Federal Tax Partner, Closely Held

Cohen & Company; Whitchurch-Stouffville; Hybrid; CAD 100,000 - 150,000; Full time

Job summary

Cohen & Company is seeking an experienced tax professional to join their Closely Held group. The role involves building client relationships, leading a team, and providing expert tax advisory services. Candidates should have extensive experience in tax, particularly for closely held businesses, and a commitment to mentorship and professional growth.

Benefits

Comprehensive Total Rewards package

Time off for community service

Discretionary bonuses

Growth resources

Qualifications

• 12+ years of progressive experience in tax, preferably in public accounting.
• Proven thought leadership and advanced technical skills in tax for closely held businesses.

Responsibilities

• Build relationships with clients and advise on tax and non-tax issues.
• Lead team to achieve personal and professional goals.
• Perform executive-level tax advisory and compliance review.

Skills

Leadership

Client Relationship Management

Strategic Execution

Technical Knowledge in Tax

Education

Bachelor’s degree

CPA or JD

Job description

What You'll Do

If you’re ready to take on new challenges in your career, Cohen & Company has an exciting opportunity to elevate your professional journey. Our Closely Held group is dedicated to helping closely held businesses and their owners seize opportunities. In this role, you will build lasting relationships with clients—advising on tax and non-tax issues, working on complex tax projects, contributing to firm growth, and leading your team to achieve personal and professional goals.

Business Development:

• Responsible for strategy and growth, including identifying market trends, anticipating opportunities, and developing go-to-market strategies and plans.
• Build strong relationships and interact regularly with clients, internal partners, emerging talent, external industry groups, Centers of Influence, industry leaders in adjacent sectors, and Service Line Leaders—coordinating to align skills with market trends and drive strategic technical leadership hires.

Client Experience:

• Serve and build relationships with clients, monitor service quality and value, acting as a trusted advisor to ensure delivery of quality work, open communication, sound advice, and proactive service.
• Develop a comprehensive approach to meet the needs of closely held businesses and their owners, including leadership with a focus on scaling the practice and demonstrating intellectual curiosity to meet client needs.
• Serve clients in manufacturing, construction, real estate, retail, and wholesale distribution sectors.
• Adjust client pricing, strategy, and services as necessary.

Leadership, Mentorship & Staff Development:

• Respect and celebrate the value of each team member’s stories, backgrounds, perspectives, and ideas, building meaningful relationships.
• Be growth-oriented and work towards building a leveraged model where appropriate.
• Provide mentoring and motivation to the team, including developing young leaders through active training and development.
• Exhibit forward thinking, innovation, and a commitment to delivering exceptional work products.

Technical:

• Perform executive-level tax advisory, compliance review, and tax return signoff.
• Serve as a go-to resource for technical questions or knowledge.
• Act as a technical and/or business leader both internally and externally.

Who You Are

Required:

• Bachelor’s degree; CPA or JD.
• 12+ years of progressive experience in tax, preferably in a public accounting firm, including leadership experience with a proven record of accomplishment, accountability, and strategic execution.
• Proven thought leadership, advanced technical skills, and in-depth knowledge within tax for closely held businesses and their owners, including experience with individuals, manufacturing, real estate, multigenerational businesses, S-corps, C-corps, and Partnerships.

Location:

• Buffalo, NY
• Hybrid work environment (2-3 days in office per week)

Who We Are

#LifeatCohen

We value numbers, but never treat you as just a number.

Our foundational principles foster an inclusive, growth-oriented culture that fuels our success. We prioritize "great people first" by:

• Championing diversity, equity, and inclusion by embracing unique stories, backgrounds, perspectives, and ideas.
• Offering a comprehensive, competitive Total Rewards package, including time off for community service, discretionary bonuses, growth resources, and more.

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn about our culture
• Explore our Experienced Hire Opportunities

We are an equal opportunity employer committed to diversity and inclusion.

Note: Agency recruiters may not submit unsolicited candidate information without a contract with our Talent Acquisition Team. See policy here.

#LI-PROMO

#LI-Hybrid