Tax Senior Manager, Privately Held Businesses

Cohen & Co; Buffalo (NY); Hybrid; USD 110,000 - 210,000; Full time

Job summary

Cohen & Co is seeking a Tax Senior Manager in Buffalo, NY to lead tax planning, compliance, and consulting for a diverse portfolio including private equity and joint ventures.

You will manage engagements, guide teams, and develop new business with Partners, while advancing cross-functional tax initiatives within the Private Client Services group.

Qualifications

• Bachelor’s Degree Required.
• CPA or JD required.
• 5-10 years of progressive experience at a public accounting firm.
• Experience in Private Client Services taxation.

Responsibilities

• Lead client engagements and manage client tasks and expectations.
• Collaborate with engagement teams to meet deadlines and exceed client expectations.
• Provide innovative tax planning and compliance expertise for acquisitive clients.
• Identify and develop new business opportunities with Partners.
• Support firm-wide tax projects and cross-functional initiatives.

Skills

Tax planning

Client relationship management

Public accounting

Leadership

Education

Bachelor's Degree

CPA or JD

Tools

Outlook

Excel

Word

Adobe

Job description

What You’ll Do

Ready to take your tax expertise to the next level? At Cohen & Co, we’re looking for a tax Senior Manager to lead the charge for our privately held businesses, including many private equity and joint venture ownership. In this dynamic role, you’ll be at the forefront of tax planning, compliance, and consulting for a diverse portfolio of clients. If you’re a proactive leader with a passion for developing strong client relationships, optimizing workflows, and providing innovative tax strategies, this is your opportunity to shine. Bring your experience in private client services and make a meaningful impact with a firm that values your expertise and leadership.

Lead Client Engagements:

• Manage client tasks and expectations, ensure client satisfaction, and lead efficiency improvements across multiple engagements. Act as the primary point of contact for clients throughout the year.

Team Leadership:

• Collaborate with engagement teams to ensure that deadlines are met, tasks are completed efficiently, and client expectations are exceeded.

Client Management & Consulting:

• Provide innovative tax planning and compliance expertise, including advising on tax structures, buy/sell side planning and reporting, and tax-saving strategies for an acquisitive focused client base. Offer proactive, forward-thinking solutions to meet client needs.

Business Development & Practice Growth:

• Work closely with Partner to identify and develop new business opportunities, while also supporting ongoing practice development efforts.

Cross-Functional Support:

• Contribute to firm-wide projects and responsibilities, working closely with various teams to ensure the success of core Private Client Services tax functions.

Who You Are

Required

• Bachelor’s Degree Required
• CPA or JDrequired
• 5-10 years of progressive experience at a public accounting firm
• Knowledge andpreviousexperience working withinPrivate Client Servicestaxationincluding:
• Excellent leadership and organizational skills
• Strong external and internal communicationrequired, due to client facing role and importance of strong partnership with internal engagementteams
• Understanding of Outlook, Excel, Word, Adobe, etc.required
• Initiative to learn, ask questions,operatein a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility arerequiredand keys tosuccess

Location

• Buffalo, NY:Cleveland,Akronor Youngstown, OH; Pittsburgh, PA;Detroit or St. Clair Shores, MI
• Hybrid work environment

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: $110,000 - 210,000

*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.