Tax Manager or Senior Manager, Business Tax Services

In this Tax Senior Manager role at Cohen & Co, you will lead tax planning, compliance, and advisory work for privately held businesses, including private equity and joint venture owners. You'll steer client engagements, mentor teams, and drive efficiency across engagements. You will provide innovative tax strategies and structuring advice to an acquisitive client base, while supporting practice growth. The role blends leadership, technical tax expertise, and cross functional collaboration in a growth minded, people first firm.

• comprehensive Total Rewards package
• time off beyond standard PTO
• annual discretionary merit increases and bonuses
• talent development resources
• flexible/hybrid work environment
• community involvement time off

• Lead client engagements and ensure satisfaction across multiple engagements
• Provide team leadership to ensure deadlines and quality
• Deliver tax planning, compliance, and advisory services for private client services clients
• Drive business development and practice growth with partners
• Collaborate on cross-functional firm projects to support private client tax functions

• Bachelor's degree
• CPA or JD
• 5-10 years of progressive public accounting experience
• Experience in Private Client Services taxation (C Corps, S Corps, Partnerships) and tax research
• Strong leadership, organizational, and communication skills
• Proficiency with Outlook, Excel, Word, Adobe
• Ability to work in a fast-paced environment and build relationships

• leadership
• strong communication
• client relationship management
• tax planning and compliance
• tax research
• knowledge of C-Corps, S-Corps, Partnerships