors that can influence how inter-company transactions are priced.
• Prepare economic analyses related to intercompany transactions, including the analyzing of third-party company financial data and client financial data to benchmark appropriate intercompany transactions, review of third-party agreements, and third-party loans.
• Write industry overviews to provide context for a company’s current operating environment.
• Participate and conduct functional interviews with clients and write descriptive functional analyses that are included in transfer pricing reports and documents.
• Organize and summarize client provided information and takes interview notes and prepare detailed summaries for team members.
• Proofread and edit reports prior to delivering to clients.
• Write technical memos that describe the analytical process.
• Manage deadlines for assigned projects.
• Assist with preparation of internal and external presentations, research and training materials, and knowledge-sharing communications.
• Participate in practice improvement initiatives.

CBH