Tax Senior Manager, Closely Held

3 weeks ago


Youngstown, Ohio, United States Cohen & Company Full time
About the Role

Cohen & Company is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a key member of our team, you will be responsible for leading client and billable tasks, ensuring client support throughout the year, and managing client work.

Responsibilities
  • Lead client and billable tasks, ensuring client support throughout the year
  • Manage client work, including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively
  • Create a strong partnership with engagement teams to ensure you and your engagement team are on task
  • Support and manage core Private Client Services Tax functions and additional responsibilities/projects as requested
  • Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise
  • Work closely with partners and staff on client management, practice development, and business development activities
Qualifications
  • Bachelor's Degree Required
  • CPA or JD required
  • 5-10 years of progressive experience at a public accounting firm
  • Knowledge and previous experience working within Private Client Services taxation, including C-Corps, S-Corps, Partnerships, Individuals, and Tax research
  • Excellent leadership and organizational skills
  • Strong external and internal communication required, due to client-facing role and importance of strong partnership with internal engagement teams
  • Understanding of Outlook, Excel, Word, Adobe, etc. required
About Cohen & Company

Cohen & Company is a leading provider of assurance, tax, and advisory services to clients throughout the U.S. and worldwide. We offer a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs.


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