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About the Role

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.

Responsibilities

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.
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.
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.

Requirements

Bachelor’s degree in Accounting or related field required.
CPA license or active progress toward CPA strongly preferred.
Partnership tax experience required; S-Corp and C-Corp experience preferred.
Strong multistate tax experience, including experience with PTE, composite and nonresident withholding taxes.
Ability to work independently in a self-directed environment.
Review experience required.
Excellent written and verbal communication skills; strong attention to detail and analytical thinking.
Experience with special allocations.
Exposure to foreign partners and ownership of foreign entities.
Background in asset management, professional services, or financial services tax.

Skills

Tax compliance
Tax advisory
Multistate tax
PTE
Composite taxes
Nonresident withholding taxes
Special allocations
Technical research
Process improvement
Technology leverage
Client relationship management
Team collaboration
Mentoring
Communication
Organization
Attention to detail
Analytical thinking

Location

Remote

Work Type

Full-time

Experience Level

Senior

Education Level

Bachelor's degree in Accounting or related field

Salary/Compensations

$70,000-$125,000

Benefits

Time off outside of standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources

About the Company

At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people.
We honor our foundational principle of “great people first” by championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people.
Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs.
Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Equal Opportunity

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.