Tax Senior Accountant, Professional Services

Quick look

Prepare and review complex federal and multistate tax returns and advise asset management and financial services clients.

Worth knowing: Often filing in 20+ states including PTE and nonresident withholding

From the posting

What You’ll Do Are you a tax professional who thrives on collaboration, continuous learning, and complex, Federa l 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 employees and 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. Who You Are Qualifications Bachelor’s degree in Accounting or related field required . CPA license or active progress toward CPA strongly preferred.

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