Cohen & Co · 1 day ago
Tax Manager, Business Tax Services
Buffalo, NY
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $155K/yr
5+ years expCohen & Co is a firm that values putting great people first, and they are seeking an experienced tax professional to join their Closely Held Tax team. The role involves managing tax planning and compliance for closely held businesses, guiding clients through complex transactions, and leading teams to success.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations
Handle billing/WIP management
Review the tax returns and manage tax workflow
Oversee overall client experiences including deadline management/client expectations
Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients
Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services
Coordinate multiple engagement teams’ schedules and deadlines
Operate in a dynamic environment, coach staff/seniors/managers, and share your knowledge and experience with the entire team
Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with
Be growth oriented and work towards building a leveraged model, when appropriate
Provide motivation to the team, including developing young leaders via active contribution to training and development
Exhibit forward thinking, innovation, and delivering an exceptional work product
Qualification
Required
Bachelor's Degree Required
CPA or JD preferred
5+ years of progressive experience at a public accounting firm
Solid understanding of challenges related to corporation and partnership returns
A practical understanding of tax credits and incentives
Proficiency in juggling multiple priorities while managing internal and external stakeholders
Enthusiasm for coaching and developing team members
Experience advising clients on a variety of consulting and compliance engagements on partnerships, s-corps, individuals, or corporations
Experience conducting tax research and analyzing a wide variety of tax issues, including partnerships, s-corps, individuals, and corporations, and assisting with the compliance and investor reporting process
Excellent leadership and organizational skills
Positive attitude and willingness to be a team player
Excellent time and project management skills
Ability to maintain and develop strong relationships with clients and internally to meet or exceed expectations
Willingness and ability to learn new concepts with minimal guidance
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
Strong understanding of CCH Axcess required
Develop strong relationships internally, and flexibility are required and keys to success
Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
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.
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
Recent News
2025-10-25
PR Newswire
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