Tax Senior Accountant, Business Tax Services

What You’ll Do

Are you a skilled tax professional ready to take your expertise to the next level with closely held businesses and private equity portfolio companies? At Cohen & Co, we prioritize a people-first culture and professional growth, giving you the opportunity to work directly with clients on meaningful, high-impact engagements.

• Prepare, review, and file federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies (C-Corps, S-Corps, and Partnerships).
• Conduct technical research and provide guidance on complex tax matters affecting client operations and investments.
• Identify opportunities for tax efficiencies, process improvements, and risk mitigation.
• Stay current on evolving tax regulations and industry best practices to ensure clients receive accurate, compliant, and strategic advice.

Client Experience

• Serve as a trusted advisor to clients, delivering proactive solutions and strategic insights that support business goals.
• Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance.
• Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long-term partnerships.
• Manage timelines, deliverables, and client expectations to ensure high-quality service and satisfaction.

Tax Strategy & Compliance

• Provide strategic tax services to operating businesses owned by private equity firms or closely held owners, managing C-Corps, S-Corps, and Partnerships with precision and compliance.

Qualifications

• Bachelor’s degree in Accounting or related field.
• CPA license or progress toward CPA strongly preferred.
• Experience preparing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies.
• Strong understanding of business tax structures, C-Corps, S-Corps, and Partnerships.
• Proficiency in Microsoft Excel and tax software; comfort adopting new technology tools.
• PREFERRED: Experience with personal tax compliance (1040s). Exposure to multi-state tax planning and compliance. Experience mentoring or leading staff.

About the Role

At Cohen & Co, we like numbers. (But we’ll never treat you like one.) At Cohen & Co, our Foundational Principles offer insight into how we achieve success. In particular, we honor our Foundational Principle of “great people first” by championing the importance of diversity, equity, and inclusion by embracing the unique stories, backgrounds, perspectives, and ideas that come from our people; and offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suit their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Our Culture

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.