Senior · National
Cherry Bekaert Advisory LLC · Atlanta, Georgia
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Lead tax practice process redesigns and technology adoption to improve tax compliance planning and provision workflows.
Worth knowing: Requires seven or more years of public accounting tax experience
Cherry Bekaert is investing in the future of tax service delivery, and this role sits at the center of that effort. The Tax Technology Transformation Leader is an internally focused position responsible for advancing the Tax Practice's operational capabilities through technology, process improvement and innovation. Working closely with Tax leadership, the Firm's broader Business Transformation function and technology teams, this individual will identify inefficiencies, lead transformation initiatives and drive adoption of tools and platforms that enable our tax professionals to deliver greater value to clients. This role reports directly to the Tax Service Line Leader, with a dotted line to the Chief Transformation Officer. This role is ideal for a tax professional who is energized by the intersection of accounting and technology — someone who understands how tax work gets done, sees opportunities to do it better and has the drive to make change happen across a large, complex organization. What You Will Do Strategy and Prioritization Collaborate with Tax leadership and Business Transformation Leadership to identify, assess and prioritize opportunities for process and technology improvement across the Tax practice. Develop and maintain a transformation roadmap for the Tax service line, ensuring alignment with the Firm's broader technology and operational strategy. Track and communicate progress against transformation objectives using clearly defined KPIs and performance measures, reporting results to Tax and Firm leadership. Evaluate emerging technologies — including AI, automation and data platforms — and assess their applicability to tax compliance, planning and advisory workflows. Process Improvement and Automation Identify broken, inefficient or duplicative processes within the Tax practice and lead efforts to redesign, standardize and automate them. Lead and participate in business process analysis sessions with tax professionals and subject matter advisors, translating findings into actionable improvement recommendations. Drive adoption of new technology platforms and workflows, removing barriers to change and building enthusiasm among tax professionals at all levels. Identify work that can be effectively leveraged through the Firm's India team and coordinate transitions to support capacity and efficiency goals.
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