Tax Senior Manager, Privately Held Businesses jobs in United States
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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.

AccountingConsultingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Courtney Gamble
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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

CPAPrivate Client ServicesTax PlanningTax ResearchLeadershipOutlookExcelWordAdobeCommunicationOrganizational SkillsInitiativeFlexibility

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

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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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Lovell Minnick Partners
2024-10-25Private Equity

Leadership Team

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Cynthia Pedersen
Director, Tax Advisory Services
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Company data provided by crunchbase