Asset Management Tax Partner

Cherry Bekaert•US NY, NY

About The Position

Cherry Bekaert is seeking an accomplished Tax Partner to join its Asset Management Practice. This leadership role is responsible for growing and delivering tax services to asset management clients, including private equity funds, hedge funds, venture capital funds, private credit funds, fund sponsors, management companies, and related investment structures. The Asset Management Tax Partner will advise clients on complex tax matters, lead engagement teams, develop talent, expand the practice’s market presence, and identify opportunities to deepen client relationships. The role will help shape the strategic direction of the Asset Management Tax Practice and collaborate with leaders across the firm to provide integrated solutions throughout the investment lifecycle. The partner will serve as a lead tax advisor, oversee tax compliance and consulting services, manage risk, and maintain technical excellence. They will develop and execute practice growth strategies, build relationships across the asset management marketplace, and contribute to the firm’s visibility through thought leadership and industry participation. The role also involves mentoring and recruiting professionals, monitoring industry and regulatory developments, and driving innovation in service delivery, technology, and client experience.

Requirements

Active CPA or JD/LLM.
Bachelor’s degree in Accounting.
15+ years of experience serving asset management clients in public accounting, consulting, or professional services.
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.
Must demonstrate eligibility to work in the United States; the firm will not provide work sponsorship.

Responsibilities

Serve as lead tax advisor to asset management clients, including private equity, hedge funds, venture capital funds, private credit funds, and other alternative investment vehicles.
Advise clients on partnership taxation, 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 tax compliance and consulting engagements, manage risk, and maintain technical excellence.
Collaborate with state and local tax, international tax, transaction advisory, and other specialists to deliver comprehensive client solutions.
Develop and execute growth strategies for the Asset Management Tax Practice.
Expand existing client relationships and cultivate new business opportunities in 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 collaboration, technical excellence, innovation, and client service.
Recruit and retain talent within the asset management tax practice.
Provide technical training and coaching to support professional development and succession planning.
Work with firm leadership to establish strategic priorities for the Asset Management Tax Practice.
Monitor industry trends, regulatory developments, and emerging tax issues affecting asset management.
Drive innovation in service delivery, technology utilization, and client experience.
Contribute to firmwide growth initiatives within the financial services industry vertical.

Benefits

Competitive compensation packages based on performance.
Annual bonus.
Medical, dental, and vision care.
Disability and life insurance.
Generous paid time off, including a firmwide week off for the 4th of July.
Retirement plans.
Paid Care Leave.
Other programs intended to enhance personal and work life and provide financial protection.
Flexible work arrangements.
Professional development and career advancement opportunities.
Performance and rewards opportunities.