Transaction Tax Senior Manager

C010 Cherry Bekaert Advisory LLC; Chicago (IL); Remote; USD 159,000 - 255,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental, and vision care

Disability and life insurance

Generous Paid Time Off

Retirement plans

Paid Care Leave

Job summary

Cherry Bekaert's Transaction Tax Services practice seeks a Senior Manager to lead tax due diligence and structuring engagements for private equity sponsors, family offices and strategic acquirers across the middle market. This remote, nationally distributed role emphasizes leadership, mentoring, and cross-functional collaboration.

You will guide complex merger and acquisition projects, advise on planning opportunities, monitor changes in tax legislation, and contribute to business development

Qualifications

• Minimum of 7+ years in transaction tax or related environment with leadership experience
• Strong knowledge of transaction tax laws, regulations and planning
• Experience managing complex client engagements with multiple priorities
• Strong analytical, decision‑making and project management skills
• Advanced communication skills to advise clients and collaborate with stakeholders
• Proficiency with Microsoft Office Suite and tax software applications

Responsibilities

• Lead complex transaction tax engagements, including mergers, acquisitions, restructurings and other significant corporate transactions
• Advise clients on transaction tax implications, planning opportunities and strategies that support successful business outcomes
• Develop and implement strategic tax planning initiatives that help optimize client results across complex transactions
• Serve as a trusted advisor to clients by building strong relationships and coordinating with internal and external stakeholders to deliver comprehensive tax solutions
• Lead, coach and mentor tax professionals, supporting their development and strengthening the practice’s future leadership bench
• Monitor and communicate changes in tax legislation and explain how those changes may impact clients and transaction planning
• Support practice growth by identifying business development opportunities and contributing to proposal efforts

Skills

Leadership responsibility

Client advisory

Project management

Analytical skills

Communication skills

Tax planning

Financial analysis

Proposal support

Education

Bachelor's degree in Accounting, Finance or related field

Advanced degree / CPA preferred

Tools

Microsoft Office

Tax software applications

Job description

About Cherry Bekaert

Ranked 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. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey.

As a result of continued growth, Cherry Bekaert’s Transaction Tax Services practice is seeking a Senior Manager to join our remote, nationally-distributed team focused on tax due diligence and structuring for private equity (PE) sponsors, family offices and strategic acquirers across the middle market. In this high-impact leadership role, you will guide complex merger, acquisition, restructuring and strategic transaction engagements within our Advisory service line. This position is designed for someone ready to expand their leadership influence; advising clients on significant business decisions, mentoring developing talent, and playing a meaningful role in the continued growth and succession planning of the practice, if that’s you - let’s have a conversation.

Responsibilities

• Lead complex transaction tax engagements, including mergers, acquisitions, restructurings and other significant corporate transactions
• Advise clients on transaction tax implications, planning opportunities and strategies that support successful business outcomes
• Develop and implement strategic tax planning initiatives that help optimize client results across complex transactions
• Serve as a trusted advisor to clients by building strong relationships and coordinating with internal and external stakeholders to deliver comprehensive tax solutions
• Lead, coach and mentor tax professionals, supporting their development and strengthening the practice’s future leadership bench
• Monitor and communicate changes in tax legislation and explain how those changes may impact clients and transaction planning
• Support practice growth by identifying business development opportunities and contributing to proposal efforts

Qualifications

• Bachelor’s degree in Accounting, Finance or a related field; advanced degree and/or professional credential such as MST, LLM, JD or CPA strongly preferred
• Minimum of 7+ years of experience in transaction tax, public accounting or a related tax advisory environment, with demonstrated leadership responsibility
• Strong knowledge of transaction tax laws, regulations and planning considerations
• Experience managing complex, high-stakes client engagements and multiple priorities at the same time
• Strong analytical, decision‑making and project management skills, with the ability to interpret complex financial data
• Advanced communication skills, including the ability to advise clients, collaborate with stakeholders and support proposal activity
• Proficiency with Microsoft Office Suite and tax software applications

What you can expect from us

• Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect.
• The opportunity to innovate and do work that motivates and engages you.
• A collaborative environment focused on enabling you to further your career growth and continuous professional development.
• Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing.
• Flexibility to do impactful work and the time to enjoy your life outside of work.
• Opportunities to connect and learn from professionals from different backgrounds and with different cultures.

Benefits Information

• 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.

Pay Range: $159,200 - $254,600

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.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.

© 2026 Cherry Bekaert. All Rights Reserved. At Cherry Bekaert, your career is about you. With growing industry expertise, a strong support system, and our team’s shared values, we encourage you to choose your path. Join the Firm that acknowledges and recognizes the power of the individual.