Tax Manager or Senior Manager, Business Tax Services
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What you'll do
- Lead the planning, review, and delivery of federal, state, and local tax compliance engagements for closely held businesses and private equity portfolio companies.
- Provide technical guidance on complex tax matters involving C-Corporations, S-Corporations, Partnerships, and multi-state taxation.
- Identify tax planning opportunities, process improvements, and strategies that help clients achieve their business objectives.
- Stay current on tax law changes and industry developments to deliver proactive, strategic advice.
- Serve as a primary point of contact and trusted advisor for clients throughout the year.
- Build and maintain strong client relationships through responsive service and thoughtful tax planning recommendations.
- Communicate complex tax concepts in a clear and practical manner to business owners, executives, and other stakeholders.
- Manage engagement timelines, expectations, and deliverables while ensuring exceptional client service.
- Lead engagement teams, providing coaching, mentorship, and technical guidance to seniors, associates, and staff.
- Review work products and ensure high-quality, accurate, and timely deliverables.
- Foster a collaborative and inclusive team environment focused on professional growth and development.
- Help drive efficiency, accountability, and continuous improvement across engagements.
What they're looking for
- Bachelor's degree in Accounting or a related field required.
- Manager: CPA preferred. Candidates actively pursuing their CPA are encouraged to apply.
- Senior Manager: CPA required.
- Manager: 5+ years of public accounting tax experience.
- Senior Manager: 8+ years of public accounting tax experience with demonstrated leadership responsibilities.
- Strong experience serving closely held businesses, middle-market companies, and/or private equity portfolio companies.
- Technical knowledge of: C-Corporations, S-Corporations, Partnerships, Tax research, Multi-state taxation
- Strong leadership, project management, and organizational skills.
- Excellent written and verbal communication skills with the ability to build trusted client relationships.
- Proficiency in Outlook, Excel, Word, Adobe, and tax technology tools.
- Demonstrated ability to mentor team members, manage client relationships, and lead complex engagements.
- A proactive, entrepreneurial mindset with an interest in practice growth and business development.
Nice to have
- CPA for Manager level (preferred)
- Candidates actively pursuing their CPA
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
What You'll Do
Ready to take your tax career to the next level? At Cohen & Co, we're looking for a Tax Manager or Senior Manager to join our Business Tax Services team serving closely held businesses and/or private equity portfolio companies.
This is a highly visible opportunity for someone looking to accelerate their career in public accounting. You'll work directly with Partners and firm leadership, gain exposure to business development and practice growth initiatives, and serve as a trusted advisor to clients while building and maintaining strong relationships. For someone who is motivated by increased responsibility and a clear path for advancement, this position offers significant growth potential.
Tax Strategy & Compliance
Lead the planning, review, and delivery of federal, state, and local tax compliance engagements for closely held businesses and private equity portfolio companies.
Provide technical guidance on complex tax matters involving C-Corporations, S-Corporations, Partnerships, and multi-state taxation.
Identify tax planning opportunities, process improvements, and strategies that help clients achieve their business objectives.
Stay current on tax law changes and industry developments to deliver proactive, strategic advice.
Client Experience & Advisory
Serve as a primary point of contact and trusted advisor for clients throughout the year.
Build and maintain strong client relationships through responsive service and thoughtful tax planning recommendations.
Communicate complex tax concepts in a clear and practical manner to business owners, executives, and other stakeholders.
Manage engagement timelines, expectations, and deliverables while ensuring exceptional client service.
Team Leadership & Development
Lead engagement teams, providing coaching, mentorship, and technical guidance to seniors, associates, and staff.
Review work products and ensure high-quality, accurate, and timely deliverables.
Foster a collaborative and inclusive team environment focused on professional growth and development.
Help drive efficiency, accountability, and continuous improvement across engagements.
Business Development & Practice Growth
Work directly with Partners and firm leadership to support business development initiatives and identify opportunities to expand client relationships.
Participate in networking, relationship-building, and market-facing activities throughout Northeast Ohio.
Contribute to strategic growth initiatives within the Business Tax Services practice and help shape the future direction of the team.
Who You Are
Required Qualifications
Bachelor's degree in Accounting or a related field required.
Manager: CPA preferred. Candidates actively pursuing their CPA are encouraged to apply.
Senior Manager: CPA required.
Manager: 5+ years of public accounting tax experience.
Senior Manager: 8+ years of public accounting tax experience with demonstrated leadership responsibilities.
Strong experience serving closely held businesses, middle-market companies, and/or private equity portfolio companies.
Technical knowledge of:
C-Corporations
S-Corporations
Partnerships
Tax research
Multi-state taxation
Strong leadership, project management, and organizational skills.
Excellent written and verbal communication skills with the ability to build trusted client relationships.
Proficiency in Outlook, Excel, Word, Adobe, and tax technology tools.
Demonstrated ability to mentor team members, manage client relationships, and lead complex engagements.
A proactive, entrepreneurial mindset with an interest in practice growth and business development.
Ability to thrive in a fast-paced, collaborative environment.
Who We Are
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
- Learn more about our Firm's culture
Estimated Base Range: $80,000 - 210,000
*Base compensation 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.
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.
Company
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