Tax Senior Accountant, Business Tax Services

Tax Senior Accountant, Business Tax Services

Are you a skilled tax professional ready to take your expertise to the next level with closely held businesses and private equity portfolio companies? At Cohen & Co, we prioritize a people‑first culture and professional growth, giving you the opportunity to work directly with clients on meaningful, high‑impact engagements.

As a Tax Senior Accountant on our Business Tax Services team, you will provide strategic tax services to operating businesses owned by private equity firms or closely held owners, managing C‑Corps, S‑Corps, and Partnerships with precision and compliance. This role offers exposure to complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning‑focused environment where your contributions truly make an impact.

• Prepare, review, and file federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies (C‑Corps, S‑Corps, and Partnerships).
• Conduct technical research and provide guidance on complex tax matters affecting client operations and investments.
• Identify opportunities for tax efficiencies, process improvements, and risk mitigation.
• Stay current on evolving tax regulations and industry best practices to ensure clients receive accurate, compliant, and strategic advice.

• Serve as a trusted advisor to clients, delivering proactive solutions and strategic insights that support business goals.
• Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance.
• Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long‑term partnerships.
• Manage timelines, deliverables, and client expectations to ensure high‑quality service and satisfaction.

• Coach, mentor, and develop staff to enhance technical skills, client service capabilities, and career growth.
• Oversee workflow, staffing, and engagement planning to ensure timely and accurate delivery of work products.
• Contribute to the professional growth and development of the team by sharing knowledge, providing feedback, and modeling excellence.
• Promote collaboration, accountability, and professionalism across engagements in a fast‑paced, client‑facing environment.

• Bachelor’s degree in Accounting or related field required;
  Master’s preferred.
• CPA license required.
• Experience preparing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies.
• Strong understanding of business tax structures, C‑Corps, S‑Corps, and Partnerships.
• Excellent technical research, analytical, and problem‑solving skills.
• Strong written and verbal communication skills; ability to explain complex tax issues clearly to clients and colleagues.
• Proficiency in Microsoft Excel and tax software; comfort adopting new technology tools.

• Experience with personal tax compliance (1040s).
• Exposure to multi‑state tax planning and compliance.
• Experience mentoring or leading staff.

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

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 diversity, equity and inclusion, and offering a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs.

Estimated Salary Range: $70,000‑125,000*

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.