Transaction Tax Partner

CBH

M&A Tax Partner leading and growing Transaction Advisory Services practice at Cherry Bekaert. Serving as primary strategic advisor to Private Equity groups and investment banks with technical delivery and business development.

Posted 7/15/2026full-timeRemote • Texas • 🇺🇸 United StatesSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in M&A tax strategy, including tax structuring, due diligence, and risk mitigation, while effectively managing teams and cultivating client relationships. Proficient in compliance and operational management within the M&A practice, ensuring high standards of quality and performance.

Highest-signal resume keywords

M&A Tax StrategyTax StructuringActive CPA License15+ Years Tax ExperienceTeam Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

M&A Tax Due DiligenceTax ModelingSection 338(h)(10) ElectionsCross-Border PlanningSubchapter C TaxationSubchapter S TaxationPartnership TaxationStock Purchase Agreement AnalysisMembership Interest Purchase Agreement AnalysisInternational Tax Concepts

Soft Skills

Relationship BuildingMentoringThought LeadershipCollaborationOperational Management

Certifications & Qualifications

Bachelor’s Degree in AccountingMaster’s in Taxation (MST)LLM in Taxation

Industry Keywords

Transaction Advisory ServicesPrivate EquityRisk ManagementQuality ControlFinancial Performance

About the role

Key responsibilities & impact

Lead Transaction Strategy: Direct the full lifecycle of M&A tax engagements, including buy-side and sell-side tax due diligence, tax structuring, and modeling.
Complex Structuring: Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations (e.g., Section 338(h)(10) elections, F reorganizations, and cross-border planning).
Risk Mitigation: Identify and quantify historical tax exposures and draft contract language (reps and warranties) to mitigate risk for clients.
Post-Transaction Integration: Oversee post-close integration, ensuring tax attribute preservation (Section 382 analysis) and earnings and profits (E&P) studies.
Practice Growth & Business Development: Actively cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives to source new engagements.
Cross-Selling: Collaborate with Audit and Valuation partners to present a unified, multi-disciplinary service offering to prospective clients.
Thought Leadership: Represent the firm at industry conferences, publish articles on emerging M&A tax trends, and lead internal and external webinars.
Talent Development: Recruit, train, and mentor a team of Managers and Directors, fostering a culture of technical excellence and rapid career progression.
Operational Management: Manage the financial performance of the M&A practice, including billing, realization rates, and resource allocation.
Quality Control: Maintain the highest standards of risk management and compliance with firm policies and professional standards.

Requirements

What you’ll need

Bachelor’s degree in Accounting, Finance, or Economics required.
Master’s in Taxation (MST) or LLM in Taxation is highly preferred.
Active CPA license or JD required.
15+ years of progressive tax experience in a public accounting firm or a specialized M&A boutique.
Minimum of 10 years specifically dedicated to M&A tax / Transaction Advisory Services.
Proven track record of managing a book of business and leading teams.
Deep expertise in Subchapter C, Subchapter S, and Partnership taxation.
Familiarity with Consolidated Returns and International Tax concepts (GILTI, FDII, Subpart F) as they relate to transactions.
Proficiency in analyzing Stock Purchase Agreements (SPA) and Membership Interest Purchase Agreements (MIPA).

Benefits

Comp & perks

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.