Tax Manager, Closely Held

What You'll Do

Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we’re looking for someone like you to join our team!

As a Manager on our Closely Held Tax team, you’ll manage tax planning and compliance for closely held businesses, guide clients through complex transactions, and lead teams to success. You’ll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence.

Tax Strategy & Compliance: 

• 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   

Client Experience:  

• Oversee overall client experiences including deadline management/client expectations  
• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients 
• Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services 

Team Leadership:  

• 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

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with 

• Be growth oriented and work towards building a leveraged model, when appropriate 

• Provide motivation to the team, including developing young leaders via active contribution to training and development 

• Exhibit forward thinking, innovation, and delivering an exceptional work product 

Who You Are

Required: 

• Bachelor's Degree Required
• 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.  
• 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  

Location: 

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

Who We Are

#LifeatCohen 

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

At Cohen & Co our foundational principles 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 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!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $85,000 - 155,000*

*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 & 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, and so much more! 

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. 

#LI-PROMO 

#LI-Hybrid 

Salary : $85,000 - $155,000