Cohen is Hiring a Tax Senior or Manager, Private Client Services Near Pittsburgh, PA
Cohen & CompanyCertified Public Accountants We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team! We are open to this position being in any of the following markets: Buffalo, NY ; Cleveland, Akron or Youngstown, OH; Pittsburgh or Philadelphia, PA; Milwaukee, WI; Chicago, IL ; Detroit or St. Clair Shores, MI Responsibilities
Senior Level
Prepare complex tax returns and perform detail level reviews of work papers, allocations, and tax returns, as well as preparing materials and research for consulting projects related to tax planning opportunities
Work with an engagement team and draw on your experience to provide tax compliance and consulting services to clients
Communicate with clients to gather information to complete tax returns
Operate in a dynamic environment, coach interns and entry-level staff, and share your knowledge and experience with the entire team
Manager L evel
Oversee overall client experiences including deadline management/client expectations
Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations
Handle billing/WIP management
Review the tax returns and manage tax workflow
Coordinate multiple engagement teams’ schedules and deadlines
Operate in a dynamic environment, coach staff/seniors/managers, and share your knowledge and experience with the entire team
Qualifications
Senior Level
CPA or qualifications completed to pursue CPA
2 years of progressive experience at a public accounting firm
Basic understating of challenges related to tax returns including partnership, individual, and corporate tax returns.
Proficiency in juggling multiple priorities while working with internal and external stakeholders
Experience reviewing tax returns done by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities
Experience preparing returns for more complex partnership, s- corp , individual, or corporation returns and demonstrate an understanding of increasingly complex tax concepts
Manager Level
CPA or JD required
5 years of progressive experience at a public accounting firm
Solid understating of challenges related to corporation and partnership returns.
A practical understanding of tax credits and incentives
Proficiency in juggling multiple priorities while managing internal and external stakeholders
Enthusiasm for coaching and developing team members
Experience advising clients on a variety of consulting and compliance engagements on partnerships, s-corps, individuals, or corporations
Experience conducting tax research and analyzing a wide variety of tax issues, including partnerships, s-corps, individuals, and corporations , and assisting with the compliance and investor reporting process.
All Levels
Bachelor's Degree Required
Excellent leadership and organizational skills
Positive attitude and willingness to be a team player
Excellent time and project management skills
Ability to maintain and develop strong relationships with clients and internally to meet or exceed expectations
Willingness and ability to learn new concepts with minimal guidance
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
Strong understanding of CCH Axcess required
Develop strong relationships internally, and flexibility are required and keys to success
Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
Estimated Salary Range: $65,000 - $150,000*
Salaries 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 & Company, 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, and so much more!
About Cohen & CompanyNamed one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting , Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. Learn more about us:
Cohen & Company: www.cohencpa.com
Careers: cohencpa.com/careers
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.