What You’ll Do 

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

As a Tax Senior Accountant supporting our asset management and financial services clients, you’ll focus on the operating businesses behind the funds — the management companies with employeesand day-to-day business operations. You’ll navigate sophisticated, multistate structures, foreign ownership considerations, and complex allocations, all while working independently on meaningful, high-impact engagements. This is an opportunity to deepen your technical expertise, 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 for asset 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 and multi-tier structures, sometimes involving foreign partners and ownership of foreign entities. 

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

• Identify opportunities for process improvements and leverage technology 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. 

• Model strong communication and organization to promote team alignment. 

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