Cohen & Co · 1 day ago
Tax Senior Manager, Privately Held Businesses
Cohen & Co is seeking a Tax Senior Manager to lead tax planning, compliance, and consulting for privately held businesses. This role involves managing client engagements, providing innovative tax strategies, and contributing to business development efforts.
Responsibilities
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
Collaborate with engagement teams to ensure that deadlines are met, tasks are completed efficiently, and client expectations are exceeded
Provide innovative tax planning and compliance expertise, including advising on tax structures, buy/sell side planning and reporting, and tax-saving strategies for an acquisitive focused client base. Offer proactive, forward-thinking solutions to meet client needs
Work closely with Partner to identify and develop new business opportunities, while also supporting ongoing practice development efforts
Contribute to firm-wide projects and responsibilities, working closely with various teams to ensure the success of core Private Client Services tax functions
Qualification
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, 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
Benefits
Comprehensive and competitive Total Rewards package
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
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
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