Tax Manager, Privately Held Businesses

Senior Talent Acquisition Specialist at Cohen & Co

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.

• Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations.
• Handle billing and WIP management.
• Review tax returns and manage tax workflow.
• Oversee overall client experiences including deadline management and client expectations.
• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice.
• Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services.
• Coordinate multiple engagement teams’ schedules and deadlines.
• Operate in a dynamic environment, coach staff, seniors, and managers, and share knowledge and experience with the entire team.
• Respect and celebrate the value of each team member’s perspectives, 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 through active contribution to training and development.
• Exhibit forward thinking, innovation, and deliver an exceptional work product.

• Bachelor’s Degree required.
• CPA or JD preferred.
• 5+ years of progressive experience at a public accounting firm.
• Solid understanding 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 for 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 AXESS required.
• Strong relationships internally and flexibility are required and key to success.
• Initiative to learn, ask questions, operate in a fast‑paced environment, and challenge the status quo.

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

• Championing diversity, equity, and inclusion through embracing unique perspectives.
• Comprehensive and competitive Total Rewards package allowing employees to tailor benefits to their needs.
• Time off beyond standard PTO to give back to the community.
• Annual discretionary merit increases and bonuses.
• Talent development resources to tap into growth opportunities.

Estimated Salary Range: $85,000 – $155,000.

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.