Transaction Tax Partner

Cherry Bekaert LLP; Plano (TX); Hybrid; USD 300,000 - 420,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental & vision coverage

Generous Paid Time Off

Job summary

Cherry Bekaert LLP seeks an experienced M&A Tax Partner to lead and grow our Transaction Advisory Services practice in a high-visibility role. You will advise private equity groups, strategic buyers, and banks while overseeing tax due diligence, structuring, and cross-border planning.

You will mentor a team, manage the practice P&L, and drive business development to expand client relationships. A CPA/JD and 15+ years tax experience are expected.

Qualifications

• Bachelor’s degree in Accounting, Finance, or Economics required.
• Master’s in Taxation (MST) or LLM in Taxation is highly preferred.
• Active CPA license or JD required.

Responsibilities

• Lead full lifecycle of M&A tax engagements, including buy-side and sell-side due diligence and tax structuring.
• Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations.
• Oversee post-close tax integration, including Section 382 analysis and E&P studies.
• Market and develop new engagements with PE firms, investment banks and C-level executives.

Skills

M&A tax

Due diligence

Client relationships

Leadership & mentoring

Tax structuring

Education

Bachelor’s degree in Accounting/Finance/Economics

Master’s in Taxation or LLM in Taxation (highly preferred)

CPA or JD required

Job description

## Transaction Tax PartnerApply: Remote: Remote - United States: Plano, TX: Full time: Posted 30+ Days Ago: End Date: December 31, 2026 (30+ days left to apply): JR100273Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development.We are seeking a dynamic and experienced **M&A Tax Partner** to lead and grow our Transaction Advisory Services practice. In this high-visibility role, you will serve as the primary strategic advisor to Private Equity groups, strategic corporate buyers, and investment banks.You will not only oversee the technical delivery of complex buy-side and sell-side tax due diligence and structuring but also act as the \"Face of the Practice,\" driving business development, mentoring a high-performing team, and managing the practice’s P&L.**Key Responsibilities****1. Client Service & Technical Execution****Lead Transaction Strategy:** Direct the full lifecycle of M&A tax engagements, including buy-side and sell-side tax due diligence, tax structuring, and modeling.**Complex Structuring:** Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations (e.g., Section 338(h)(10) elections, F reorganizations, and cross-border planning).**Risk Mitigation:** Identify and quantify historical tax exposures and draft contract language (reps and warranties) to mitigate risk for clients.**Post-Transaction Integration:** Oversee post-close integration, ensuring tax attribute preservation (Section 382 analysis) and earnings and profits (E&P) studies.**2. Practice Growth & Business Development****Market Facing:** Actively cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives to source new engagements.**Cross-Selling:** Collaborate with Audit and Valuation partners to present a unified, multi-disciplinary service offering to prospective clients.**Thought Leadership:** Represent the firm at industry conferences, publish articles on emerging M&A tax trends, and lead internal and external webinars.**3. Team Leadership & Operations****Talent Development:** Recruit, train, and mentor a team of Managers and Directors, fostering a culture of technical excellence and rapid career progression.**Operational Management:** Manage the financial performance of the M&A practice, including billing, realization rates, and resource allocation.**Quality Control:** Maintain the highest standards of risk management and compliance with firm policies and professional standards.**Qualifications****Education & Licensure:**Bachelor’s degree in Accounting, Finance, or Economics required.Master’s in Taxation (MST) or LLM in Taxation is highly preferred.**Active CPA license or JD required.****Experience:****15+ years** of progressive tax experience in a public accounting firm or a specialized M&A boutique.Minimum of 10 yearsspecifically dedicated to M&A tax / Transaction Advisory Services.Proven track record of managing a book of business and leading teams.**Technical Skills:**Deep expertise in Subchapter C, Subchapter S, and Partnership taxation.Familiarity with Consolidated Returns and International Tax concepts (GILTI, FDII, Subpart F) as they relate to transactions.Proficiency in analyzing Stock Purchase Agreements (SPA) and Membership Interest Purchase Agreements (MIPA).**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. • Click here to learn more About Us**Benefits Information:**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 financial protection.**About Cherry Bekaert**Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.