Tax Partner – Real Estate Tax Credits & Incentives
About the Role
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 Midwest region. The 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.
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
Benefits
- Competitive compensation packages based on performance
- Annual bonus
- Medical, dental, and vision care
- Disability and life insurance
- Generous Paid Time Off, including a firmwide week off for the 4th of July
- Retirement plans
- Paid Care Leave
- Flexible work arrangements
About the Firm
Cherry Bekaert, ranked #17 on Accounting Today's 2026 Top 100 Firms list and consistently recognized as a Great Place to Work, delivers innovative advisory, assurance, and tax services to its clients. The Firm is digitally driven, industry-aligned, and focused on the middle market, serving clients across industries in all 50 U.S. states and internationally.
This role is based in the Midwest, ideally in our Louisville, KY, Cincinnati, OH, Indianapolis, IN, DC Metro, Nashville, TN, or Atlanta, GA office locations.