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Cherry Bekaert · 1 day ago

Transaction Tax Partner

United States

Full-time

Remote

Director/Executive

15+ years exp

Cherry Bekaert is one of the largest accounting and consulting firms in the country, known for its collaborative environment and commitment to professional development. The Transaction Tax Partner will lead and grow the Transaction Advisory Services practice, serving as a strategic advisor to clients and overseeing complex tax engagements while driving business development and managing the practice’s operations.

AccountingConsultingFinancial ServicesWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Market Facing: 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

Qualification

M&A Tax ExpertiseCPA LicenseTax StructuringSubchapter C TaxationInternational Tax ConceptsStock Purchase AgreementsBusiness DevelopmentRisk ManagementTeam Leadership