Asset Management Tax Partner

Cherry Bekaert Advisory; United States; On-site; USD 350,000 - 600,000; Full time

Benefits offered by this job

Annual bonus

Medical

Dental

Vision care

Disability & life insurance

Generous Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert in the United States seeks an accomplished Asset Management Tax Partner to lead growth and delivery of tax services for private equity, hedge funds, venture capital funds, and related investment vehicles.

You will guide complex partnership taxation, fund formation, and investor tax matters, mentor teams, and shape the strategic direction of the Asset Management Tax Practice while collaborating across the firm to deliver integrated solutions.

Qualifications

• Active CPA or JD/LLM required.
• 15+ years 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.

Responsibilities

• Lead lead tax advisor to asset management clients (private equity/hedge funds/VC funds).
• Advise on complex partnership taxation, fund structuring, tax compliance and reporting.
• Provide guidance on fund formation, carried interest, management company structures, blockers.
• Oversee delivery of high-quality tax services while managing risk and maintaining technical excellence.
• Collaborate with state/local/international tax and advisory teams to deliver solutions.

Skills

CPA or JD/LLM

Asset management tax expertise

Leadership

Business development

Education

Bachelor's degree in Accounting

CPA or JD/LLM

Job description

Cherry Bekaert, consistently recognized as a Great Place to Work , is proud to have been recognized by Accounting Today as a Best Tech Firm for leadership in AI governance and data strategy. Our strategy is to be digitally driven, industry-aligned, and focused on the middle market.

We are seeking an accomplished Tax Partner to join our Asset Management Practice . This leadership role is responsible for driving the growth and delivery of tax services to asset management clients, including private equity funds, hedge funds, venture capital funds, private credit funds, fund sponsors, management companies, and related investment structures.

The Asset Management Tax Partner will serve as a trusted advisor to clients on complex tax matters, lead engagement teams, develop talent, expand market presence, and identify opportunities to deepen client relationships. This individual will help shape the strategic direction of our Asset Management Tax Practice while collaborating with leaders across the firm to deliver integrated solutions to clients throughout the investment lifecycle.

Key Responsibilities

Client Leadership & Technical Excellence

• 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 matters, 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 the delivery of high-quality tax compliance and consulting services while managing risk and maintaining technical excellence.
• Collaborate with specialists across state and local tax, international tax, transaction advisory, and other practice areas to deliver comprehensive client solutions.

Business Development & Practice Growth

• Develop and execute growth strategies for the Asset Management Tax Practice.
• Expand relationships with existing clients and cultivate new business opportunities within the asset management and alternative investment marketplace.
• Build relationships with fund sponsors, investment managers, attorneys, bankers, and other centers of influence.
• Enhance the firm's visibility through thought leadership, industry participation, speaking engagements, and published content.

Leadership & Team Development

• Lead, mentor, and develop tax professionals across all levels of the practice.
• Foster a culture of collaboration, technical excellence, innovation, and client service.
• Recruit and retain top talent within the asset management tax practice.
• Provide technical training and coaching to support professional development and succession planning.

Strategic Practice Leadership

• Partner with firm leadership to establish strategic priorities for the Asset Management Tax Practice.Monitor industry trends, regulatory developments, and emerging tax issues impacting the asset management sector.
• Drive innovation in service delivery, technology utilization, and client experience initiatives.
• Contribute to firmwide initiatives supporting growth within the financial services industry vertical.

Qualifications

• Active CPA or JD/LLM required
• Bachelor's degree in Accounting is required
• 15+ 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.

What you can expect from us:

• 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 with generous PTO, including a firmwide week off for the 4th of July.

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of fina

Benefits Information:

• annual bonus
• medical
• dental
• vision care
• disability and life insurance
• generous Paid Time Off
• retirement plans
• Paid Care Leave
• other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of fina