What are the responsibilities and job description for the Tax Manager/Sr. Manager position at J. Cohen CPAs & Advisors?
📍 Center City, Philadelphia (near Rittenhouse Square)
đź•“ Full-time | In-office position
Founded in 2015, J. Cohen CPAs & Advisors is a fast-growing professional services firm committed to delivering exceptional value to our clients. While we began with a focus on tax services, we have since expanded our offerings, always staying true to our mission of providing thoughtful, high-quality guidance. Our team is dedicated to more than compliance. We partner with our clients to help them thrive.
We are seeking a motivated Tax Manager to join our energetic and collaborative team. This position offers an outstanding opportunity for a professional who values client engagement, excels in problem-solving, and seeks to make a significant contribution within a growing firm. The role is designed for those who wish to advance to Shareholder and is characterized by a strong work ethic, entrepreneurial spirit, and a desire to be a vital team member.
Key Responsibilities
Â
- Manage the review and strategic planning of individual, fiduciary, partnership, and corporate tax returns.
- Manage key client relationships and act as a trusted advisor to high-net-worth individuals, real estate entities, and startups.
- Guide, mentor, and develop staff and senior accountants, fostering both technical growth and professional confidence.
- Perform tax research to ensure optimal treatment for sophisticated client transactions.
- Stay up to date on current tax law and accounting developments, bringing insights to both clients and the team.
- Collaborate with shareholders on billing and firm management initiatives.
- Provide business and management advisory services that help clients achieve their long-term goals.
Â
Qualifications & Skills
- Bachelor’s degree in accounting or finance (required)
- Active CPA license (required)
- 5 years of experience in public accounting (required)
- Experience working with high-net-worth individual clients, real estate, or start-up businesses (required)
- Strong, broad-based tax knowledge and analytical skills
- Proven leadership ability and a genuine interest in developing others
- Excellent communication, organization, and relationship-building skills
- Proficiency in Microsoft Office and familiarity with CCH ProSystem fx Tax, Engagement, and Axcess are a plus
Â
The ideal candidate should also possess the following characteristics:
- Intellectually curious and emotionally intelligent
- Collaborative, team-oriented, and proactive
- Flexible, reliable, and adaptable to a growing firm’s pace
- Entrepreneurial mindset with a strong sense of accountability and ownership
Â
Why Join Us?
At J. Cohen CPAs & Advisors, we provide a supportive and dynamic work environment that offers opportunities for professional development and growth. We take pride in serving a diverse client base and tackling engaging, meaningful work.
Compensation & Benefits include:
- Competitive compensation with bonus and commission opportunities
- Health, dental, and vision insurance
- 401K with firm contributions
- Generous PTO and 10 paid holidays
- Student loan assistance and professional membership reimbursement
- Short-term and long-term disability, and life insurance
- Commuter benefits and more
Â
We look forward to connecting with you!Â