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. In this dynamic role,
• you’ll be at the forefront of tax planning, compliance, and consulting for a
• diverse portfolio of clients. If you're a proactive leader with a passion for
• developing strong client relationships, optimizing workflows, and providing
• innovative tax strategies, this is your opportunity to shine. Bring your
• experience in private client services and make a meaningful impact with a firm
• that values your expertise and leadership.

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 that 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.

WHO YOU ARE

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

Location

• Buffalo, NY: Cleveland, Akron or Youngstown, OH; Pittsburgh, PA; Detroit or

St. Clair Shores, MI

• Hybrid work environment

WHO WE ARE

#LifeatCohen [https://www.linkedin.com/company/cohenco/life/]

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles

[https://www.cohenco.com/careers/why-cohen] offer insight into how we achieve an

inclusive, growth-oriented culture that fuels the success of our firm, our

clients and our people. In particular, we honor our foundational principle of

“great people first” by

• Championing the importance of diversity, equity and inclusion

[https://www.cohenco.com/about-us/diversity-equity-inclusion] by embracing

the unique stories, backgrounds, perspectives and ideas that come from our

people; and

• Offering a comprehensive and competitive Total Rewards

[https://www.cohenco.com/careers/why-cohen/total-rewards-benefits] 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!

LEARN MORE ABOUT US!

• Discover our Passion, Purpose & Expertise [https://www.cohenco.com/about-us]

• Learn more about our Firm's culture

[https://www.cohenco.com/careers/why-cohen/our-culture]

Estimated Base Range: $110,000 - 210,000

*Base compensation offered to candidates are determined based on factors such as

candidate's relevant skillset, experience, licensure, and certifications, as

well as job responsibilities, geography, market considerations, and

organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by

offering competitive base compensation. As part of our 'great people first'

foundational principle, 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.

Agency recruiters may not submit unsolicited candidate information or resumes to

any Cohen & Co employee without a recruiting services contract first being

entered into with the Cohen & Co Talent Acquisition Team; see policy here

[https://www.cohenco.com/careers/agency-recruiter-policy].