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Core Competencies
Role fitCore 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
Tailor your resumeApplicant 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
