Tax Partner - High Net Worth

Ranked among the largest accounting and consulting firms in the country and

consistently recognized as a Great Place to Work

[https://www.cbh.com/about/awards-and-recognition/], Cherry Bekaert delivers

innovative advisory, assurance and tax services to our clients. Our strategy is

to be digitally driven, industry-aligned, and focused on the middle market.

As our firm expands its presence in the Greater Boston market, we have an

exceptional opportunity for an accomplished tax partner to join our Private

Client Services (PCS) [https://www.cbh.com/industries/private-client-services/]

team. In this highly visible leadership role, you will serve high-net-worth

individuals, family business owners, entrepreneurs, and family offices, guiding

them through the full continuum of their financial lives, from wealth creation

and business succession to multi-generational estate planning and fiduciary

stewardship.

You will lead and mentor a dedicated client service team while leveraging your

existing network of relationships, and cultivating new ones, to expand the

practice. This role demands not only deep technical command across individual,

trust, estate, and entity taxation, but the interpersonal acuity to serve as a

trusted, long-term advisor to clients navigating complex and often highly

personal financial decisions.

What You Will Do

• Provide holistic tax planning and compliance services across federal, state,

and local jurisdictions for high-net-worth individuals, closely held

businesses, trusts, estates, and family offices

• Advise clients on estate and gift tax planning, charitable giving strategies,

asset protection, business succession, and wealth transfer, with a

multigenerational perspective

• Lead and develop a team of tax professionals, serving as a mentor and role

model for technical excellence and client service

• Cultivate and expand client relationships through your professional network,

referral sources, and collaborative engagement with other firm leaders

• Serve as a primary point of contact for clients with complex,

cross-functional needs, coordinating with attorneys, investment advisors, and

other professionals to deliver a seamlessly integrated advisory experience

• Contribute to the growth of the Boston PCS practice through business

development, thought leadership, and community visibility

Qualifications

• Active CPA license required
• Substantial experience in private client taxation within a large local,

regional, or national public accounting firm, with demonstrated expertise

across individual income tax, fiduciary taxation, estate and gift tax, and

pass-through entity structures

• Experience serving high-net-worth individuals, family business owners,

entrepreneurs, and/or single- or multi-family offices

• Familiarity with international tax considerations for private clients,

including foreign trusts, cross-border asset reporting, and U.S. tax

obligations for citizens abroad, is a plus

• Proven business development capability and an established network of referral

relationships

• Exceptional interpersonal and communication skills, with the presence and

discretion demanded by ultra-high-net-worth client relationships

• Strong leadership and staff development instincts; a genuine investment in

the growth of others

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 [http://www.cbh.com/about/]

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 [https://careers.cbh.com/benefits/] 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/
• [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/
• [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/ [https://careers.cbh.com/] and follow us
• on LinkedIn, Instagram, Twitter and Facebook.

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