Tax Partner - High Net Worth

Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. Our strategy is to be digitally driven, industry-aligned, and focused on the middle market.

As our firm expands its presence in the Greater Boston market, we have an exceptional opportunity for an accomplished tax partner to join our Private Client Services (PCS) team. In this highly visible leadership role, you will serve high-net-worth individuals, family business owners, entrepreneurs, and family offices, guiding them through the full continuum of their financial lives, from wealth creation and business succession to multi-generational estate planning and fiduciary stewardship.

You will lead and mentor a dedicated client service team while leveraging your existing network of relationships, and cultivating new ones, to expand the practice. This role demands not only deep technical command across individual, trust, estate, and entity taxation, but the interpersonal acuity to serve as a trusted, long-term advisor to clients navigating complex and often highly personal financial decisions.

What You Will Do

• Provide holistic tax planning and compliance services across federal, state, and local jurisdictions for high-net-worth individuals, closely held businesses, trusts, estates, and family offices
• Advise clients on estate and gift tax planning, charitable giving strategies, asset protection, business succession, and wealth transfer, with a multigenerational perspective
• Lead and develop a team of tax professionals, serving as a mentor and role model for technical excellence and client service
• Cultivate and expand client relationships through your professional network, referral sources, and collaborative engagement with other firm leaders
• Serve as a primary point of contact for clients with complex, cross-functional needs, coordinating with attorneys, investment advisors, and other professionals to deliver a seamlessly integrated advisory experience
• Contribute to the growth of the Boston PCS practice through business development, thought leadership, and community visibility

Qualifications

• Active CPA license required
• Substantial experience in private client taxation within a large local, regional, or national public accounting firm, with demonstrated expertise across individual income tax, fiduciary taxation, estate and gift tax, and pass-through entity structures
• Experience serving high-net-worth individuals, family business owners, entrepreneurs, and/or single- or multi-family offices
• Familiarity with international tax considerations for private clients, including foreign trusts, cross-border asset reporting, and U.S. tax obligations for citizens abroad, is a plus
• Proven business development capability and an established network of referral relationships
• Exceptional interpersonal and communication skills, with the presence and discretion demanded by ultra-high-net-worth client relationships
• Strong leadership and staff development instincts; a genuine investment in the growth of others

What you can expect from us:
•    Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
•    Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
•    Big firm resources and bench strength; small firm flexibility and openness to new ideas.
•    Defined metrics and targets that eliminate ambiguity.
•    Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
•    Click here to learn more About Us

Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ 

Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. 

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.   

Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. 

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

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