Cohen & Co · 2 months ago
Tax Senior Accountant, Business Tax Services
US-OH-Youngstown
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $125K/yrCohen & Co is a firm that prioritizes a people-first culture and professional growth. They are seeking a Tax Senior Accountant for their Business Tax Services team to provide strategic tax services to closely held businesses and private equity portfolio companies, managing compliance and offering insights on complex tax matters.
AccountingConsultingFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
Experience with personal tax compliance (1040s)
Exposure to multi-state tax planning and compliance
Experience mentoring or leading staff
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.
Founded in 1997
501-1000 employees
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 StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
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