Tax Senior Manager, Privately Held Businesses

Tax Senior Manager, Privately Held Businesses

Ready to take your tax expertise to the next level? At Cohen & Co, we’re looking for a tax Senior Manager to lead the charge for our privately held businesses, including many private equity and joint venture ownerships. In this dynamic role, you’ll be at the forefront of tax planning, compliance, and consulting for a diverse portfolio of clients. If you’re a proactive leader with a passion for developing strong client relationships, optimizing workflows, and providing innovative tax strategies, this is your opportunity to shine.

Bring your experience in private client services and make a meaningful impact with a firm that values your expertise and leadership.

• Lead Client Engagements
  • 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.
• Team Leadership
  • Collaborate with engagement teams to ensure deadlines are met, tasks are completed efficiently, and client expectations are exceeded.
• Client Management & Consulting
  • 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.
• Business Development & Practice Growth
  • Work closely with Partner to identify and develop new business opportunities, while also supporting ongoing practice development efforts.
• Cross‑Functional Support
  • Contribute to firm‑wide projects and responsibilities, working closely with various teams to ensure the success of core Private Client Services tax functions.

• 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 skills.
• Proficiency with Outlook, Excel, Word, Adobe, etc.
• Initiative to learn, ask questions, operate in a fast‑paced environment, challenge the status quo, develop strong relationships internally, and flexibility – key to success.

• Buffalo, NY;
  Cleveland, Akron or Youngstown, OH;
  Pittsburgh, PA;
  Detroit or St. Clair Shores, MI.
• Hybrid work environment.

$110,000 – $210,000.

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.