Tax Growth Solutions Leader

Tax Growth Solutions Leader 

Description 

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert delivers innovative and sophisticated advisory, assurance, and tax services to our clients. We are looking for a Tax Growth Solutions Leader to join our Tax team to lead the packaging and integration of existing core and strategic tax offerings into cross-functional solutions tailored to market segment needs. 

As the Tax Growth Solutions Leader, you will report to our Chief Growth Officer and work closely with the Managing Partner – Tax Services. You’ll be responsible for helping to generate and maintain revenue by developing solutions and offerings for core and strategic tax; driving integration and alignment between revenue-related functions, aligning and optimizing the client experience; and facilitating cross-functional collaboration and communication that produces results. This highly visible role may be based out of any of our offices, or fully remotely within the contiguous United States.  

To be successful in this role, you should have a strong background in consulting or advisory services, with proven experience in developing and executing growth strategies, solutions, and offerings. You should also have excellent analytical, problem-solving, change management, and communication skills, as well as the ability to influence and motivate others.   

As the Tax Growth Solutions Leader, you’ll be responsible for the following:   

Cross-Functional Stitching and Market Segmentation 

• Design and implement frameworks for bundling existing tax and advisory services into cohesive, market-relevant solutions. 

• Collaborate with RSLLs, Strategic Tax Domain Leaders, and IPLs to identify high-impact combinations of services aligned to client segmentation strategies. 

• Develop segmentation models that guide solution packaging based on client industry, size, and strategic needs. 

Solution Development 

• Develop process model for packaged (bundled) solution sets across existing tax service offerings 

• Drive solution set development through collaboration with RSLLs (Regional Service Line Leaders), Strategic Tax Domain Leaders, and IPLs (Industry Practice Leaders) 

• Assess existing service offerings – create solution attachment points across audit, tax, advisory aligned with industry focus – sales approach/sequencing 

• Define and track KPIs for packaged solution adoption, client penetration by segment, and cross-selling effectiveness across tax and advisory. 

New Offerings 

• Create and launch External to Internal approach to innovate new tax offerings and/or bundled tax and advisory services 

• Create process flow model for new offering development – vetting/criteria/alignment/resource requirements/approval lanes 

• Collaborate with Growth Operations – Knowledge – Develop and monitor potential new offerings through trends research 

• Align with Client Experience – Voice of the Customer 

• Integrate with RSLLs, Strategic Tax Domain Leaders, and IPLs 

Communication & Education Strategy 

• Develop internal enablement materials to educate client-facing teams on packaged solutions and segmentation strategy. 

• Partner with Marketing and L&D to ensure consistent messaging and training around bundled offerings. 

What you bring to the role:  

• Bachelor’s degree in business administration or related field; Master’s degree or MBA preferred 

• Minimum 15 years of experience in consulting or advisory services including at least 10 years’ experience in solution packaging, cross-functional collaboration, and market segmentation within professional services in a leadership or management role required. 

• Demonstrated success in aligning existing service lines into client-centric bundles that drive revenue growth. 

• Excellent analytical, problem-solving, decision-making, and critical thinking skills 

• Strong communication skills (verbal/written/presentation), with the ability to communicate effectively with various audiences at different levels 

• Superior influencing and change management skills that result in strong leadership commitment and actions that will drive change and produce results 

• Proactive attitude (self-starter/initiative-taker), with the ability to work independently and collaboratively 

• Flexible mindset (adaptable/agile), with the ability to embrace change and ambiguity 

• Creative mindset (innovative/entrepreneurial), with the ability to generate new ideas and solutions