Tax Manager, Privately Held Businesses
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. 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
Requirements
- Bachelor's Degree Required
- 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 required, 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 required
- Develop strong relationships internally, and flexibility are required and keys to success
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
Nice To Haves
- CPA or JD preferred
Responsibilities
- 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
- 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
