Tax Senior Manager, Privately Held Businesses

What You’ll Do

Ready to take your tax expertise to the next level? At Cohen & Co, we’re looking for a tax Senior Manager to lead the charge for our privately held businesses, including many private equity and joint venture ownership.

Lead Client Engagements

• Manage client tasks and expectations, ensure client satisfaction, and lead efficiency improvements across multiple engagements. Act as the primary point of contact for clients throughout the year.

Team Leadership

• Collaborate with engagement teams to ensure deadlines are met, tasks are completed efficiently, and client expectations are exceeded.

Client Management & Consulting

• 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.

Business Development & Practice Growth

• Work closely with Partner to identify and develop new business opportunities, while also supporting ongoing practice development efforts.

Cross-Functional Support

• Contribute to firm-wide projects and responsibilities, working closely with various teams to ensure the success of core Private Client Services tax functions.

Required Qualifications

• Bachelor's Degree
• CPA or JD
• 5-10 years of progressive experience at a public accounting firm
• Knowledge and experience within Private Client Services taxation, including
• C-Corps
• S-Corps
• Partnerships
• Tax research
• Excellent leadership and organizational skills
• Strong external and internal communication skills
• Proficiency in Outlook, Excel, Word, Adobe, etc.
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility.

Location

• Buffalo, NY; Cleveland, Akron or Youngstown, OH; Pittsburgh, PA; Detroit or St. Clair Shores, MI
• Hybrid work environment

Compensation

Estimated Base Range: $110,000 - $210,000. Compensation is based on relevant skill set, experience, licensure, certifications, job responsibilities, geography, market considerations, and organizational needs. The firm offers a comprehensive Total Rewards package with unique benefits.

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