Tax Partner – Real Estate Tax Credits & Incentives
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Senior+
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Tax Partner – Real Estate Tax Credits & Incentives
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Full-time
bachelor degree, postgraduate degree, professional certificate
Annual bonus, Medical insurance, Dental insurance, Vision care, Disability insurance, Life insurance
Posted 25d ago
Apply by Dec 31
~40 hrs/week
Responsibilities
The Tax Partner will serve as the primary relationship leader and technical authority for a portfolio of real estate tax credit and incentive clients. They are responsible for leading tax compliance and planning engagements while driving organic growth and mentoring staff.
Requirements
Candidates must hold an active CPA license and possess significant experience in real estate tax credits and incentives within a public accounting firm. A bachelor's degree in accounting or a master's degree in taxation is highly preferred.
Full job description
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.
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.
Cherry Bekaert is a top-ranked U.S. CPA and advisory firm specializing in tax, audit, assurance, digital consulting, and M&A advisory services for middle-market companies, government contractors, nonprofits, and private equity-backed businesses. We deliver digitally driven, industry-aligned solutions that help clients transform from mid-market players into market leaders in today’s competitive landscape.
Ranked among the largest accounting firms in the United States, our specialized services include business valuations, outsourced accounting, transaction advisory, and strategic tax planning. For over 75 years, Cherry Bekaert has been the trusted growth advisor to global corporations, startups, government entities, and successful individuals.
We foster a professional environment that is flexible, inclusive, and entrepreneurial—empowering our people to grow personally and professionally. Our mission is clear: *Making a Difference for our people, our clients, our community, and our profession.*
Cherry Bekaert serves key industries including:
- Government Services
- Healthcare & Life Sciences
- Hospitality & Retail
- Industrial Manufacturing
- Not-for-Profits
- Private Equity
- Professional Services
- Real Estate & Construction
- Technology
Our international reach is extended through our affiliation with Allinial Global, enabling us to support clients with cross-border needs.
🔗 Learn more at cbh.com and follow us on LinkedIn, X, Instagram, and Facebook for insights and updates.
Content on this page has been prepared for general information only and is not intended to be relied upon as accounting, tax or professional advice. Please reach out to your advisors for specific advice.
Offices: 3800 Glenwood Ave, Raleigh, North Carolina 27612, US · 200 South 10th Street, Suite 900, Richmond, Virginia 23219, US · 1850 Towers Crescent Plaza, Suite 200, Tysons Corner, VA 22182, US · 1075 Peachtree St NE, Suite 2200, Atlanta, Georgia 30309, US · 1029 Greene St, Augusta, Georgia 30901, US
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How much do Management & Leadership jobs in Rockville, MD pay?
Based on 410 listings with disclosed salaries, most management & leadership jobs in Rockville, MD pay between $53k–$175k per year. Individual offers vary with seniority, company size, and specialization.
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