Tax Senior Manager, Managing Director or Partner, Closely Held

Cohen & Company; Whitchurch-Stouffville; Hybrid; CAD 90,000 - 150,000; Full time

Job summary

An established industry player seeks a dynamic tax professional to lead their Private Client Services. This role involves building strong client relationships, providing strategic tax advisory, and mentoring a talented team. With a focus on closely held businesses, you'll leverage your extensive tax experience to drive growth and deliver exceptional service. Join a forward-thinking firm that values diversity and offers a hybrid work environment, where your contributions will make a significant impact in the industry.

Benefits

Comprehensive total rewards package

Time off for community service

Discretionary merit increases

Talent development resources

Qualifications

• 10+ years of progressive tax experience in public accounting.
• Proven leadership experience with a record of accountability.

Responsibilities

• Build relationships with clients and ensure quality service delivery.
• Lead the strategy for Private Client Services and drive growth.

Skills

Tax Advisory

Client Relationship Management

Leadership

Strategic Execution

Mentorship

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 both tax and non-tax issues, working on complex tax projects, contributing to the firm’s growth, and leading your team to achieve personal and professional goals.

Business Development:

• Responsible for the strategy and growth of the firm’s Private Client Services, including identifying market trends, anticipating opportunities, and developing go-to-market strategies and plans.
• Build strong relationships and interact regularly with clients, internal client 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, monitoring service quality and value proposition, 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, focusing 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 diverse backgrounds, perspectives, and ideas of team members, building meaningful relationships with all colleagues.
• Be growth-oriented and work towards building a leveraged model when appropriate.
• Provide mentorship and motivation to the team, including developing future 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 technical resource for questions and knowledge sharing.
• Act as a technical and/or business leader both internally and externally.

Who You Are

Required:

• Bachelor’s degree; CPA or JD.
• 10+ years of progressive tax experience, 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 companies, 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

At Cohen & Co, our foundational principles promote an inclusive, growth-oriented culture that fuels our success. We prioritize our people by:

• Championing diversity, equity, and inclusion, embracing unique stories, backgrounds, perspectives, and ideas.
• Offering a comprehensive and competitive total rewards package, including time off for community service, discretionary merit increases and bonuses, talent development resources, and more.

Learn More About Us!

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

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture that better serves our clients.

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

#LI-PROMO

#LI-Hybrid