Remote Asset Management Tax Partner - Growth Leader

Cherry Bekaert LLP; United States; Remote; USD 300,000 - 700,000; Full time

Benefits offered by this job

Annual bonus

Medical insurance

Dental insurance

Vision care

Disability insurance

Life insurance

Paid time off

Retirement plans

Paid care leave

Job summary

Cherry Bekaert LLP, a leading US firm, seeks an Asset Management Tax Partner to lead engagement teams serving asset management clients, including private equity, hedge funds, and other investment vehicles. You will advise on partnership taxation, fund structuring, and tax compliance while expanding client relationships and contributing to firm strategy.

Expect to mentor staff, collaborate across practice areas, and drive innovation in service delivery and client experience, with a focus on

Qualifications

• 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.

Responsibilities

• Serve as lead tax advisor to asset management clients, including private equity, hedge funds, venture capital 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.
• 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.
• 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.
• 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.

Skills

Leadership

Client relationship management

Communication skills

Mentoring

Strategic thinking

Business development

Education

CPA

JD/LLM

Bachelor’s degree in Accounting

Job description

Cherry Bekaert LLP, a leading US firm, seeks an Asset Management Tax Partner to lead engagement teams serving asset management clients, including private equity, hedge funds, and other investment vehicles. You will advise on partnership taxation, fund structuring, and tax compliance while expanding client relationships and contributing to firm strategy.

Expect to mentor staff, collaborate across practice areas, and drive innovation in service delivery and client experience, with a focus on