Tax Senior Accountant, Business Tax Services

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. 

 

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.

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 ...