Pass-Through Tax Partner — 1040 & Private Client

C010 Cherry Bekaert Advisory LLC; United States; Vor Ort; USD 350.000 - 650.000; Vollzeit

Benefits dieser Stelle

Relocation assistance

Zusammenfassung

Cherry Bekaert LLP in Rockville, MD, seeks a 1040 & Pass-through Partner to lead Private Client Services and drive growth for partnerships, owners, families, and high-net-worth individuals.

You will guide complex 1040 compliance and pass-through taxation with a client-focused, advisory approach while mentoring staff and collaborating across the firm to expand services and opportunities.

Qualifikationen

• Active CPA license required.
• Bachelor’s degree in Accounting, Finance, or Economics required.
• Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance.
• Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning.
• Strong leadership and staff development skills.
• Excellent oral and written communication skills.
• Exceptional interpersonal skills for collaborating with partners and guiding clients.
• Excellent problem-solving, organizational, and analytical skills.

Aufgaben

• Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals.
• Specialize in pass-through entity taxation, with a focus on complex 1040 compliance and planning.
• Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements.
• Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment.
• Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients.
• Collaborate across service lines and offices, embracing the firm’s “one firm” mentality and commitment to colleagues’ success.

Kenntnisse

Leadership

Staff development

Communication

Tax compliance

Pass-through taxation

CPA license

Ausbildung

Bachelor's degree in Accounting, Finance, or Economics

Jobbeschreibung

Cherry Bekaert LLP in Rockville, MD, seeks a 1040 & Pass-through Partner to lead Private Client Services and drive growth for partnerships, owners, families, and high-net-worth individuals.

You will guide complex 1040 compliance and pass-through taxation with a client-focused, advisory approach while mentoring staff and collaborating across the firm to expand services and opportunities.