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CBH

Asset Management Tax Partner

CBH

. Serve as lead tax advisor to asset management clients, including private equity, hedge funds, venture capital funds, private credit funds, and other alternative investment vehicles .

Posted 11/6/2026full-timeRemote • United StatesSeniorLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates deep technical expertise in partnership taxation and alternative investment fund structures, with a strong focus on client relationship management and business development. Proven leadership capabilities in mentoring tax professionals and driving innovation in service delivery within the asset management sector.

Highest-signal resume keywords
Active CPA Or JD/LLM15+ Years Of Experience In Asset ManagementPartnership Taxation ExpertiseBusiness Development ExperienceLeadership And Team Development

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Tax ComplianceTax ReportingFund StructuringInvestor-Related Tax ConsiderationsCarried Interest ArrangementsManagement Company StructuresBlocker CorporationsTechnical TrainingRisk ManagementClient Solutions
Soft Skills
Excellent CommunicationPresentation SkillsRelationship-BuildingMentoringCollaboration
Certifications & Qualifications
Active CPAJD/LLM
Industry Keywords
Asset ManagementPrivate EquityHedge FundsVenture Capital FundsPrivate Credit FundsAlternative Investment VehiclesPublic AccountingConsultingFinancial ServicesTax Compliance Services

About the role

Key responsibilities & impact
  • Serve as lead tax advisor to asset management clients, including private equity, hedge funds, venture capital funds, private credit funds, and other alternative investment vehicles
  • Advise clients on complex partnership taxation, fund structuring, tax compliance, tax reporting, and investor-related tax considerations
  • Provide guidance on fund formation, carried interest arrangements, management company structures, blocker corporations, and related entity planning
  • Oversee high-quality tax compliance and consulting services while managing risk and maintaining technical excellence
  • Collaborate with state and local tax, international tax, transaction advisory, and other specialists to deliver comprehensive client solutions
  • Develop and execute growth strategies for the Asset Management Tax Practice
  • Expand existing client relationships and cultivate new business opportunities
  • Build relationships with fund sponsors, investment managers, attorneys, bankers, and other centers of influence
  • Enhance firm visibility through thought leadership, industry participation, speaking engagements, and published content
  • Lead, mentor, and develop tax professionals across all levels
  • Foster collaboration, technical excellence, innovation, and client service
  • Recruit and retain top talent within the asset management tax practice
  • Provide technical training and coaching for professional development and succession planning
  • Partner with firm leadership to establish strategic priorities
  • Monitor industry trends, regulatory developments, and emerging tax issues
  • Drive innovation in service delivery, technology utilization, and client experience initiatives
  • Contribute to firmwide initiatives supporting growth in the financial services industry vertical

Requirements

What you’ll need
  • Active CPA or JD/LLM required
  • Bachelor’s degree in Accounting is required
  • 15+ years of experience serving asset management clients within a public accounting, consulting, or professional services environment
  • Deep technical expertise in partnership taxation and alternative investment fund structures
  • Proven success managing complex client relationships and serving as a trusted advisor to senior executives and investment professionals
  • Demonstrated business development and practice growth experience
  • Strong leadership, mentoring, and team development capabilities
  • Excellent communication, presentation, and relationship-building skills
  • Candidates must demonstrate eligibility to work in the United States
  • Cherry Bekaert will not provide work sponsorship for this position

Benefits

Comp & perks
  • Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities
  • Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success
  • Big firm resources and bench strength; small firm flexibility and openness to new ideas
  • Defined metrics and targets that eliminate ambiguity
  • Flexible work arrangements
  • Generous PTO, including a firmwide week off for the 4th of July
  • Annual bonus
  • Medical, dental, and vision care
  • Disability and life insurance
  • Retirement plans
  • Paid Care Leave
  • Other programs dedicated to enhancing personal and work life and providing financial protection