Tax Senior Manager, Privately Held Businesses

What You'll Do

• Manage client tasks and expectations, ensuring client satisfaction and leading efficiency improvements across multiple engagements.
• Act as the primary point of contact for clients throughout the year.
• Collaborate with engagement teams to ensure deadlines are met, tasks are completed efficiently, and client expectations are exceeded.
• Provide innovative tax planning and compliance expertise, including advising on tax structures, buy/sell side planning and reporting, and tax-saving strategies for an acquisitive focused client base.
• Offer proactive, forward-thinking solutions to meet client needs.
• Work closely with the Partner to identify and develop new business opportunities, while also supporting ongoing practice development efforts.
• Contribute to firm-wide projects and responsibilities, working closely with various teams to ensure the success of core Private Client Services tax functions.

Required

• Bachelor's Degree Required
• CPA or JD required
• 5-10 years of progressive experience at a public accounting firm
• Knowledge and previous experience working within Private Client Services taxation including: C-Corps, S-Corps, Partnerships, Tax research
• Excellent leadership and organizational skills
• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams
• Understanding of Outlook, Excel, Word, Adobe, etc. required
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success

Who We Are

Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co, our Foundational Principles offer insight into how we achieve. 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 suits 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 is built on a passion for excellence, a commitment to innovation, and a dedication to serving our clients and our people. We believe that by fostering an inclusive and supportive environment, we can attract and retain top talent, drive growth, and deliver exceptional results for our clients.

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.