Manager - State & Local Tax

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. We are proud to foster a collaborative environment focused on enabling your career growth and continuous professional development. Our State and Local Tax () team is looking for a Manager with a background in Income/Franchise Tax.

The SALT Manager – Income/Franchise will have the opportunity to work onsite/hybrid from our Charlotte office.

• Deliver a full range of multi-state and local tax consulting services, addressing various issues in the area of income, franchise, capital stock, license, and gross receipts taxes.
• Conduct primary and secondary reviews of complicated or complex State and Local tax returns.
• Draft tax technical memorandums, client correspondence and other various work products.
• Understand and manage firm risk on tax services and proposals.
• Identify opportunities to minimize clients’ multi-state tax burden through optimal filing methods, exemptions, credits/incentives, structuring alternatives, etc.
• Analysis and modeling of structuring alternatives.
• Provide state and local audit defense assistance to clients.
• Research complex state and local tax issues using state statutes, regulations, case law and other relevant authorities/guidance.
• Research state tax filing requirements that affect tax compliance.
• Provide technical assistance with the tax compliance function in order to ensure accuracy and completeness.

• Accept responsibility for and complete tasks assigned by SALT practice leaders in a timely fashion.
• Make effective use of firm resources to complete a project.
• Manage multiple client projects at any given time.
• Alert SALT leadership in a timely fashion of any issues, constraints, challenges, and/or scheduling conflicts that may arise in completing the assigned task(s).

• Serve as the Engagement Manager on specific client accounts, taking responsibility for pre-engagement planning, execution, and final deliverable development.
• Develop a professional relationship with the client. Gain the respect and confidence of the client by consistently demonstrating supreme customer service, quality work products, and professional integrity.
• Serve as the prime point-of-contact to the client. Ensure that the client is fully informed of engagement progress and logistics.
• Gain the respect and confidence of the Cherry Bekaert team through effective client management, timely and accurate communication, and clear and concise team direction.
• Prepare timely and accurate bills for professional services rendered.
• Prepare, organize and maintain engagement work papers and files.
• Communicate periodically with clients following the completion of the engagement to ensure customer satisfaction.

• Develop a thorough understanding of all tax, audit and consulting services provided by the firm. Link this understanding to potential client needs.
• Identify opportunities to expand the scope of current engagements through identification of current client needs and target client requirements.
• Network internally. Communicate to the audit and consulting teams the types of tax services you provide to your clients to facilitate cross‑selling.
• Identify and pursue outside business contacts through social, charitable, and business organizations. Become an active participant in these networking channels.
• Work closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and new business development.
• Play a key role in the future business generation and continued development of the client base within industry groups and identify future client needs and new business opportunities.
• Use an established network of business relationships within industry groups to generate new sales opportunities.
• Maintain strong client relations and cross‑sell services within the assigned group of clients.

• Take…