Tax Partner - High Net Worth Hybrid Boston, MA Full time JR100041 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. 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.

Role Description The Relocation Tax Specialist provides technical leadership to all clients who are being implemented to the Expense Management Processes, including decisions on transferee gross up benefits, ongoing communication of relevant payroll data, and management reporting of relocation program costs. The position coordinates all year end payroll tax reconciliations and transferee reporting. In addition, the position is a subject matter expert for tax ramifications of client relocation programs. Position also partners with the CF Managers to implement efficiencies through automation of processes. For global clients, work with client’s tax provider or our internal compensation team to provide relevant global year-end and monthly data to support global payroll reporting. What You'll Be Doing - 40% Provides Tax Leadership to SIRVA relative to tax aspects of client relocation programs. - Responsible for the accurate calculation of gross ups and taxability reporting to clients. - Stays current on Tax Law changes and ensures that all CF payroll reporting is compliant and accurate. - Coordinates payroll tax reconciliations, true ups, and the timely issuance of RTR's for US. - Responds to queries from SIRVA Associates, Clients, and Transferees regarding tax gross-up and financial reporting. - Coordinate and work with client’s tax partners and our own compensation team to report the global payroll information. - 25% Responsible for auditing payroll reporting and financial reporting to clients. - Recommends changes to systems and training process to improve accuracy, clarity, and efficiency. - 15% Provides subject matter expert leadership to implement new clients. - Works directly with client to provide expert guidance in deciding upon tax assistance options to achieve relocation reimbursement objectives. - Creates payroll and management reporting to meet Client needs. - Serves as key liaison with SIRVA's IT department for special client needs such as interfaces into client’s systems. - Works directly with CF Manager and Analyst(s) to launch the Client into the CF Process. - Provides tax assistance training and support to CF Analysts and Associates in creating ad hoc reports as well as training on system related topics. - Reviews results for data integrity, ensuring quality, clarity, and accuracy of presentation. - Partners with CF managers in driving efficiencies through the implementation of automation processes and standardization of invoicing and financial reporting to clients. - Provides leadership within SIRVA’s tax reporting software. - 20% Provides tax assistance training and support to CF Analysts and Associates in creating ad hoc reports as well as training on system related topics. - Reviews results for data integrity, ensuring quality, clarity, and accuracy of presentation. - Partners with CF managers in driving efficiencies through the implementation of automation processes and standardization of invoicing and financial reporting to clients. - Provides leadership within SIRVA’s tax reporting software. Qualifications - 3+ years of financial experience. - Bachelors Degree in Accounting or Finance required. - Strong written and verbal communication skills. - Knowledge of financial and auditing principles and guidelines. - Strong problem solving and conflict resolution skills. - Strong organizational skills. - Ability to work successfully in a team and deadline driven environment. - Strong customer service skills. - Global payroll experience preferred. Benefits - Competitive salary and incentive plans. - Workplace flexibility for a balanced work/life approach. - Comprehensive benefits packages and wellness program. - Generous company-paid vacation days and holiday time. - Challenging, collaborative, diverse corporate culture. - Ongoing opportunities for learning and career development.

• Build your own book of business; nurture and grow buyers through the entire customer lifecycle in order to achieve scale of buyer tax credit appetite and reach targeted outcomes. • Generate new buyer leads through conferences, networking, outreach, and other creative methods. • Establish credibility, cultivate, and expand partnerships with key senior leaders at corporate buyers, family offices, accounting and tax firms, and banks. • Educate buyers on the critical role of the Crux platform in tax credit transactions and demonstrate how to utilize Crux to achieve more effective and efficient outcomes. • Serve as a facilitative partner and resource to buyers throughout the transaction lifecycle, including developing custom strategies to best meet buyer’s needs. • Educate buyers on risks and mitigants and proactively address transaction issue. • Build strong relationships with buyers and facilitate buyers gaining access to and utilizing the Crux platform • Problem solve and address key commercial issues effectively and quickly • Understand Crux platform, buyer sales process, transaction flow, pricing, and commercial agreements • Serve as an expert resource to buyers on all aspects of tax credit transactions, as well as leverage internal and external subject matter experts • Operate with autonomy, quickly surface issues, research and propose solutions • Maintain your customer data in product and other internal tools • Inform product development with user insights and subject matter expertise • Discuss complicated topics with clarity and accuracy • Strong collaborative and team orientation; meaningfully contribute to key growth initiatives

Role Description The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings. Responsibilities - Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets. - Presentations include enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings as requested by the plan sponsor or determined by the applicable communication and education plan. - Actively participate in benefit fairs and new employee orientations. - Participate in the annual plan review and financial education planning process. - Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates. - Meet with participants and eligible employees to educate employees regarding plan participation. - Travel dependent on your territory may be required for new plan enrollments. Qualifications - High school diploma or GED required; Bachelor's Degree preferred. - Series 7, Series 66 preferred and appropriate state insurance licenses required. - CFP, ChFC or similar designations desirable. - Must have excellent presentation skills. - Bilingual Spanish/English skills a plus. Requirements - This is a salary paid position with bonus potential. - Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match. - Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools. - Company-paid E&O, licensing fees, continuing education and compliance support. Benefits - Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being. - Retirement Savings: We offer retirement benefits options, which vary by location. - In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately. - Employee Assistance Program: Confidential counseling services and resources are available to all employees. - Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000. - Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work. - Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.