• Manage clients’ tax compliance needs and anticipate tax and business issues
• Recognize tax planning opportunities
• Serve as the main point of contact for clients
• Manage workflows, deadlines, deliverables, and client communications
• Solve problems for middle-market clients in manufacturing, real estate and construction, professional services, and other industries
• Manage engagements and review complex individual and partnership returns
• Serve high-net-worth individual clients with estate, gift, and trust tax planning and compliance needs
• Lead tax staff, seniors, and managers
• Train and develop less experienced professional staff
• Provide superior client service
• Leverage project management, analytical, interpersonal, and communication abilities

Tax Senior Manager

Manager

• Lead various projects and support strategic initiatives within the Professional Practices team and assurance service line
• Provide end-to-end support to the assurance service line on audit methodology, quality control, integration of acquired firms, audit process and innovation, and technical accounting
• Support audit teams across a variety of commercial industries
• Contribute to audit quality and standards initiatives
• Navigate and support firm acquisitions
• Apply project management, analytical, interpersonal, oral, and written communication skills in a highly visible role

Professional Practices Audit Manager

• Manage audit engagements for the South Florida practice
• Provide assurance and audit services to clients across commercial industries
• Maintain exceptional client relationships and client service
• Lead and develop A&A associates
• Apply project management and analytical skills to audit work
• Support business development activities
• Collaborate with clients and professionals across the firm
• Travel on a limited basis within the South Florida region

Audit Manager

Artificial Intelligence

• Lead and build Cherry Bekaert’s AI Center of Excellence from inception
• Define the organizational structure, recruit the team, establish the operating model, and deliver the first wave of production AI workflows within six months
• Own the Firm’s AI production strategy across Tax, Assurance, Advisory, and Wealth Management
• Direct the Production Track in shipping reusable prompt libraries, Claude skills, workflow templates, and integration patterns
• Activate and sustain the Coordination Track with AI Training and Use Case + ROI leads
• Build and manage an AI Ambassador network of 12 to 20 professionals
• Establish AI governance policies with the AI Governance Council
• Translate AI production outcomes into executive-ready business cases and demonstrate ROI
• Monitor the competitive AI landscape and identify opportunities to accelerate the Firm’s AI maturity
• Collaborate with Information Security, Legal, and Compliance on responsible AI, data privacy, and regulatory alignment
• Manage the CoE budget, vendor relationships, and platform licensing
• Represent the Firm’s AI capabilities at industry events, recruiting channels, and peer forums
• Lead, coach, mentor, and provide performance feedback to the AI CoE team

AI Center of Excellence Director

• Serve as a trusted advisor to government contractor clients across the contract and grant management lifecycle
• Lead compliance and gap assessments involving FAR, DFARS, CAS, and related federal requirements
• Support client interactions with DCAA, DCMA, and other agency auditors
• Review solicitation clauses, contract terms, and award requirements
• Provide proposal, pricing, estimating, and cost or price analysis support
• Support contract modifications, bid protests, requests for equitable adjustments, claims, and contract closeouts
• Help clients develop processes, policies, procedures, internal controls, and training
• Coach, mentor, and provide professional development and performance feedback to team members
• Build relationships with executive stakeholders
• Contribute to business development and practice growth initiatives

Manager – Government Contractor Advisory

Financial Planning and Analysis

• Prepare day-to-day and month-end accounting support including journal entries in key process areas: Premium revenue recognition, Loss reserves and IBNR accruals, Prepaid expenses and accrued liabilities, Cash and investment accounting, Account reconciliations and supporting schedules.
• Perform complex balance sheet reconciliations and resolve reconciling items timely.
• Assist with month-end, quarter-end, and year-end close processes for captive insurance clients.
• Prepare and review monthly and quarterly financial reporting packages for management and boards.
• Develop and maintain a strong understanding of each assigned client’s operations, captive structure, and accounting system.
• Assist with statutory and GAAP-based financial reporting as applicable.
• Support regulatory filings and compliance requirements for captive insurance entities, including coordination with captive manager team and domiciliary regulators.
• Collaborate with actuaries and third-party administrators (TPAs) to support loss reserve analysis and claims data reconciliation.
• Assist external auditors and tax advisors by preparing schedules, explanations, and supporting documentation for audits and tax filings.
• Assist in the preparation and review of annual 1099 filings.
• Recommend, design, and implement accounting controls, policies, and process improvements.
• Communicate proactively with clients regarding accounting matters, deliverables, and timelines.

Senior Associate, Finance & Accounting Outsourcing – Captive Insurance Industry

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

Full-stack Engineer

• Provide leadership to the team through coaching, mentoring, professional development, and regular performance feedback.
• Design, implement, and support enterprise endpoint management solutions, including device provisioning, configuration management, software deployment, patch management, compliance enforcement, and device lifecycle administration across multiple platforms.
• Develop, administer, and continuously improve identity and access management capabilities, including authentication, authorization, multi-factor authentication (MFA), single sign-on (SSO), role-based access controls (RBAC), and governance processes.
• Implement and maintain endpoint security controls, modern authentication methods, device protection strategies, and technology standards that support a secure and compliant environment.
• Serve as a senior escalation resource for complex endpoint, identity, and security-related issues while supporting incident response and troubleshooting efforts.
• Collaborate with cybersecurity, infrastructure, and IT operations teams to establish standards, drive automation initiatives, improve operational efficiency, reduce technical debt, and support enterprise technology programs.
• Evaluate emerging technologies and recommend enhancements that improve security, scalability, reliability, and overall service delivery.
• Develop and maintain technical documentation, operational procedures, standards, and runbooks to promote consistency and knowledge sharing.
• Identify opportunities for continuous improvement and automation to enhance the employee technology experience and optimize operational processes.

Senior Endpoint and Identity Engineer

• Develop and implement net-new analytical frameworks for the service line
• Serve as primary financial business partner to assigned service line leadership
• Collaborate with service line leaders to align on financial goals
• Profitability analysis — evaluate service line margins, pricing, and cost structure
• Own the full budget, forecast, and long-range planning cycle
• Analyze historical financials and monitor service line KPIs
• Own month-end and quarterly close reporting cycle
• Manage WIP and AR reserve process in coordination with accounting
• Monitor, track, and analyze costs across assigned service line
• Develop and maintain financial models to forecast current and future performance
• Build and maintain Power BI dashboards and Workday Adaptive Planning models
• Lead quality and process improvement initiatives
• Mentor and develop FP&A analysts
• Create and implement FP&A policies and procedures

Senior FP&A Manager

Risk

• Lead insurance-focused client engagements across risk, compliance, internal audit, governance, internal controls, and advisory services, with accountability for quality, scope, budget, staffing, and deliverables
• Serve as the primary engagement leader for Life & Health, Property & Casualty and/or Reinsurance client relationships, building strong connections with executives and business leaders
• Provide practical guidance on insurance industry risks, regulatory developments, governance, risk management, operational effectiveness, and internal control design and operation
• Lead cross-functional project teams across multiple concurrent engagements, helping teams deliver timely, high-quality work aligned to client expectations
• Review findings, recommendations, and deliverables to support clear, actionable insights for clients and Firm leadership
• Identify client needs and service opportunities, contribute to proposals, and support growth of the Risk Advisory practice
• Coach, mentor, and develop team members while fostering a collaborative, inclusive, and high-performing environment

Senior Risk Advisory Manager – Insurance

General

• Design, develop, test, and maintain production-grade applications using technologies such as React, Next.js, TypeScript, Python, and Flask.
• Lead sprint-level technical delivery by breaking down requirements, identifying dependencies and risks, and coordinating work across engineering teams.
• Drive engineering quality through code reviews, testing standards, documentation, secure coding practices, and adherence to Definition of Done requirements.
• Serve as a primary technical resource for resolving developer blockers, clarifying requirements, and evaluating implementation tradeoffs.
• Collaborate with Solution Architects to execute solution designs and elevate architecture decisions when appropriate.
• Work closely with DevOps teams to support CI/CD processes, automated testing, security requirements, release readiness, and deployment success.
• Mentor and coach engineers through code reviews, pair programming, knowledge sharing, and cross-functional learning opportunities.
• Support Agile delivery practices including backlog refinement, sprint planning, estimation, daily standups, retrospectives, and progress tracking.
• Develop and maintain technical documentation, including API specifications, component documentation, architecture decision records, coding standards, and operational runbooks.
• Monitor application performance following releases and participate in troubleshooting, incident response, and corrective actions when needed.
• Provide leadership and guidance to team members through coaching, professional development support, and ongoing performance feedback.
• Participate in recruiting activities, including technical interviews, candidate evaluations, and technical assessment reviews.
• Contribute to continuous improvement initiatives that strengthen software quality, security, reliability, maintainability, and development practices.

Development Lead

Affiliate Manager

• Participate in the strategy, growth and overall performance of the Firm’s assurance practice across the Dallas and Fort Worth offices, executing the vision and goals of the Assurance service line in the local market.
• Drive practice growth by expanding services to existing clients, cross-serving with the Firm’s tax and advisory practices and originating new client relationships across the middle market.
• Cultivate and expand a professional network of clients, referral sources and centers of influence, including private equity sponsors, attorneys, bankers and other intermediaries, to build a durable business development pipeline.
• Lead strategic pursuits, personally engaging in key proposals, executive presentations and fee negotiations for significant or complex engagements.
• Serve as a visible ambassador for the Firm in the Dallas–Fort Worth business community through thought leadership, industry involvement and community engagement.
• Serve as the senior relationship leader and trusted advisor for a portfolio of assurance clients across a broad range of middle-market commercial industries, with particular emphasis on private equity-backed portfolio companies.
• Oversee the delivery of high-quality audit and assurance engagements, ensuring technical rigor, adherence to professional standards and exceptional client service throughout the engagement lifecycle.
• Provide senior technical guidance on complex accounting and auditing matters, serving as an escalation point for engagement teams and a steward of audit quality and risk management.
• Anticipate and address evolving client needs, bringing the full breadth of the Firm’s platform to bear on behalf of clients.
• Lead, mentor and develop the assurance team across both offices, fostering technical excellence and a collaborative, high-performing service culture.
• Build and sustain a talent pipeline, proactively identifying, attracting and retaining high-potential professionals in advance of need.
• Coach and sponsor the growth of managers and senior staff, supporting progression toward director and partner roles and strengthening the practice’s succession bench.
• Collaborate with the Firm’s recruiting and human resources functions to design career paths, development frameworks and retention strategies that support sustainable practice growth.
• Own the economic performance of the practice, including revenue growth, realization, utilization, margin and other key performance indicators.
• Drive operational excellence through sound engagement economics, resource and capacity planning, and disciplined quality control.
• Drive consistency, collaboration and communication across the Assurance service line, Market Leaders, Shared Services Leaders and the Firm’s advisory and industry teams in support of the broader strategic plan.

Audit Partner

Compliance

• Support the administration of Continuing Professional Education (CPE) compliance activities in alignment with NASBA, state board regulations, and other applicable standards
• Coordinate and help maintain CPE compliance processes, procedures, and communications to drive regulatory adherence and improve the associate experience
• Maintain accurate and up-to-date learning and compliance records within learning management systems and tracking tools
• Assist with CPE audits, reporting, and documentation to support internal and external regulatory requirements
• Partner with internal stakeholders across HR, talent, and service lines to ensure timely and accurate completion of CPE requirements
• Monitor compliance data and identify discrepancies, ensuring timely resolution and follow-up
• Contribute to process improvements and enhancements to increase efficiency, accuracy, and user experience
• Support regulatory readiness efforts, including documentation preparation and audit response coordination

Senior CPE Compliance Coordinator

IT Support

• Manage audit processes for funds and asset management
• Lead and develop A&A associates
• Provide superior client service with a focus on integrity
• Collaborate in a fast-paced environment to meet client needs

Audit Manager – Funds/Asset Management

AI Engineer

• Writes, tests and refines prompts across Tax, Assurance, Advisory and Wealth Management use cases, following the architectural standards and prompt patterns established by the Workflow Architect.
• Builds, maintains and versions Claude skills and workflow components, managing the full lifecycle from development through testing to production deployment.
• Curates and organizes the Firm’s prompt library, tagging entries by service line, use case type, complexity tier and validation status to maximize discoverability and reuse across teams.
• Conducts quality assurance testing on AI outputs, including accuracy validation, edge case testing, hallucination detection and compliance checks against the Firm’s professional standards.
• Supports the Ambassador network by providing hands-on technical assistance, troubleshooting workflow issues and delivering implementation guidance when new tools and skills launch.
• Documents prompt engineering patterns, skill specifications and build processes in the CoE knowledge base, creating the reference material that enables the team to scale.
• Collaborates with service line professionals and subject matter advisors to capture domain-specific requirements and translate them into prompts and skills that reflect how work actually gets done.
• Participates in use case intake, evaluating submitted ideas from across the Firm for technical feasibility, effort estimate and alignment with the existing production roadmap.
• Monitors AI platform updates and new capabilities (e.g., Anthropic Claude releases, new tool-use and agentic features) and assesses their impact on existing skills and workflows.
• Contributes to the Firm’s AI training materials by developing prompt examples, live skill demonstrations and technical reference guides that the Coordination Track uses for Ambassador enablement.

CBH