Tax Senior Accountant, Professional Services

About the role

At Cohen & Co, we believe in putting great people first — fostering a culture where communication, teamwork, and growth come together to deliver exceptional results. As a Tax Senior Accountant supporting our asset management and financial services clients, you’ll focus on the operating businesses behind the funds — the management companies with employees and day-to-day business operations. You’ll navigate sophisticated, multistate structures, foreign ownership considerations, and complex allocations, all while working independently on meaningful, high-impact engagements.

Responsibilities

• Prepare and review federal, state, and local tax returns for asset management companies (partnerships, S-Corps, and C-Corps).
• Manage complex multistate compliance, often filing in 20+ states, including PTE, composite, and nonresident withholding requirements.
• Work through special allocations and multi-tier structures, sometimes involving foreign partners and ownership of foreign entities.
• Conduct technical research and provide guidance on complex tax matters affecting client operations.
• Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements.
• Take ownership of day-to-day engagement responsibilities, working independently with minimal oversight.
• Review the work of other team members to ensure accuracy and quality.
• Build trusted relationships with clients and internal stakeholders, with client interaction growing over time as you advance.
• Collaborate closely with managers and engagement teams to meet deadlines and deliver exceptional service.
• Mentor and support junior staff through training, feedback, and review.
• Model strong communication and organization to promote team alignment.
• Contribute to a collaborative team with a culture built on strong working relationships.

Qualifications

• Bachelor’s degree in Accounting or related field required.
• CPA license or active progress toward CPA strongly preferred.
• Partnership tax experience required; S-Corp and C-Corp experience preferred.
• Strong multistate tax experience, including experience with PTE, composite and nonresident withholding taxes.
• Ability to work independently in a self-directed environment. Review experience required.
• Excellent written and verbal communication skills; strong attention to detail and analytical thinking.
• Preferred Experience: Experience with special allocations. Exposure to foreign partners and ownership of foreign entities. Background in asset management, professional services, or financial services tax.

Who We Are

At Cohen & Co, we believe in putting great people first — fostering a culture where communication, teamwork, and growth come together to deliver exceptional results. Our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities. 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.