Tax Senior Accountant, Business Tax Services

Cohen & Co Advisory•Cleveland, OH

About The Position

Are you a skilled tax professional ready to take your expertise to the next level with closely held businesses and private equity portfolio companies? At Cohen & Co, we prioritize a people-first culture and professional growth, giving you the opportunity to work directly with clients on meaningful, high-impact engagements. As a Tax Senior Accountant on our Business Tax Services team, you will provide strategic tax services to operating businesses owned by private equity firms or closely held owners, managing C-Corps, S-Corps, and Partnerships with precision and compliance. This role offers exposure to complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning-focused environment where your contributions truly make an impact.

Requirements

Bachelor’s degree in Accounting or related field.
Experience preparing federal, state, and local tax returns for closely held businesses and/or private equity portfolio companies .
Strong understanding of business tax structures, C-Corps, S- Corps, and Partnerships.
Proficiency in Microsoft Excel and tax software ; comfort adopting new technology tools.

Nice To Haves

CPA license or progress toward CPA strongly preferred.
Experience with personal tax compliance (1040s).
Exposure to multi-state tax planning and compliance.
Experience mentoring or leading staff.

Responsibilities

Prepare, review, and file federal, state, and local tax returns for closely held businesses and / or private equity portfolio companies (C-Corps , S- Corps , and Partnerships).
Conduct technical research and provide guidance on complex tax matters affecting client operations and investments.
Identify opportunities for tax efficiencies, process improvements, and risk mitigation.
Stay current on evolving tax regulations and industry best practices to ensure clients receive accurate , compliant, and strategic advice.
Serve as a trusted advisor to clients, delivering proactive solutions and strategic insights that support business goals.
Communicate complex tax matters clearly and confidently to clients, translating technical information into actionable guidance.
Build strong relationships with clients and internal stakeholders to foster trust, collaboration, and long-term partnerships.
Manage timelines, deliverables, and client expectations to ensure high-quality service and satisfaction.
Coach, mentor, and develop staff to enhance technical skills, client service capabilities, and career growth.
Oversee workflow, staffing, and engagement planning to ensure timely and accurate delivery of work products.
Contribute to the professional growth and development of the team by sharing knowledge, providing feedback, and modeling excellence.
Promote collaboration, accountability, and professionalism across engagements in a fast-paced, client-facing environment.