Manager

• Collaborate with Tax Practice leaders and engagement teams to understand business needs and drive consistency across locations, with a focus on efficiency and financial performance
• Analyze scheduling, utilization, and forecasting data to provide insights that support staffing decisions and improve workforce planning
• Monitor staff workloads and proactively address scheduling conflicts to ensure balanced utilization and alignment with engagement needs
• Align resources based on skillset, industry experience, technical expertise, and geography to maximize effectiveness and client outcomes
• Generate and interpret reports related to productivity, utilization, profitability, and availability, identifying trends and opportunities for improvement
• Facilitate scheduling discussions, provide recommendations, and follow up on outstanding staffing challenges to ensure timely resolution
• Maintain workforce plans and partner with leadership, Finance, and HR to address variances and support strategic initiatives
• Build trusted relationships with internal stakeholders, serving as a key advisor on resource management and operational efficiency
• Participate in talent development discussions, offering input on staffing opportunities aligned with individual goals and career growth
• Lead or support onboarding and training related to scheduling systems, tools, and processes
• Contribute to continuous improvement efforts by sharing best practices and supporting firmwide resource management initiatives

Resource Manager

Solutions Engineer

• Lead the design and evolution of enterprise architecture solutions that support Cherry Bekaert’s internal IT landscape
• Collaborate with business and IT stakeholders to define technology strategies, roadmaps, and scalable solution designs
• Translate internal business requirements into secure, high-performing, and maintainable architecture solutions
• Establish and maintain architecture standards, governance processes, and documentation across systems
• Oversee integration strategies to ensure seamless connectivity across applications, platforms, and data environments
• Evaluate and recommend emerging technologies to enhance operational efficiency and enable innovation
• Partner with internal teams to guide implementation and ensure alignment with enterprise architecture principles

Enterprise Solutions Architect

• 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.

Transaction Tax Partner

Medical Director

• Lead and manage buy-side and sell-side accounting and financial due diligence engagements
• Develop relationships with clients and engage in effective interactions with target company executives
• Perform quality of earnings and working capital analyses
• Identify and evaluate matters that potentially impact enterprise value and the purchase or sales price
• Identify and evaluate financial and operational trends of target companies
• Communicate effectively, both verbal and written, our due diligence findings
• Supervise multiple professionals and prioritize tasks, serving as a hands-on lead for engagements from inception to completion
• Participate in performance reviews and new business development activities

Deal Advisory Director – Healthcare

Financial Planning and Analysis

• Manage and lead client engagements, including monthly close and consulting projects, from planning through execution and delivery
• Serve as a key client contact, building strong relationships and acting as a trusted advisor to ensure timely, high‑quality deliverables within budget
• Prepare and present financial results and analysis to client management, finance committees, and audit committees, with support from Directors as appropriate
• Oversee client invoicing processes, including review and coordination of collection follow‑ups
• Mentor, coach, and develop team members, fostering professional growth, engagement, and collaboration
• Assist with staffing, resource planning, and utilization management across engagements
• Identify opportunities to leverage technology and innovative solutions to enhance service delivery and operational efficiency
• Ensure engagements comply with industry standards, firm methodologies, and best practices while monitoring key financial and performance metrics
• Support practice leadership with strategic initiatives by identifying client expansion opportunities and contributing to growth efforts

Senior Manager, Finance & Outsourced Accounting – Not-for-Profit

• Lead the execution and quality assurance of accounting advisory engagements
• Oversee accounting positions and manage delivery timelines
• Monitor project progress and manage risks in client service delivery
• Collaborate on technical accounting positions and quality assurance processes
• Translate complex accounting concepts for financial and non-financial audiences
• Provide practical guidance to support critical business decisions
• Contribute to business development through technical excellence and client relationships
• Supervise engagement teams and ensure alignment with deadlines, objectives, and quality standards

CFO Advisory, Accounting Advisory Director

• Consistently grow the practice through expansion of services to existing clients
• Execute the Firm and Tax Service Line vision, strategy, and goals for the South Florida tax practice
• Manage the utilization and productivity of professionals to achieve operational and financial targets
• Provide coaching, mentoring, and training to develop professionals within the practice

Tax Partner

• 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

• 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 in a fast-paced, dynamic environment
• Consult with market and Firm leaders
• Network within the community and client industries

Senior Tax Associate – Nonprofit

Controller

• Provide leadership to the accounting team
• Prepare and oversee financial statements
• Ensure accurate financial reporting in compliance with U.S. GAAP
• Oversee the monthly close of the General Ledger
• Coordinate the annual audit process with external auditors
• Develop and implement financial policies and internal controls
• Oversee accounts payable processes and payroll operations
• Monitor cash flow and manage budgeting activities
• Assist in strategic financial planning and risk management initiatives
• Collaborate with the CFO and executive leadership on financial strategies

Payroll

• Lead and oversee the end-to-end payroll process, ensuring timely, accurate, and compliant payroll delivery across the organization and its subsidiaries
• Provide leadership, coaching, and development to a team of payroll professionals, fostering accountability and continuous growth
• Ensure all payroll transactions — including new hires, terminations, and compensation changes — are processed accurately and efficiently
• Serve as the primary point of contact for payroll-related inquiries, delivering responsive and high-quality support to employees and leadership
• Monitor and ensure compliance with all federal, state, and local payroll laws and regulations, proactively implementing updates as needed
• Prepare and review payroll-related filings and reporting, including tax payments, year-end forms, and required regulatory documentation
• Identify opportunities for process improvements to enhance payroll accuracy, efficiency, and overall service delivery
• Maintain and optimize payroll systems and tools to support business needs and scalability
• Collaborate cross-functionally with HR, People & Culture, Benefits, and IT teams to ensure seamless payroll operations and system integration

Payroll Manager

Systems Engineer

• Assess target company IT environments, including infrastructure, applications, and data architecture
• Develop detailed system inventories, data flow diagrams, and integration requirements for acquired entities
• Analyze business processes to determine system impacts and required changes
• Coordinate system migrations, data conversions, and application rationalization
• Analyze acquired firms’ application landscapes and assess compatibility, risks, and integration strategies
• Support data migration, system consolidation, and application rationalization efforts
• Coordinate with internal IT teams and external vendors to ensure successful system transitions
• Become familiar with public accounting software, including: CCH (Axcess Suite, Engagement, etc.), Thomson Reuters (GoFileRoom, Safesend, SurePrep, etc.)

Systems Analyst

Operations

• Manage and triage a steady stream of Workday support requests; analyze, resolve, document, and close tickets in a timely manner.
• Operate within established governance and intake processes; adhere to SLAs and escalation paths.
• Work inside a live Workday environment to execute configuration & maintenance tasks:
• Maintain and optimize the Business Process Framework
• Configure condition rules and validations
• Manage notifications and alerts
• Create and adjust calculated fields
• Develop and refine custom reports
• Perform security updates by domain and role-based access; execute EIB loads and corrections.
• Support regression testing for Workday R1/R2 releases.
• Stabilization Support: Assist with post-implementation cleanup and optimization
• Identify repeat issues and recommend structural fixes
• Support data integrity audits and reconciliation efforts
• Partner with People & Culture (P&C) and Payroll to reduce friction points
• Documentation: produce clear, professional documentation for changes, resolutions, and processes.
• Maintain a customer-focused mindset, ensuring operations run cleanly and disruptions are minimized.

Workday Operations Support – Temporary

• Support the performance of engagements by managing and delivering timely and accurate governmental accounting including the implementation of new accounting standards, account reconciliations and financial statement closing procedures, financial statement preparation, and on-demand government accounting support.
• Planning, managing, and performing a variety of engagements including but not limited to: Account and Financial Close and Reconciliation Assistance, ACFR Preparation, Implementation of New Accounting Standards, Accounting Analysis Related to Compliance with Laws and Regulations, Ongoing Best Practice and High-Performance Government Accounting Support
• Assessing and evaluating client accounting challenges, developing tailored advisory solutions and establishing the timeline and scope of engagements
• Evaluating complex governmental accounting situations and determining the appropriate treatment under GAAP
• Reviewing Annual Comprehensive Financial Report (ACFR) for accuracy and completeness against benchmarks such as GFOA’s ACFR review checklist
• Identifying best practices or other recommendations in clients account reconciliation or other financial processes and develop and executive level report of the findings
• Providing status updates to client leadership on the current status of tasks and any findings or recommendations identified
• Overseeing firm objectives (engagement economics) and manage resources to ensure that established goals are met on each project assigned
• Ensuring team is up to date on related governmental accounting pronouncements and industry developments and assisting with supervision of team members as assigned, including staff professional development, training, and performance evaluation utilizing firm developed tools and processes
• Developing one or more areas of technical specialization and begin to serve as a technical consultant, both internally and externally
• Developing content such as articles, podcasts, or webinars on governmental accounting matters to build brand recognition of GPS accounting advisory group
• Serving as a trusted advisor to clients, identifying opportunities for expanded services
• Developing outside relationships with a goal to foster long-term business development

CFO Advisory, Manager – GPS State & Local Gov't

General

• Manage the Tax department resource pool, tracking utilization, capacity, and staffing needs across tax services
• Collaborate with Tax Directors, Engagement Partners, and Project Managers to forecast staffing requirements and assign resources to engagements
• Monitor engagement milestones, deadlines, and workload balance; identify and escalate risks to leadership
• Maintain accurate staffing analytics and dashboards; provide regular reports to help with capacity planning and budgeting
• Facilitate onboarding, ramp-up, and ongoing development of personnel; support timesheet accuracy and compliance
• Coordinate with Recruiting and HR to fill resource gaps; support peak-season planning and cross-training initiatives
• Maintain and organize knowledge resources, standard tax workflows, and best practices to improve efficiency
• Serve as a liaison between Tax teams and other functions (Finance, IT, Quality & Risk) to support cross-functional collaboration
• Troubleshoot resource-related issues (availability, skills gaps) and recommend process improvements
• Ensure effective use of workload management tools and time-entry systems; champion data integrity

CBH

Resource Manager

Enterprise Solutions Architect

Transaction Tax Partner

Deal Advisory Director – Healthcare

Senior Manager, Finance & Outsourced Accounting – Not-for-Profit

CFO Advisory, Accounting Advisory Director

Tax Partner

Tax Partner

Senior Tax Associate – Nonprofit

Controller

Payroll Manager

Systems Analyst

Workday Operations Support – Temporary

CFO Advisory, Manager – GPS State & Local Gov't

Resource Coordinator