Tax Senior Accountant, Professional Services

Cohen & Co; Baltimore (MD); On-site; USD 70,000 - 125,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Cohen & Co is seeking a Tax Senior Accountant in Baltimore to support asset management and financial services clients. You will handle complex multistate tax work, review engagements, and mentor staff in a collaborative, growth-focused environment.

You will lead day-to-day engagements, perform technical tax research, and communicate findings clearly while building strong client relationships. The role emphasizes ownership and teamwork within a people-first culture.

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 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.

Responsibilities

• 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.
• 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.
• 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.

Skills

Multistate tax

Partnership tax

Review experience

Independent work

Communication skills

Analytical thinking

Foreign entities

Special allocations

S-Corp/C-Corp

Asset management tax

Education

Bachelor’s degree

CPA - preferred

Job description

WhatYou’llDo

Are you a tax professional who thrives on collaboration, continuous learning, and complex,Federal andmultistate work? At Cohen & Co, we believe in puttinggreat people first— fostering a culture where communication, teamwork, and growth come together to deliver exceptional results.

As a Tax Senior Accountant supporting ourasset management and financial services clients,you’llfocus on the operating businesses behind the funds — themanagement companies with employeesand day-to-daybusinessoperations.You’llnavigate 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 technicalexpertise, 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 forasset 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 andmulti-tierstructures, sometimesinvolving foreign partners and ownership of foreign entities.

• Conduct technical research and provide guidance on complex tax matters affecting client operations.

• Identifyopportunities for process improvements andleveragetechnology 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.

• Modelstrong communicationand 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 Accountingor related fieldrequired.

• CPA license or active progress toward CPAstronglypreferred.

• Partnership tax experiencerequired; S-Corp and C-Corp experiencepreferred.

• Strong multistate tax experience, including experience with PTE,compositeand nonresident withholding taxes.

• Ability to work independently in a self-directed environment.

• Review experiencerequired.

• 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.

Who We Are

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

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.

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

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here .