WhatYou’llDo

Are you a tax professional who thrives on collaboration, continuous learning, and complex,Federal andmultistate work? At Cohen & Co, we believe in puttinggreat people first— fostering a culture where communication, teamwork, and growth come together to deliver exceptional results.

As aTax Senior Accountantsupporting ourassetmanagement and financial servicesclients,you’llfocus on the operating businesses behind the funds — themanagement companies with employeesand day-to-daybusinessoperations.You’llnavigate sophisticated, multistatestructures, foreign ownership considerations, and complex allocations, all while working independently on meaningful, high-impact engagements. This is an opportunity to deepen your technicalexpertise, take ownership of the day-to-day, and grow within a collaborative, people-first environment.

Tax Compliance & Advisory

• Prepare and review federal, state, and local tax returns forasset management companies (partnerships, S-Corps, and C-Corps).

• Manage complex multistate compliance, often filing in 20+ states, including PTE, composite, and nonresident withholding requirements.

• Work through special allocations andmulti-tierstructures, sometimesinvolving foreign partners and ownership of foreign entities.

• Conduct technical research and provide guidance on complex tax matters affecting client operations.

• Identifyopportunities for process improvements andleveragetechnology to enhance efficiency and accuracy across engagements.

Client Engagement & Collaboration

• Take ownership of day-to-day engagement responsibilities, working independently with minimal oversight.

• Review the work of other team members to ensure accuracy and quality.

• Build trusted relationships with clients and internal stakeholders, with client interaction growing over time as you advance.

• Collaborate closely with managers and engagement teams to meet deadlines and deliver exceptional service.

Team Development

• Mentor and support junior staff through training, feedback, and review.

• Modelstrong communicationand organization to promote team alignment.

• Contribute to a collaborative team with a culture built on strong working relationships.