Tax Manager, Privately Held Businesses

Cohen & Co Advisory•Akron, OH

6d•$85,000 - $155,000•Hybrid

About The Position

Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we’re looking for someone like you to join our team! As a Manager on our Closely Held Tax team, you’ll manage tax planning and compliance for closely held businesses, guide clients through complex transactions, and lead teams to success. You’ll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence.

Requirements

Bachelor's Degree Required
CPA or JD preferred
5+ years of progressive experience at a public accounting firm
Solid understating of challenges related to corporation and partnership returns.
A practical understanding of tax credits and incentives
Proficiency in juggling multiple priorities while managing internal and external stakeholders
Enthusiasm for coaching and developing team members
Experience advising clients on a variety of consulting and compliance engagements on partnerships, s-corps, individuals, or corporations
Experience conducting tax research and analyzing a wide variety of tax issues, including partnerships, s-corps, individuals, and corporations , and assisting with the compliance and investor reporting process.
Excellent leadership and organizational skills
Positive attitude and willingness to be a team player
Excellent time and project management skills
Ability to maintain and develop strong relationships with clients and internally to meet or exceed expectations
Willingness and ability to learn new concepts with minimal guidance
Strong external and internal communication , due to client facing role and importance of strong partnership with internal engagement teams
Understanding of Outlook, Excel, Word, Adobe, etc.
Required Strong understanding of CCH Axcess
Develop strong relationships internally, and flexibility are and keys to success
Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo

Responsibilities

Tax Strategy & Compliance: Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations
Handle billing/WIP management
Review the tax returns and manage tax workflow
Client Experience: Oversee overall client experiences including deadline management/client expectations
Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients
Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services
Team Leadership: Coordinate multiple engagement teams’ schedules and deadlines
Operate in a dynamic environment, coach staff/seniors/managers, and share your knowledge and experience with the entire team
Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with
Be growth oriented and work towards building a leveraged model, when appropriate
Provide motivation to the team, including developing young leaders via active contribution to training and development
Exhibit forward thinking, innovation, and delivering an exceptional work product