Financial Planning and Analysis

• Perform day-to-day accounting activities for multiple client engagements, including general ledger, accounts payable, accounts receivable, and bank reconciliations
• Support month-end and year-end close processes, including journal entries, account reconciliations, and financial statement preparation
• Prepare accurate and timely financial reports and management reporting packages
• Maintain accounting records and ensure compliance with established processes and internal controls
• Assist with budgeting, forecasting, and other client accounting projects as needed
• Collaborate with clients and internal team members to resolve accounting issues and improve processes
• Leverage accounting systems and technology to support efficient service delivery
• Manage multiple client priorities while delivering high-quality client service

Senior Associate, Finance & Accounting Outsourcing

Administrative Assistant

• Provide essential administrative support to firm service lines
• Support electronic filing of tax returns and extensions and other service-specific deliverables
• Assist with GoFileRoom, CCH Axcess, and Smartsheet based on team needs
• Print, scan, sort, and organize documents and reports
• Manage inboxes, file repositories, Teams Channels, and general communications
• Provide onsite operational support, including breakroom and kitchen duties
• Assist visitors and staff and provide front desk support
• Manage mail and supplies
• Proactively identify potential issues and support continuous improvement
• Communicate progress, challenges, and solutions to leadership

Administrative Coordinator

Manager

• Lead strategic and traditional valuation engagements, including pre-deal analyses, value opinions, calculations of value, business enterprise valuations, purchase price allocations, impairment analyses, tax valuations, complex financial instruments, and litigation matters
• Manage the full engagement lifecycle, including client communication, relationship building, technical direction, deliverable review, and timely feedback to team members
• Serve as a trusted advisor to clients by translating complex valuation and corporate finance analyses into clear, actionable insights
• Direct complex financial analyses, valuation models, research, and ad hoc modeling supporting client decisions
• Manage engagement and proposal risk in alignment with Firm expectations
• Contribute to business development through client presentations, industry and technical conferences, and collaboration with practice leadership on new client strategies
• Recruit, train, mentor, and provide meaningful feedback to junior professionals while supporting their continued development

Senior Manager – Strategic Valuation Services

Data Coordinator

• Enter, maintain and manage data within the organization, ensuring accuracy and completeness
• Support the professional services team in analyzing and interpreting data to inform business decisions
• Act as a subject matter expert concerning CRM software and data policies and processes
• Provide direct internal client support via JIRA ticket requests
• Collaborate with team members to identify improvements in data management and analysis processes

Data Support Coordinator

General

• Design, develop, test, and maintain production-grade applications using 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 Definition of Done requirements
• Resolve developer blockers, clarify requirements, and evaluate implementation tradeoffs
• Collaborate with Solution Architects on solution designs and architecture decisions
• Work with DevOps teams on CI/CD, automated testing, security requirements, release readiness, and deployments
• Mentor and coach engineers through code reviews, pair programming, knowledge sharing, and cross-functional learning
• Support Agile delivery practices including backlog refinement, sprint planning, estimation, daily standups, retrospectives, and progress tracking
• Develop and maintain API specifications, component documentation, architecture decision records, coding standards, and operational runbooks
• Monitor application performance after releases and participate in troubleshooting, incident response, and corrective actions
• Provide coaching, professional development support, and performance feedback
• Participate in technical interviews, candidate evaluations, and technical assessment reviews
• Contribute to continuous improvement initiatives focused on software quality, security, reliability, maintainability, and development practices

Development Lead

• Provide federal tax expertise on corporate taxation, partnership taxation, mergers and acquisitions, compliance, and planning
• Work directly with National Tax Office members, Cherry Bekaert professionals, and clients
• Develop the vision, strategies, and action plans to grow the tax practice and ensure profitability
• Build technical resources and thought leadership for the National Tax Office
• Manage internal resources to complete client projects
• Collaborate with leaders across other disciplines
• Drive adoption of best practices for answering federal tax questions and recommending courses of action
• Support development of the firm’s technical positions and internal growth
• Ensure technical soundness of tax consulting and advisory work
• Provide tax consulting and advisory services
• Research and write technical tax memoranda
• Develop thought leadership and external marketing materials
• Analyze new laws, regulations, and sub-regulatory guidance
• Develop and deliver internal staff training on tax issues
• Assist with internal and external webinars and presentations
• Assist with firm-wide quality control procedures
• Collaborate with the Strategic Tax Advisory team’s mergers and acquisitions professionals

Tax Senior Manager – Corporate Taxation, Mergers and Acquisitions

• Enter, maintain and manage organizational data, ensuring accuracy and completeness
• Support the professional services team in analyzing and interpreting data to inform business decisions
• Act as a subject matter expert concerning CRM software, data policies and processes
• Provide support to the professional services team via JIRA ticket requests
• Collaborate with team members to identify improvements in data management and analysis processes
• Provide direct internal client support via JIRA tickets