Transaction Tax Partner

Cherry Bekaert • Plano, TX

41d

About The Position

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. 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.

Requirements

• 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.
• 15+ years of progressive tax experience in a public accounting firm or a specialized M&A boutique.
• Minimum of 10 years specifically dedicated to M&A tax / Transaction Advisory Services.
• Proven track record of managing a book of business and leading teams.
• 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).

Responsibilities

• 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.
• 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.
• 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.

Benefits

• 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.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Number of Employees: 501-1,000 employees