Tax Partner – Real Estate Tax Credits & Incentives

Ranked #17 on Accounting Today's 2026 Top 100 Firms list and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance, and tax services to its clients. The Firm is digitally driven, industry-aligned, and focused on the middle market.

Cherry Bekaert has an exceptional opportunity for an experienced Tax Partner to join our growing practice across the Midwest, ideally in our Louisville, KY, Cincinnati, OH, Indianapolis, IN, DC Metro, Nashville, TN, or Atlanta, GA office locations.

This highly visible leadership role offers the opportunity to take ownership of an established client portfolio centered on real estate tax credits and incentives, including Low-Income Housing Tax Credits (LIHTC), Historic Tax Credits (HTC), and Opportunity Zone strategies, while driving future growth across the region.

Role Overview

This Partner will serve as the primary relationship leader and technical authority for a well-established book of tax credits and incentives work, delivered within Cherry Bekaert's broader tax practice. The successful candidate will bring both deep technical fluency and a client-first orientation, sustaining the Firm's existing client relationships while identifying organic growth opportunities across the region.

Key Responsibilities

• Serve as the trusted advisor and primary point of contact for a portfolio of clients with complex tax credits and incentives needs, including LIHTC, Historic Tax Credits, and Opportunity Zone transactions
• Lead and review federal and multi-state tax compliance and planning engagements for entities structured around tax credit investments including partnership allocations and investor reporting.
• Provide strategic counsel on the structuring, underwriting, and ongoing tax compliance requirements of tax credit transactions across a range of project types and ownership structures
• Cultivate and expand client relationships through active engagement, referral development, and collaboration with other Cherry Bekaert service lines and industry teams
• Mentor, coach, and develop managers and staff, fostering technical excellence and a high-performing client service team
• Contribute to the Firm's market presence in the Midwest through thought leadership, community engagement, and targeted business development activity

Qualifications

• Active Certified Public Accountant (CPA) license required
• Bachelor's degree in Accounting or Master's degree in Taxation or related field highly preferred
• Significant experience in real estate tax credits and incentives within a public accounting firm, with demonstrated depth in LIHTC, and familiarity with Historic Tax Credits and/or Opportunity Zone strategies
• Proven ability to serve as a client relationship leader on complex, multi-party tax credit transactions
• Experience with pass-through entity taxation (partnerships and S corporations), including compliance and planning for investors, developers, syndicators, and community development entities
• Established professional network and a demonstrated capacity to sustain and grow client relationships
• Strong leadership and staff development capabilities, with a genuine commitment to coaching and mentoring
• Excellent communication and interpersonal skills, with the ability to advise sophisticated client stakeholders and collaborate effectively across service lines

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.

© 2026 Cherry Bekaert. All Rights Reserved.