Overall, this job post is looking for an experienced tax professional to join the Cohen & Co team as a Manager for the Privately Held Businesses department. The position is available in multiple locations including Akron, Williamsville, Cleveland, Detroit, Youngstown, and St. Clair Shores, and offers a hybrid work environment. The job requires a Bachelor's Degree, CPA or JD preferred, and 5+ years of progressive experience at a public accounting firm. The salary range is estimated to be between $85,000 to $155,000, depending on relevant skillset, experience, licensure, and certifications.
Tax Manager, Privately Held Businesses
Location:
- Buffalo, NY: Cleveland, Akron or Youngstown, OH; Detroit or St. Clair Shores, MI
Salary Range: $85,000 - 155,000*
Job Description:
- Manage tax planning and compliance for closely held businesses
- Guide clients through complex transactions
- Lead teams to success
- Build strong relationships with clients
- Foster a culture of growth, collaboration, and excellence
Responsibilities:
Tax Strategy & Compliance:
- Calculate tax effects of transactions
- Conduct technical tax research
- Manage tax partner expectations
- Handle billing/WIP management
- Review 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
- Build and maintain strong relationships with high net worth clients
Team Leadership:
- Coordinate multiple engagement teams’ schedules and deadlines
- Operate in a dynamic environment
- Coach staff/seniors/managers
- Share knowledge and experience with the entire team
- Respect and celebrate the value of each team member
- Provide motivation to the team
- Develop young leaders via active contribution to training and development
- Exhibit forward thinking, innovation, and delivering an exceptional work product
Requirements:
- Bachelor's Degree Required
- CPA or JD preferred
- 5+ years of progressive experience at a public accounting firm
- Solid understanding of challenges related to corporation and partnership returns
- 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 consulting and compliance engagements
- Experience conducting tax research and analyzing various tax issues
- Excellent leadership and organizational skills
- Positive attitude and team player mentality
- Excellent time and project management skills
- Ability to maintain and develop strong relationships with clients and internally
- Willingness and ability to learn new concepts with minimal guidance
- Strong external and internal communication skills
- Understanding of Outlook, Excel, Word, Adobe, etc. required
- Strong understanding of CCH Axcess required
- Initiative to learn, ask questions, and challenge the status quo
Who We Are:
Cohen & Co is a firm that puts "great people first" and values diversity, equity, and inclusion. They offer a comprehensive and competitive Total Rewards package, including time off outside of standard PTO, annual merit increases and bonuses, talent development resources, and more. They are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture to better meet the needs of their clients.
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