Tax Manager, Business Tax Services

Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we’re looking for someone like you to join our team!

As a Manager on our Closely Held Tax team, you’ll manage tax planning and compliance for closely held businesses, guide clients through complex transactions, and lead teams to success. You’ll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence.

Tax Strategy & Compliance: 

• 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   

Client Experience:  

• 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 

Team Leadership:  

• 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 

Required 

• Bachelor’s degree in Accounting or a related field

• CPA license or progress toward CPA strongly preferred

• 5+ years of progressive public accounting experience

• Strong knowledge of corporate and partnership taxation (experience with S-corps, individuals, and tax credits a plus)

• Experience with tax research, compliance, and client advisory across a variety of engagements

• Ability to manage multiple priorities and stakeholders in a fast-paced environment

• Strong communication and relationship-building skills (client-facing and internal collaboration)

• Demonstrated leadership skills, including coaching and developing team members

• Strong organizational, time management, and problem-solving abilities

• Proficiency in Microsoft Office (Excel, Word, Outlook)

• Positive, team-oriented mindset with a willingness to learn and take initiative

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! 

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

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.