Financial Planning and Analysis

• play a critical role in delivering accounting advisory engagements to clients
• support CFOs and senior finance leaders in navigating complex financial reporting, operational challenges, and value creation initiatives
• implementation of new accounting standards (ASC 606, ASC 842 / GASB 101 and GASB 103)
• complex financial statement close processes
• drafting and reviewing S-1 / S-4’s,10-K / 10-Q’s, and 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
• technology and AI strategy and enablement
• large data set manipulation and problem solving
• internal control and best practice evaluation
• validation of information between multiple sources of financial information

Senior Associate, CFO Advisory

• 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

Tax Manager – Exempt Organizations

• Grow and lead the South Florida tax practice
• Collaborate with Tax leaders to drive regional growth
• Provide tax and consulting services to an existing client base
• Help manage utilization and productivity of professionals
• Drive business development efforts and expand services

Tax Director

Client Services Representative

• Serve as a primary contact for clients on non‑technical questions
• Request, track, and organize supporting documents
• Follow up on engagement letters, consents, and e-file forms
• Assist clients with Suralink, TaxCaddy, SafeSend, and other tax technology tools
• Partner with Managers to streamline processes and support internal operations
• Prepare PBC and Open Items Lists
• Gather financials for quarterly estimates and coordinate with Partners on required client estimations

Client Support Liaison

Manager

• Work closely with Partners and Directors to manage buy-side and sell-side financial and tax due diligence engagements
• Perform quality of earnings, quality of assets and working capital analyses by interviewing management, and analyzing & synthesizing data to identify historical and future financial and operational trends
• Develop relationships with client’s senior-leadership teams and target company executives
• Communicate due diligence findings in a formal report
• Supervise junior staff and provide performance review feedback

Deal Advisory Manager

• Plan, organize, conduct, manage, and oversee projects and services in business valuation analysis, industry research, and related investigative services
• Understand and manage firm risk on projects and proposals
• Supervise, train, and mentor Senior Associates, Associates, and Interns on valuation of financial instruments and related services.
• Assess performance of staff for engagement and year-end reviews
• Work closely with audit teams and regulators
• Work closely with Partners and Staff on client management, practice development, and business development processes
• Participate in conducting presentations and seminars

Valuation Manager

IT Support

• Lead and develop A&A associates
• Provide superior client service in a fast-paced environment
• Manage multiple projects simultaneously
• Engage with clients in various commercial industries

Audit Manager

• Lead preparation, review, and quality control of Partner and corporate 1040 tax returns
• Manage multiple engagements simultaneously
• Provide technical guidance and mentorship to team members
• Build and maintain strong relationships with internal clients
• Collaborate with other tax professionals
• Identify opportunities to improve processes
• Participate actively in business development efforts
• Demonstrate leadership and contribute to employee engagement
• Stay current on tax regulations and trends

Senior Tax Manager – Internal Firm Partnership

Risk

• Grow the practice through expansion of services to existing clients and obtaining new clients
• Lead teams in the performance of consulting engagements to effectively manage risks across an organization
• Overall planning and supervision of engagements including conducting discussions with clients; developing and reviewing deliverables; directing team members; briefing clients and Cherry Bekaert partners; and providing technical assistance on complex issues
• Ensuring that services to clients are of the highest quality and consistently applied across clients
• Managing profitability of engagements, including (but not limited to) staffing levels, utilization, billing rates, realization, WIP, accounts receivable, and controllable expenses, to achieve excellent financial results, including meeting or exceeding budget
• Recruiting, developing and retaining staff
• Maintaining advanced understanding of grant lifecycle management
• Monitoring regulatory changes and advise clients on adapting policies and procedures to maintain compliance
• Maintaining a strong client focus by understanding the client’s business needs while developing productive working relationships with client personnel to accomplish objectives
• Leading the development of new services and solutions including data analytics, process automation, compliance management systems, and targeted solutions
• Leading proposal development efforts in response to Requests for Proposals
• Pursuing new work and clients through business development activities
• Actively encouraging team members to contribute ideas and identify potential opportunities to apply Cherry Bekaert's services
• Contributing to the internal development of the practice, including process improvement or operations
• Actively engaging in the marketplace by creating thought leadership content, speaking at conferences, and participating in podcasts and webinars

Gov't & Public Sector Risk Advisory Director – Grants Management

• 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

Tax Partner

• Support the performance of engagements by managing and delivering timely and accurate accounting advisory services
• Participate in discussions with client leadership (CFO’s, Controllers, and Business Owners)
• Maintain a strong client focus by understanding the client’s business needs
• Employ critical thinking skills to assess the flow of information through people, processes, and technology to eliminate manual operations
• Leverage automation and digital processes to help clients realize significant performance improvements quickly
• Advise clients through accounting system selection and implementation

CFO Advisory, Senior Manager, Accounting Advisory

• Lead and manage the delivery of international tax compliance services for clients
• Ensure accurate preparation, review, and filing of international tax returns and documentation
• Oversee all aspects of tax compliance engagements, including preparation and review of tax returns
• Ensure compliance with U.S. and foreign tax laws for multinational clients
• Lead foreign tax credit calculations, reporting, and documentation
• Provide technical guidance and training to staff
• Support clients during tax audits and regulatory reviews
• Collaborate with partners to ensure seamless delivery of compliance services

International Tax Manager – Compliance

Accountant

• Prepare and review Partner and corporate 1040 tax returns, ensuring technical accuracy and compliance with all relevant tax laws and firm policies.
• Manage multiple tax engagements simultaneously, meeting deadlines and maintaining high-quality deliverables.
• Provide guidance and mentorship to Associates and Interns, assisting in their technical development and knowledge growth.
• Communicate effectively with internal clients (partners and corporate entities), responding proactively and tailoring the client experience to their needs.
• Collaborate with other tax professionals and service lines to leverage firm resources and deliver comprehensive tax solutions.
• Maintain up-to-date knowledge of tax regulations, industry trends, and firm procedures through continuous learning and professional development.
• Perform thorough self-reviews and quality control checks on all workpapers and documentation before submission.
• Support the firm’s shared values by fostering a positive team environment and contributing to employee engagement.
• Participate in firm-sponsored training, networking, and development activities to enhance technical and professional skills.

Senior Tax Accountant – Firm Partnership Tax

• Lead and manage Sage X3 financial implementation projects, including multi-company, multi-currency, and multi-legislation environments
• Oversee requirements gathering, process analysis, and design for core financial modules (General Ledger, Accounts Payable/Receivable, Fixed Assets, Cash Management, Budgeting, Cost Accounting, and Financial Reporting)
• Configure and customize Sage X3 Finance features to align with client business needs, including workflows, reporting, integrations, and compliance with local regulations (e.g., GAAP, IFRS, VAT)
• Mentor and coach junior consultants, lead workstreams, and ensure team adherence to best practices and project timelines
• Conduct client workshops, training sessions, and user acceptance testing to drive adoption and minimize post-go-live issues
• Identify opportunities for process improvements, additional services, and upselling within client engagements
• Manage project scope, budgets, timelines, and risks; prepare proposals, estimates, and status reports
• Provide post-implementation support, troubleshooting, and optimization to ensure long-term client satisfaction
• Stay current with Sage X3 updates, certifications, and industry trends to deliver cutting-edge solutions
• Collaborate with technical teams for customizations, integrations (e.g., APIs, EDI), and third-party tools.

Sage X3 Financial Consulting Manager

Executive Assistant

• Effectively manages and maintains calendars utilizing Microsoft Outlook
• Proactively reviews upcoming appointments to identify and address any potential scheduling conflicts
• Manages intricate domestic and international travel itineraries utilizing Concur software
• Integrates travel information—including flights and hotel accommodations—into the Outlook calendar
• Coordinates business travel logistics, including scheduling meals and appointments across multiple stakeholders
• Manages large group meetings by assisting with presentations, organizing meals, preparing and sharing agendas, arranging A/V and teleconferencing setups, and handling transportation logistics
• Prepares expense reports, memos, and letters