Manager, Closely Held Tax Team
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 expectationsStay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clientsBuild and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your servicesTeam Leadership
Coordinate multiple engagement teams' schedules and deadlinesOperate in a dynamic environment, coach staff / seniors / managers, and share your knowledge and experience with the entire teamRespect 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 withBe growth oriented and work towards building a leveraged model, when appropriateProvide motivation to the team, including developing young leaders via active contribution to training and developmentExhibit forward thinking, innovation, and delivering an exceptional work productWho You Are
Required :
Bachelor's Degree RequiredCPA or JD preferred5+ years of progressive experience at a public accounting firmSolid understanding of challenges related to corporation and partnership returnsA practical understanding of tax credits and incentivesProficiency in juggling multiple priorities while managing internal and external stakeholdersEnthusiasm for coaching and developing team membersExperience advising clients on a variety of consulting and compliance engagements on partnerships, s-corps, individuals, or corporationsExperience 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 processExcellent leadership and organizational skillsPositive attitude and willingness to be a team playerExcellent time and project management skillsAbility to maintain and develop strong relationships with clients and internally to meet or exceed expectationsWillingness and ability to learn new concepts with minimal guidanceStrong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teamsUnderstanding of Outlook, Excel, Word, Adobe, etc. RequiredStrong understanding of CCH Axcess requiredDevelop strong relationships internally, and flexibility are required and keys to successInitiative to learn, ask questions, operate in a fast-paced environment, challenge the status quoLocation :
Buffalo, NY : Cleveland, Akron or Youngstown, OH; Detroit or St. Clair Shores, MIHybrid work environmentWho We Are
#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; andOffering 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!Learn More About Us!
Discover our Passion, Purpose & ExpertiseLearn more about our Firm's cultureExperienced Hire OpportunitiesEstimated Salary Range : $85,000 - 155,000
Salaries 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, and so much more!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.
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