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Cherry Bekaert jobs in Raleigh, NC - 53 jobs

  • Executive Assistant

    Cherry, Bekaert & Holland, L.L.P 4.6company rating

    Cherry, Bekaert & Holland, L.L.P job in Raleigh, NC

    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 looking for an Executive Assistant to work onsite out of any of our Cherry Bekaert office Locations. The Executive Assistant plays a pivotal role in delivering high-level administrative and operational support to executive leaders. This role manages complex schedules and priorities, coordinates daily workflow, and drives efficiency through proactive planning and process improvements. In addition to executing advanced administrative responsibilities, they build strong relationships, anticipates needs, and acts as a trusted liaison - ensuring seamless communication, problem resolution, and effective leadership support. #ZR As an Executive Assistant, you will: Effectively manages and maintains calendars utilizing Microsoft Outlook. Proactively reviews upcoming appointments to identify and address any potential scheduling conflicts. Manages intricate domestic and international travel itineraries utilizing Concur software. Integrates travel information-including flights and hotel accommodations-into the Outlook calendar. Coordinates business travel logistics, including scheduling meals and appointments across multiple stakeholders. Manages large group meetings by assisting with presentations, organizing meals, preparing and sharing agendas, arranging A/V and teleconferencing setups, and handling transportation logistics. Prepares expense reports, memos, and letters. What you bring to the role: High School Diploma Strong working knowledge in various software platforms including Microsoft Office 365, with advanced expertise in Outlook. Familiarity with Concur is preferred but not required. Demonstrates strong task management skills by effectively prioritizing workload and meeting deadlines independently. Ensures accuracy, consistency, and reliability in deliverables while serving as a subject matter expert. Communicates clearly and diplomatically to foster collaboration and build trust within the team. Proactively identifies, analyzes, and resolves client issues while contributing to broader team-based solutions. Develops strong relationships, actively seeks to understand client needs, and applies feedback for continuous improvement. Ability to work extended hours during peak seasons and deadlines. 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: 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. Pay Range: $31.19 - $45.67 per hour 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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $31.2-45.7 hourly Auto-Apply 7d ago
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  • Seasonal Administrative Assistant

    Cherry, Bekaert & Holland, L.L.P 4.6company rating

    Cherry, Bekaert & Holland, L.L.P job in Raleigh, NC

    We are seeking an organized, detail-oriented Administrative Assistant to join us in our Raleigh office, supporting our team during the Spring tax season. This is a temporary position and candidates must be available to work starting mid January 2026 through April 16, 2026. Full-time availability is highly preferred #ZR. This position will be onsite in our Raleigh office What your day looks like: Assemble completed tax returns in Adobe format for electronic delivery Maintain a working knowledge/competency of appropriate systems and applications, including Word, Adobe, Excel and Outlook Effectively file resources and/or documentation according to Firm electronic retention standards Interact with internal clients in an efficient, courteous, and professional manner Perform other duties as assigned including, but not limited to, copying, scanning, shredding, mail distribution, metering outgoing mail, restocking production rooms and technology check-out, multi-line phone system coverage, etc. What you need for this role: At least 1 year of experience in an Administrative or professional office environment Advanced proficiency in Adobe Acrobat and Microsoft Office products; GoFileRoom knowledge a plus Proven ability to prioritize and multi-task as well as work within a team on projects Excellent verbal and written communication skills High level of confidentiality, professionalism, and flexibility Ability to effectively gather and disseminate information 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 Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. Pay Range: $18 - $24 per hour 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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $18-24 hourly Auto-Apply 18d ago
  • Audit Manager - Real Estate

    Elliot Davis 3.7company rating

    Raleigh, NC job

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Job Summary: The role of Audit Manager is to oversee the audit process from planning to completion for clients as part of the company's annual audit plan. Tasks will include supervising the audit process, researching, reviewing current processes and providing recommendations to enhance company policies and procedures. The Audit Manager is responsible for training, supporting, supervising, motivating, and reviewing the work of audit staff and senior members. WHAT YOU"LL DO * Possess thorough knowledge of all facets of client's business to ensure client understanding of engagement economics and to provide frequent updates * Actively communicate progress of engagements, problems, and resolutions to clients * Continuously improve specialty area knowledge and educate team on new audit practices and processes * Manage billable hour budgets and follow up when team is over/under to determine cause * Lead multiple auditing and accounting projects and client engagements simultaneously * Delegate and manage audit and accounting assignments to achieve accurate and efficient product * Research and identify complex audit issues and recommend creative solutions with the input of key stakeholders * Build challenging developmental plans for all team members and evaluate results * Manage billable hour budgets and follow up when team is over/under to determine cause * Assume responsibility for and provide direction and coaching to audit team * Generate new business for firm through community involvement, networking, and professional events/committees * Develop and sustain excellent client relationships, owning the relationship end-to-end * Celebrate individual and team accomplishments and be part of recruiting new and experienced staff * Provide effective performance feedback and on-the-job training * Contribute to performance management to help assess readiness for promotion of staff and senior levels WHAT YOU"LL NEED * A Bachelor's degree in Accounting or Finance * 5+ years recent audit experience at a public accounting firm * CPA Certification * Successful experience in developing new or extended service opportunities with existing and/or prospective clients * Strong oral and written interpersonal skills * Effective analytical and problem-solving ability * Experience in hiring, developing and leading a team of professional auditors #LI-RB1 #LI-HYBRID WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $82k-102k yearly est. Auto-Apply 25d ago
  • Accounting Consultant - Engagement Director

    Cliftonlarsonallen 4.4company rating

    Raleigh, NC job

    CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. About the role: CLA is looking to hire Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). CAAS provides customized accounting support for our clients (typically larger than $50M) on an interim and project basis. If flexibility, variety, and life balance are important to you…keep reading! As an Engagement Director, you will: Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). Design/improve accounting processes such as: monthly close, management and financial reporting, forecasting, consolidations, and system implementations to name a few. Take an active and hands-on approach in executing client engagements. Have the opportunity to travel - the more open you are to travel, the more opportunities we can present to you! Pick and choose your engagements - allow yourself to enjoy your career AND life. Have access to full benefits package as an hourly employee. What you will need: Ten years relative work experience including public accounting. Prior industry experience as a CFO, Controller, SEC Reporting or Internal Audit Manager equivalent preferred. We love Big Four alum! A bachelor's degree in accounting, finance, business, or related field required. Mastery in Microsoft Excel and experience in a variety of accounting software. CPA certification is preferred but not required. Prior project management and exceptional client service management experience preferred. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #LI-CB1, #LI-Hybrid Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more. To view a complete list of benefits click here.
    $61k-72k yearly est. Auto-Apply 56d ago
  • Acquisition Growth Leader

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    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. Our team is looking for a Acquisition Growth Leader. The Acquisition Growth Leader will have the opportunity to work remotely from within the United States. The Acquisition Growth Leader serves as a strategic leader within the diligence team, partnering with Corporate Development and various growth functions to assess and plan post-close integration strategies across marketing, sales, industry, and geographic markets. The individual will engage with audit, tax and advisory service line leaders to identify cross-sell opportunities and evaluate the target firm's go-to-market approach. Post-acquisition, the role leads execution of the growth strategy, ensures operational alignment, tracks performance metrics, and reports monthly milestones. **As the Acquisition Growth Leader, you will:** + Diligence + Growth organization's key member of diligence team alongside Corp Dev and Growth leadership. + Primary growth liaison collaborating with various CB growth organizations + Develop standardized growth strategy template with applicable 60, 90, 180+ day milestones + Review 3rd party (A/B) growth diligence report for SWOT analysis of the target firms Growth Engine + Personally engage with Core SLL's(Audit & Tax) to understand target firms GTM approach for these businesses + Personally engage with Advisory Leader (domain leaders where applicable) to understand 2-3 high potential cross sell advisory opportunities + Collaborate and co-develop with Corp Dev leadership projected organic growth metrics and projected cross sell metrics + Post acquisition Role - First 12-18 months(Stub Year & next full Calendar Year) + Lead execution of growth strategy developed in diligence + Liaison with Growth operations team to ensure data migration allowing effective marketing and measurable results outputs + Personally engage with Core Service line leaders (Audit & Tax) to execute target firm's GTM plan for these businesses + Personally engage with Advisory Leader (and appropriate Domain leaders) to execute targets 2-3 high potential cross sell opportunities identified + Personally engage with Growth team inclusive of Sales and Marketing to track pipeline, wins and cross-sell saturation + Personally engage with applicable RMLs/MLs regarding market growth efforts: Roadshows, targeted client/prospect meetings + Engage with Industry Leader and applicable IPLs regarding team member integration: Ensure new personnel are assigned to industries in first 30 days + Responsible for monthly milestone report-out **What you bring to the role:** + Bachelor's degree + 10+ years of experience in a growth-focused role, with a proven track record in driving acquisition strategies in the business development or marketing fields. Experience in analyzing market trends and executing strategic initiatives is essential. + Experience with the professional services industry, or other industries where highly skilled talent is a critical element of the company's service offerings + Strong leadership skills with the ability to drive strategic growth initiatives. + Excellent analytical skills to interpret market data and trends effectively. + Ability to collaborate cross-functionally and influence without authority. + Proficiency in developing and maintaining business partnerships. + Strong communication skills with stakeholders at all levels of the organization. **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 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $138,000 to $200,000 **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $138,000 to $200,000 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $138k-200k yearly 60d+ ago
  • Senior Graphic Designer

    Cherry, Bekaert & Holland, L.L.P 4.6company rating

    Cherry, Bekaert & Holland, L.L.P job in Raleigh, NC

    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 for a Senior Graphic Designer to join our team. The Senior Graphic Designer will have an opportunity to work remotely within the United States. The Senior Graphic Designer is responsible for designing and maintaining Cherry Bekaert's brand and visual identity standards. Create a wide range of marketing collateral and materials in collaboration with project owners and stakeholders from across the Firm. As a Senior Graphic Designer, you will: Design layout and graphics for both internal and external content Oversee design projects from conception to delivery Procure stock images as needed Assist with coordinating outside vendor materials as needed Work with marketing and communication teams to understand project requirements. Collaborate with other designers and departments to ensure cohesive visual messaging. Ensure all designed content adheres to the Firm's brand guidelines. Stay updated with the latest design trends and technologies. What you bring to the role: Bachelor's degree in graphic design or related area 5+ years in multimedia design. Demonstrate technical skills working with Adobe Creative Cloud programs; including but not limited to Adobe InDesign, Adobe Illustrator, Adobe Photoshop, and Adobe XD. Proficient in Microsoft Office Suite, especially PowerPoint and Word. Operate in a Windows PC environment. Experience working within a multi-approval process; communicating with multiple stakeholders on projects and deadlines to exceed expectations. Experience working in a virtual office environment; collaborating across video/phone conferencing is preferred. Strong portfolio showcasing a range of design skills. Creativity and a keen eye for detail. Excellent communication and teamwork abilities. Strong time management and organizational skills. 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: 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. Pay Range: $54,245 - $75,000 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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $54.2k-75k yearly Auto-Apply 32d ago
  • NMTC - Project Finance Closing Senior

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    Cherry Bekaert's Strategic Financing Services (SFS) Group is looking for a Project Finance Associate to join the SFS team. We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, NMTC placement and deployment, and NMTC compliance and asset management services. The successful candidate will assist in building a pipeline of potential borrowers, structured finance opportunities, and work with the team as we expand into new markets and regions using in-depth knowledge of and relationships with Community Development Entities (CDEs), tax credit investors, and other community development stakeholders. The successful candidate will have a strong sense of urgency and a mission to help make a difference in Low-Income Communities. **About SFS:** SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS's current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2% **As a Project Finance Associate, you will:** + Communicate with and manage relationships with potential borrowers, CDEs, and investors + Identify, evaluate, and manage a pipeline of NMTC, and other community development finance, opportunities + Collect, package, and manage due diligence on potential borrower and Project Sponsors + Develop marketing materials to present to CDEs and investors + Build relationships with CDEs to better identify the best project financing match + Support the structuring of NMTC transactions in collaboration with external legal counsel + Advise borrowers on business terms and work with borrowers and closing team to finalize loan structure + Other job-related functions as assigned + Travel: 15% **What you bring to the role:** + BA in Accounting, Finance, Economics, or related field; Master's Degree or JD a plus + At least 1+ years of experience in community development finance, structured finance, or commercial loans preferred + Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred + Experience in working with CDEs, lenders, investors + Demonstrated experience in putting together and closing deals is a plus + Proficiency in Excel + Strong sense of urgency and shared sense of mission **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** 71,700-103,500 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $64k-90k yearly est. 43d ago
  • Litigation Paralegal

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    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. Our Legal team is looking for an Litigation Paralegal. The Litigation Paralegal will have the opportunity to work remotely from within the United States. **As a Litigation Paralegal, you will:** + Provide support to legal department attorneys + Organize and maintain case and matter files using a variety of automated procedures + Actively manage subpoena response, document collection, and production + Perform document reviews and analysis through e-discovery platforms + Develop and manage searches and document retrieval + Assist with internal annual compliance audits and other regulatory functions + Support the workflow for legal review of contracts and other documents + Assist with management of client bankruptcy and insolvency matters + Identify opportunities to improve efficiency while providing flawless service + Respond to internal inquiries regarding legal department functions + Conduct cite checks and case pulls using Lexis and/or Westlaw database **What you bring to the role:** + Bachelor's degree + 4+ years of litigation experience in a national law firm practice (or equivalent) responding to subpoenas in civil litigation and/or government investigations + Strong work ethic with careful attention to detail and dogged follow-up + Well-honed interpersonal and communication skills with a focus on professionalism and teamwork + Experience with e-discovery software; knowledge of Microsoft Purview strongly preferred + Strong organizational and multi-tasking skills, particularly with case files/document management + Ability to work independently, cross-functionally and collaboratively + Strong command of MS Office (including Word, Outlook, Power Point and Excel) and Adobe + Excellent writing skills **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $24.39 - $37.00 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $24.4-37 hourly 60d+ ago
  • Tax Growth Solutions Leader

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance, and tax services to our clients. We are looking for a Tax Growth Solutions Leader to join our Tax team to help drive growth solutions development in core and strategic tax. As the Tax Growth Solutions Leader, you will work closely with the Managing Partner - Tax Services. You'll be responsible for helping to generate and maintain revenue by developing solutions and offerings for core and strategic tax; driving integration and alignment between revenue-related functions, aligning and optimizing the client experience; and facilitating cross-functional collaboration and communication that produces results. This highly visible role may be based out of any of our offices, or fully remotely within the contiguous United States. To be successful in this role, you should have a strong background in consulting or advisory services, with proven experience in developing and executing growth strategies, solutions, and offerings. You should also have excellent analytical, problem-solving, change management, and communication skills, as well as the ability to influence and motivate others. **As the Tax Growth Solutions Leader, you'll be responsible for the following:** + Solution Development + Develop process model for packaged (bundled) solution sets across existing tax service offerings + Drive solution set development through collaboration with RSLLs (Regional Service Line Leaders), Strategic Tax Domain Leaders, and IPLs (Industry Practice Leaders) + Assess existing service offerings - create solution attachment points across audit, tax, advisory aligned with industry focus - sales approach/sequencing + Collaborate with Growth Operations on data/metrics to monitor success of productized approach + New Offerings + Create and launch External to Internal approach to innovate new tax offerings and/or bundled tax and advisory services + Create process flow model for new offering development - vetting/criteria/alignment/resource requirements/approval lanes + Collaborate with Growth Operations - Knowledge - Develop and monitor potential new offerings through trends research + Align with Client Experience - Voice of the Customer + Integrate with RSLLs, Strategic Tax Domain Leaders, and IPLs + Communication & Education Strategy + Create and Drive "launch" plan for tax solution sets and new offerings + Align with Marketing and Internal Communications + Align with Learning & Development **What you bring to the role:** + Bachelor's degree in business administration or related field; Master's degree or MBA preferred + Minimum 15 years of experience in consulting or advisory services including at least 10 years' experience developing and executing growth strategies, solutions, and offerings in a leadership or management role required + Excellent analytical, problem-solving, decision-making, and critical thinking skills + Strong communication skills (verbal/written/presentation), with the ability to communicate effectively with various audiences at different levels + Superior influencing and change management skills that result in strong leadership commitment and actions that will drive change and produce results + Proactive attitude (self-starter/initiative-taker), with the ability to work independently and collaboratively + Flexible mindset (adaptable/agile), with the ability to embrace change and ambiguity + Creative mindset (innovative/entrepreneurial), with the ability to generate new ideas and solutions **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $400,000 to $600,000 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $95k-130k yearly est. 43d ago
  • Digital Business Systems Consulting Director

    Elliot Davis 3.7company rating

    Raleigh, NC job

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. Job Summary The Business Systems Consulting (BSC) Director is responsible for delivering Business Systems Consulting services under the umbrella of Elliott Davis' overall Digital Practice. As a key leader in the practice, the Director needs to demonstrate the ability to properly handle confidential information as well as adherence to the firm's mission, vision, and values. The Director will exhibit a strong commitment to fostering a culture of collaboration, guiding the team to deliver innovative solutions that meet our clients' evolving needs. The Director will support engagements for client's business systems; including people, daily processes and technology. The BSC Director is responsible for supporting and providing guidance, expertise, and leadership for teams as they serve clients to evaluate and improve the design and function of their business systems technology stack and look beyond the programs and applications to dig deeper and uncover any disconnects and deficiencies among these three core elements. This is a leadership role for the Digital Business Systems Consulting Group. Excellent leadership, business development, and communication skills are crucial for this role. Responsibilities * Collaborate with growth leaders across the firm to support business development efforts by meeting with their clients/prospects, identifying opportunities to serve, and developing and presenting proposals. * Maintain good relationships with existing customers with the intent of becoming their trusted advisor, and to renew and expand our services. * Ensure services are delivered with excellence, on-time and on-budget. * Working with the BSC Practice Leader, consider and evaluate new and derivative service offerings. * Attract key talent to implement and expand the services. * Develop, invest time, and motivate talent to develop a pool of ready-now leaders in the group. * Establish relationships with key systems, product and service suppliers. * Attend client and networking events. * Perform other duties as assigned within the scope of the practice. * Consult on complex technology eco system structures * Oversee and provide subject matter expertise for complex ERP and restructuring implementation projects. * Consult clients on best practices related to their business processes. * Review work performed by staff and provide sign off on projects. * Prepare scope of work for projects, proposals and client engagement letters. * Business development efforts include identifying and meeting with prospective clients, submitting proposals and building existing client relations. * Scheduling department workflow, client billing, and maintaining quality control. * Employee performance leader Requirements * Minimum of a Bachelor's degree in Computer Science, Accounting, Business Management, Information Systems (or related discipline) required, complemented by 15+ years of experience in Business Systems and ERP Implementation Consulting. * Excellent written and verbal communication abilities, with the capacity to engage effectively with both internal and external clients and stakeholders. * Excellent communication and presentation skills to all levels within an organization including board level. Able to build relationships with senior stakeholders. * Experience building new products and services. * Experience working in multiple industries. * Experience with implementing and working across multiple ERP systems. * Deep knowledge of ERP systems, 3rd party applications and integrations across technology eco systems. * Strong financial acumen. * Experience in contract development, key legal principles, and client negotiations. * Strong problem-solving and critical thinking skills. * Ability to take full ownership of client deadlines and needs, including working necessary hours to meet client deadlines. * Ability to work both independently as well as collaboratively within a team environment. Preferred but not Required: * Prior professional services experience * ERP or related systems certifications * Master's degree in Information Systems, Business Administration, or related field #LI-EG1 WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $102k-127k yearly est. Auto-Apply 60d+ ago
  • HR/Admin Specialist 16746488

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    Cordia Resources by Cherry Bekaert is seeking an organized and proactive HR/Admin Specialist to support our clients human resources and administrative functions on a contract basis with the potential for contract to hire. This position is ideal for someone who thrives in a fast-paced environment and values confidentiality. HR/Admin Location: Raleigh, NC Job Type: Contract / Contract to Hire Hourly Rate: Market Rate Responsibilities: Assist with recruitment, onboarding, and employee records Coordinate benefits administration and HR compliance Manage office operations and administrative tasks Support HR projects and employee engagement initiatives Qualifications: 2+ years of HR or administrative experience Knowledge of HR policies and employment laws Strong interpersonal and organizational skills Proficiency in MS Office and HRIS systems Cordia Resources by Cherry Bekaert is proud to be part of Cherry Bekaert's Advisory practice, offering tailored recruiting and staffing solutions through our Redeploy Program. Our consulting team is committed to helping professionals transition seamlessly into new opportunities while supporting clients with top-tier talent. If you're ready to take the next step in your career or strengthen your workforce, connect with us today and experience the Cordia difference.
    $47k-59k yearly est. 60d+ ago
  • Tax Plan Administration (TPA) Senior

    Cherry, Bekaert & Holland, L.L.P 4.6company rating

    Cherry, Bekaert & Holland, L.L.P job in Raleigh, NC

    Cherry Bekaert is seeking a TPA Senior to join our Core Tax team. This role focuses on providing expert third-party administration for 401(k) and other profit-sharing plans. You will play a key role in plan design, compliance testing, and regulatory reporting, ensuring our clients' retirement plans meet all legal and operational requirements. Key Responsibilities Deliver comprehensive TPA services for 401(k) and profit-sharing plans. Prepare and file Form 5500 and related schedules accurately and on time. Perform compliance testing, including ADP and ACP testing, and manage cross-tested allocations. Assist with plan design and implementation tailored to client needs. Ensure adherence to ERISA and other U.S. laws governing retirement plans. Collaborate with clients and internal teams to resolve complex plan administration issues. Maintain proficiency in retirement plan regulations and industry best practices. Qualifications Strong skillset in Microsoft Excel, experience in TPA services for qualified retirement plans. Knowledge of ADP/ACP testing, cross-tested allocations, and Form 5500 preparation. Familiarity with ERISA and related compliance requirements is a plus. Excellent analytical, organizational, and communication skills. 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: 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. Pay Range: $73,500-$114,100 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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $73.5k-114.1k yearly Auto-Apply 7d ago
  • AP/AR Clerk 16746485

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    Cordia Resources by Cherry Bekaert is seeking a detail-oriented Accounts Payable/Accounts Receivable Clerk to join one of our top clients finance team on a contract basis with the potential for contract to hire. This role is critical for maintaining accurate financial records and ensuring timely processing of transactions. AP/AR Clerk Location: Raleigh, NC Job Type: Contract / Contract to Hire Hourly Rate: Market Rate Responsibilities: Process vendor invoices and employee expense reports Prepare and post customer invoices and receipts Reconcile accounts and resolve discrepancies Assist with month-end closing activities Maintain accurate documentation and compliance with company policies Qualifications: 1-3 years of AP/AR experience Proficiency in accounting software and MS Excel Strong attention to detail and organizational skills Excellent communication and problem-solving abilities Cordia Resources by Cherry Bekaert is proud to be part of Cherry Bekaert's Advisory practice, offering tailored recruiting and staffing solutions through our Redeploy Program. Our consulting team is committed to helping professionals transition seamlessly into new opportunities while supporting clients with top-tier talent. If you're ready to take the next step in your career or strengthen your workforce, connect with us today and experience the Cordia difference.
    $35k-44k yearly est. 60d+ ago
  • January 2026 Strategic Tax - Tax Credits & Incentives Advisory Staff

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated 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. If you are ready to find your space and create your future, you belong with us. **Cherry Bekaert's Tax Credits and Incentives Advisory (TCIA)** team is growing! **As a Tax Credits and Incentives Advisory Staff you will:** + Serve clients on federal credits and incentives engagements including R&D tax credit/deduction analyses, employee retention credits, and other federal credit incentive service offerings + Develop your technical skills in a given industry/service offering to solve complex issues + Interview technical personnel and reviewing memoranda to support the credits and incentive opportunities + Manage the review and organization of sources of client data for credit and incentives analysis + Support engagement teams by identifying current project status and next steps for the engagement + Serve as the lead point-of-contact for client personnel with both tax and technical backgrounds + Lead the assembly of the final client deliverables + Support the evaluation of complex scenarios involving various credits and incentives opportunities **What you bring to the role:** + Master's degree (preferred) in accounting or Bachelor's with 150 hours + Cumulative GPA of 3.0/4.0 or above preferred + Interest in R&D tax incentives, federal and state incentives, and employee retention credits + Interest in depreciation and capitalization; fixed asset review; cost segregation; software development costs is desired + Ability to participate in all aspects of engagement strategic planning initiatives and have strong project management and organizational skills. + Ability to travel to client sites as needed **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $66,000 to $76,000 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $66k-76k yearly 43d ago
  • SALT Senior Manager - Income/Franchise

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    Cherry Bekaert has been proudly providing Accounting and Advisory services to our clients for over 75 years. As a State and Local Tax (SALT) Senior Manager you will have the opportunity to work within the National Specialty Tax Practice of Cherry Bekaert. As a key member of the team, you will work closely with the National SALT Practice Leader playing an integral role implementing various SALT initiatives. Additionally, the Senior Manager will participate in developing the vision, strategies, and action plans to continue the growth of this Practice that serves all Cherry Bekaert offices throughout the nation. _The successful candidate will interact collaboratively with partners and staff and be responsible for the delivery of state and local tax services for multiple clients in a wide variety of industries by innovative tax planning, consulting, and compliance expertise. Other important responsibilities include contributing to practice development and business development activities as well as supervising and developing staff on a firm-wide basis._ **Primary Responsibilities Include:** **_Tax Consulting, Research and Compliance_** + Deliver a full range of multi-state and local tax consulting services, addressing various issues primarily in the income/franchise area + Identify opportunities to minimize clients' multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc. + Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance. + Draft tax technical memorandums, client correspondence and other various work products. + Conduct nexus reviews and work with clients to remediate tax exposure. + Provide state and local audit defense assistance to clients. + Provide technical assistance to the tax compliance function in order to ensure accuracy and completeness. + Provide quality control reviews of select SALT returns prepared by core tax team. + Develop and deliver SALT training throughout the firm. + Develop external webinars on various SALT topics for delivery to clients and targets. + Provide significant contributions to the writing and publishing of SALT articles and participation in public speaking engagements. + Drive growth of the income/franchise practice through identification and execution of targeted initiatives. + Keep abreast of significant current developments and new legislation within multi-state income/franchise taxation. + Analyze and provide written summaries of significant developments to be used for Cherry Bekaert newsletters and website postings. + Identify developments having a potentially significant impact on client base, and follow up with internal and/or external communications as deemed appropriate. + Take responsibility for subordinates' activities and chargeability. Effectively delegate and manage work given to staff. **What you need for this role:** + Bachelor's degree in Accounting + CPA and/or JD; Masters in Taxation (MST) or LLM in Taxation + Minimum of 8 years of progressive State and Local Tax consulting and/or compliance experience in a Big 4 or large public accounting firm. + Strong tax research and writing skills. + Solid organizational skills with a demonstrated ability to multi-task. **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $138,900-$216,000 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $138.9k-216k yearly 43d ago
  • Seasonal Document Reviewer

    Cherry, Bekaert & Holland, L.L.P 4.6company rating

    Cherry, Bekaert & Holland, L.L.P job in Raleigh, NC

    Cherry Bekaert is gearing up for tax busy season! We are seeking multiple temporary, remote Tax Documentation Reviewers to support our Validation Center efforts from Mid January to mid-April 2026. Ideal availability is 40 hours per week, working Monday-Friday from 8 AM to 5 PM. Some weekend rotational work may be required during peak times, especially close to tax deadlines. #ZR In this role you will be: Utilizing your keen attention to detail to provide quality control by reviewing information that has been scanned from our tax automation software into tax returns to ensure accuracy & completeness Working as part of a collaborative team in a fast-paced environment to turn around time sensitive deliverables What you bring to the role: High attention to detail which guarantees accuracy when performing repetitive tasks Strong technology skills to include Excel; previous experience with GoFileRoom a plus but not required (we are happy to train you) Proven ability to maintain confidentiality regarding sensitive information Working knowledge of Adobe Acrobat Some availability to work weekends close to the April 15 tax deadline 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 Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognizes the value our people bring to our clients and our Firm. The salary range for this position is listed below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. Pay Range: $18 - $21 per hour 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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $18-21 hourly Auto-Apply 10d ago
  • Senior Sage 100 Consultant - Manager

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    **The Role** Provide friendly on site and remote support for our clients using Sage ERP accounting software. Investigate and resolve Sage ERP user application questions and issues. Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades. _Support of Sage 100 Software:_ Provide on-site, and remote support to users of Sage ERP software applications. Research source of errors, resolve problems and recommend program changes. Answer client inquiries in regard to specific software such as Sage ERP, database, printing and operating systems. Help in teaching procedures and answer all client requests for information. Correction of client technical problems including those that may impact data files on client systems. **Installation & Implementation of Sage ERP Accounting Software:** Manage new installations of Sage ERP application and peripheral software at client site. Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence). Plan, manage and execute software installations and upgrades. Migrate client data from other accounting systems. Effectively present information and respond to questions from groups of managers, clients, customers and the public. Define problems, collect data, establish facts, and draw valid conclusions. Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables. _Data Import / Export and Report Writer:_ Assist in the design or creation of on-going data imports and exports of data. Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries. _Product Demonstration / Sales:_ Assist sales staff with product demonstrations to potential customers. Must be able to assess prospect's business needs and show how software will work / solve issues. Always be on the lookout for prospective sales opportunities when working with clients. Recommend new / additional products and pursue the sales opportunity or refer to sales staff. **Qualifications:** To perform this job successfully, an individual must be able to manage each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires creative skills typically demonstrated by imagination or intellect involved with the analysis of highly technical problems within client systems. This individual must be capable of drawing independent conclusions leading to the successful implementation of problem-solving techniques. The position requires continuous exercise of discretion and independent judgment based upon the special skills and knowledge described herein. + **Requirements:** Minimum 7 (recent) years' experience implementation & integration support of Sage ERP + Bachelor's Degree Required (MBA or CPA preferred) + Sage Certification(s) highly preferred + Ability to travel up to 30% **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** Pay Range $84,000 to $164,800 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $84k-164.8k yearly 43d ago
  • Global People & Culture Business Partner

    Cherry Bekaert 4.6company rating

    Cherry Bekaert job in Raleigh, NC

    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. Our People & Culture team is looking for a Global People & Culture Business Partner. The person in this role will collaborate with a dynamic P&C Business Partner team in growth mode with opportunities to influence and participate in transition. Dedicated to our international workforce, this role can be based out of any of our offices with the opportunity for a hybrid environment. You will serve as a strategic partner across multiple regions, including India, the Philippines, US and Canada, ensuring alignment of global People & Culture initiatives with local needs and compliance requirements. **As Global People & Culture Business Partner, you will:** + **Implement People Strategy and Programs** + Engage leaders to understand business imperatives and influence talent needs for success across global markets. + Partner with employees and leadership teams in US, India, the Philippines, and Canada to ensure cultural alignment and compliance with local employment practices. + Collaborate with clients and People & Culture groups (Talent Acquisition, Total Rewards/Compensation, Learning, and Diversity & Inclusion) to effectively execute on global people strategy, processes, and reporting. + Represent client groups and role in various firm or department projects, including recurring annual processes and global initiatives. + **Global Compliance & Cultural Adaptability** + Maintain knowledge of international employment laws, regulations, and compliance requirements across India, Canada, and the Philippines. + Ensure HR policies and practices are adapted to meet local legal standards while aligning with global frameworks. + Provide guidance on cultural nuances and best practices to foster inclusion and engagement across diverse teams. + **Visa & Immigration** + Partner with Talent Acquisition and Legal teams to manage visa and immigration processes for international hires and employee mobility. + Advise leaders and employees on work authorization requirements, timelines, and compliance for cross-border assignments. + **Talent, Performance Management and Development** + Educate Career Advisors on the scope and impact of their role in developing and retaining talent globally; collaborate to deliver tailored training as needed for international teams. + Provide advice to leaders and employees on performance-related concerns, including performance improvement, development of talent, and succession planning across multiple geographies. + Interpret global talent management data and work with key stakeholders to develop appropriate initiatives that address regional nuances. + Deploy career development tools and processes that resonate across diverse cultural contexts. + **Leadership Coaching for Global Teams** + Coach leaders on managing and motivating geographically dispersed teams. + Provide strategies for effective communication, collaboration, and inclusion across time zones and cultural differences. + **Support a Healthy Work Culture** + Drive activities to support a culture of engagement across global teams; assess client health through formal and informal sensing and plan actions with leaders to support a healthy culture internationally. + Consult with leaders and associates on employee-related issues, including manager/employee concerns, policies & procedures, values alignment, misconduct, and complaints across different regions. + Maintain a current level of knowledge on global HR practices, employment laws, and cultural considerations. **What you bring to the role:** + Bachelor's degree + 5+ years of experience as a Business Partner or combination of client-facing/consulting experience + Experience working with an international workforce and leadership, including India, the Philippines, and Canada. + Strong PC skills including Excel, PowerPoint, Word and/or related applications; demonstrated working knowledge of an HRIS operating system + Professional HR certification preferred + Experience in a professional services environment is preferred + Prior Global/Matrix environment experience is preferred **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:** 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. The salary range for this position is included below. Individual salaries within this range are determined by a variety of factors including but not limited to the role, function and associated responsibilities, a candidate's work experience, education, knowledge, skills, and geographic location. 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. **Pay Range:** $74,670 - $144,500 **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 ******************************* 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. ****************************************** 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 ************************ and follow us on LinkedIn, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $74.7k-144.5k yearly 41d ago
  • Summer 2027 Tax Intern - Raleigh

    Cherry Bekaert Advisory, LLC 4.6company rating

    Cherry Bekaert Advisory, LLC job in Raleigh, NC

    Job Description Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated 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. If you are ready to find your space and create your future, you belong with us. As a Tax Intern, you will: With a Cherry Bekaert internship, you will gain insight into the public accounting profession and build a solid foundation for your career. Work for multiple supervisors on a variety of client engagements Apply accounting knowledge while performing client work using Firm technology Shadow Tax professionals of all levels Participate in team building and training initiatives Participate in and present on a marketing or research project Attend social functions: happy hours, lunches, community service projects and other outings What you bring to the role: Juniors or seniors enrolled in an accredited accounting or related program, two years from graduation Cumulative GPA of 3.0/4.0 or above preferred, but not required Proficiency with computers and spreadsheet software programs Ability to travel to client sites as needed, including frequent same-day travel What you can expect from us: Shared values, including uncompromising integrity, a passion for excellence, and mutual respect The opportunity to innovate and do work that motivates and engages you A collaborative environment focused on your career growth and continuous professional development Mentorship and networking experiences with professionals of all levels Depending upon service line, location, and workload, it is an expectation that summer and winter interns will be able to work approximately 32-40 hours per week and to be available during regular business hours/days either online or in the office. 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. “Cherry Bekaert” is the brand name under which Cherry Bekaert LLC and Cherry Bekaert Advisory LLC, independently owned entities, provide professional services in an alternative practice structure in accordance with applicable professional standards. Cherry Bekaert LLC is a licensed CPA firm that provides attest services, and Cherry Bekaert Advisory LLC and its subsidiary entities provide business advisory and non-attest services spanning the areas of transaction advisory, risk and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure. 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. The salary range for this position is $30.00 - $35.00 per hour. Individual salaries within this range are determined by a variety of factors including but not limited to education, experience, knowledge, skills, and geographic location. 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. 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, protected veteran status, disability status, or any other legally protected basis, in accordance with applicable law. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLC and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at cbh.com/careers and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.
    $30-35 hourly 26d ago
  • Senior Tax Manager - High Net Worth/FWS

    Elliot Davis 3.7company rating

    Raleigh, NC job

    WHO WE ARE Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices - located in the fastest growing cities in the US - are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm. We are looking for a Senior Tax Manager to join our High Net Worth (aka Family Wealth Services) tax practice. This candidate will consult on complex gifting and estate planning, as well as oversee the tax preparation process primarily for high-net-worth individuals, related family partnerships and trust tax returns to ensure compliance with state and federal tax regulations. Tasks will also include business development, leading a team, technical review, quarterly and year-end consulting, identifying tax issues and providing solutions to technical tax matters, as well as engagement oversight and management to achieve accurate and efficient results. The Senior Tax Manager is responsible for training, motivating, developing and reviewing the work of their team. We see this role as a future leader in our firm and are looking for someone motivated to take the next step in their career. #LI-RB1 #LI-HYBRID Responsibilities * Providing tax, gift and estate planning and compliance services for individuals and related trusts * Continuously expanding individual, gift, trust and estate tax planning and consulting knowledge, as well as overall professional development * Developing and sustaining excellent client relationships to a level of becoming a trusted advisor * Identifying issues and recommending creative solutions to complex client issues * Managing client engagements to achieve optimum service expectations * Developing and growing a business network with referral relationships, potential clients, and organizations to attract new business * Holding yourself and others accountable for business development goals * Recruiting, developing, and motivating team members * Creating a highly collaborative environment in which team members reach out to others for input and ideas * Promoting a culture of engagement, inclusion, and accountability for the organization's core values and competencies for the teams that you lead. * Setting and achieving stretch goals on a periodic basis that increases your value and contribution to the organization Requirements * Bachelor's degree in Accounting, Finance or Law; Master's degree in Tax/LLM in Tax, preferred * 7+ years of recent public accounting firm experience working with individuals, partnerships, trusts and estates, including managing multiple projects and customer engagements * CPA certification required * Leadership and project/team management skills * Excellent communication and networking acumen * Ability to manage and grow strong customer relationships * Experience with tax software and technology #LI-EG1 #LI-Hybrid WHY YOU SHOULD JOIN US We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right - all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: * generous time away and paid firm holidays, including the week between Christmas and New Year's * flexible work schedules * 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) * first-class health and wellness benefits, including wellness coaching and mental health counseling * one-on-one professional coaching * Leadership and career development programs * access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals. ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements While performing the duties of this job, the employee is: * Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone * Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: * Use written and oral communication skills. * Read and interpret data, information, and documents. * Observe and interpret situations. * Work under deadlines with frequent interruptions; and * Interact with internal and external customers and others in the course of work.
    $78k-108k yearly est. Auto-Apply 60d+ ago

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