Tax Manager – Middle-Market & Estate Planning Leader

Cherry Bekaert LLP; Chicago (IL); Hybrid; USD 100,000 - 162,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert LLP is seeking a Tax Manager to support our Chicago Metro market. The successful candidate will manage the client’s tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities.

You will be the main client contact, coordinating workflows, deadlines, deliverables, and communications while also training and developing junior staff. We value strong technical knowledge of pass-through taxation, partnerships, and corporate structures, plus project

Qualifications

• Bachelor’s degree in accounting, Masters preferred.
• Must be CPA certified and have an active CPA license.
• Minimum of 5 years' of experience in public accounting with a minimum of 2 years' of managerial experience.
• Strong background and understanding of C- and S-Corporations, LLCs, and Partnerships.
• Demonstrated background in working with pass-through entity taxation, particularly with partnerships.
• Strong understanding of clients' businesses and industries.
• Preferred partnership experience includes entity structuring, operating agreement review and consultation, compliance, allocations, partner transactions and related matters.
• Experience with complex individual tax compliance and planning; estate tax compliance and planning are a plus.

Responsibilities

• Solve problems for middle-market clients in industries such as manufacturing, real estate and construction, and professional services
• Manage engagements and providing knowledgeable review of complex individual and partnership returns
• Build and serve our partnerships and high net-worth individuals with estate, gift and trust tax planning and compliance needs
• Leverage your project management, analytical, interpersonal, and communication abilities
• Lead tax staff and seniors in a fast-paced, dynamic environment
• Demonstrate superior client service skills

Skills

Project management

Analytical abilities

Interpersonal skills

Communication abilities

Education

Bachelor’s degree in accounting

Masters preferred

Job description

Cherry Bekaert LLP is seeking a Tax Manager to support our Chicago Metro market. The successful candidate will manage the client’s tax compliance needs, anticipate tax and business issues, and recognize tax planning opportunities.

You will be the main client contact, coordinating workflows, deadlines, deliverables, and communications while also training and developing junior staff. We value strong technical knowledge of pass-through taxation, partnerships, and corporate structures, plus project