What You'll DoAs a
Tax Senior Accountant supporting our asset
management and financial services clients, you'll focus on the operating businesses behind the funds - the management companies with employeesand day-to-day business operations. You'll navigate sophisticated, multistate structures, foreign ownership considerations, and complex allocations, all while working independently on meaningful, high-impact engagements. This is an opportunity to deepen your technical expertise, take ownership of the day-to-day, and grow within a collaborative, people-first environment.
Tax Compliance & Advisory- Prepare and review federal, state, and local tax returns for asset management companies (partnerships, S-Corps, and C-Corps).
- Manage complex multistate compliance, often filing in 20+ states, including PTE, composite, and nonresident withholding requirements.
- Work through special allocations and multi-tier structures, sometimes involving foreign partners and ownership of foreign entities.
- Conduct technical research and provide guidance on complex tax matters affecting client operations.
- Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements.
Client Engagement & Collaboration - Take ownership of day-to-day engagement responsibilities, working independently with minimal oversight.
- Review the work of other team members to ensure accuracy and quality.
- Build trusted relationships with clients and internal stakeholders, with client interaction growing over time as you advance.
- Collaborate closely with managers and engagement teams to meet deadlines and deliver exceptional service.
Team Development - Mentor and support junior staff through training, feedback, and review.
- Model strong communication and organization to promote team alignment.
- Contribute to a collaborative team with a culture built on strong working relationships.
Who You Are Qualifications - Bachelor's degree in Accounting or related field required.
- CPA license or active progress toward CPA strongly preferred.
- Partnership tax experience required; S-Corp and C-Corp experience preferred.
- Strong multistate tax experience, including experience with PTE, composite and nonresident withholding taxes.
- Ability to work independently in a self-directed environment.
- Review experience required.
- Excellent written and verbal communication skills; strong attention to detail and analytical thinking.
Preferred Experience - Experience with special allocations.
- Exposure to foreign partners and ownership of foreign entities.
- Background in asset management, professional services, or financial services tax.
Learn More About Us! - Discover our Passion, Purpose & Expertise
- Learn more about our Firm's culture
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.
