Cherry Bekaert is ranked among the largest assurance, tax, and advisory firms in the U.S., and has been around for over 75 years providing Elite Accounting and Advisory services for our clients. Our shared values, including uncompromising integrity, a passion for excellence and mutual respect have helped us get here. If these values align with yours, we’d like to hear from you.

We are seeking a 1040 & Pass-through Partner to join our growing Private Client Services (PCS) practice in the Rockville, MD office (DC Metro). This highly visible leadership role offers the opportunity to shape the strategic direction of our Rockville practice, drive growth, and make a significant impact on both the firm and our clients. Limited regional travel may be required; relocation assistance may be offered.

Key Responsibilities

• Lead a team providing personal, compliance, and business tax planning services to partnerships, owners, families, family businesses, and high-net-worth individuals.
• Specialize in pass-through entity (partnership and S corporation) taxation, with a focus on complex 1040 compliance and planning.
• Serve as a trusted advisor to clients, delivering exceptional client service and high-quality execution of engagements.
• Coach, mentor, and train managers and staff, fostering professional development and a collaborative team environment.
• Contribute to business development by leveraging your professional network, identifying and winning new opportunities, and expanding services to existing clients.
• Collaborate across service lines and offices, embracing the firm’s “one firm” mentality and commitment to colleagues’ success.

Qualifications

• Active CPA license required.
• Bachelor’s degree in Accounting, Finance, or Economics required.
• Significant expertise in pass-through entity taxation (partnerships and S corporations) and complex individual (1040) tax compliance.
• Experience with complex federal (C and S), multi-state, individual, and partnership compliance and planning.
• Strong leadership and staff development skills.
• Excellent oral and written communication skills.
• Exceptional interpersonal skills for collaborating with partners and guiding clients.
• Excellent problem-solving, organizational, and analytical skills.

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 her 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. 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.

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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