What You’ll Do 

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. 

Tax Strategy & Compliance 

• 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. 

Client Experience 

• 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. 

Team Leadership 

• 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. 

Who You Are 

Qualifications 

• Bachelor’s degree in Accounting or related field.

• CPA license or progress toward CPA strongly preferred.

• 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. 

Preferred Experience 

• Experience with personal tax compliance (1040s). 

• Exposure to multi-state tax planning and compliance. 

• Experience mentoring or leading staff.