Tax Senior Manager, Closely Held

What You'll Do

Ready to take your tax expertise to the next level? At Cohen & Co, we’re looking for a Senior Tax Manager to lead the charge for our closely held client services. 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, entity choices, and tax-saving strategies. 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 
  • Individuals 
  • 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 

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:  $110,000 - 210,000* 

*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 : $110,000 - $210,000