What You'll DoAs a
Tax Senior Accountanton our
Business Tax Servicesteam, you will provide strategic tax services to operating businesses owned by private equity firms or closely held owners, managing C-Corps, S-Corps, and Partnerships with precision and compliance. This role offers exposure to complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning-focused environment where your contributions truly make an impact.
Tax Strategy & Compliance- Prepare, review, and file federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies (C-Corps, S-Corps, and Partnerships).
- Conduct technical research and provide guidance on complex tax matters affecting client operations and investments.
- Identify opportunities for tax efficiencies, process improvements, and risk mitigation.
- Stay current on evolving tax regulations and industry best practices to ensure clients receive accurate, compliant, and strategic advice.
Client Experience - Serve as a trusted advisor to clients, delivering proactive solutions and strategic insights that support business goals.
- Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance.
- Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long-term partnerships.
- Manage timelines, deliverables, and client expectations to ensure high-quality service and satisfaction.
Team Leadership - Coach, mentor, and develop staff to enhance technical skills, client service capabilities, and career growth.
- Oversee workflow, staffing, and engagement planning to ensure timely and accurate delivery of work products.
- Contribute to the professional growth and development of the team by sharing knowledge, providing feedback, and modeling excellence.
- Promote collaboration, accountability, and professionalism across engagements in a fast-paced, client-facing environment.
Who You Are Qualifications - Bachelor's degree in Accounting or related field.
- CPA license or progress toward CPA strongly preferred.
- Experience preparing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies.
- Strong understanding of business tax structures, C-Corps, S-Corps, and Partnerships.
- Proficiency in Microsoft Excel and tax software; comfort adopting new technology tools.
Preferred Experience - Experience with personal tax compliance (1040s).
- Exposure to multi-state tax planning and compliance.
- Experience mentoring or leading staff.
Estimated Base Range: $70,000-125,000*
*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.
