What You’ll Do

As a Senior Manager on our State & Local Tax (SALT) team, you will lead complex direct tax (income/franchise) engagements for investment funds, private equity, hedge funds, and asset management clients. You’ll serve as a trusted advisor on multi-state tax matters, delivering strategic compliance, consulting, and structuring solutions with a strong emphasis on New York state taxation and Tri-State tax matters. 

Are you an experienced state and local tax professional with deep expertise in direct (income/franchise) tax and a passion for delivering high-impact consulting and planning solutions? As a Senior Manager on our SALT team, you will take ownership of complex state income tax engagements for investment companies, management companies, and other sophisticated client structures. In this role, you will lead strategic SALT consulting and planning initiatives, drive technical analysis from structuring through compliance, and serve as a trusted advisor and thought leader in the direct tax space—while mentoring team members and contributing to practice growth. 

SALT Strategy & Compliance 

• Lead and manage complex state income and franchise tax consulting and compliance engagements, including multi-state apportionment, nexus analysis, and entity structuring. 

• Advise on state tax implications for investment partnerships, funds, and management company structures. 

• Develop and implement state income tax planning strategies, including pass-through entity (PTE) tax elections, credit and incentive analysis, and state-specific filing positions. 

• Serve as a technical subject matter expert on direct SALT matters, with a particular emphasis on New York state tax (required). 

• Monitor legislative and regulatory developments across key jurisdictions and provide strategic guidance to clients and internal teams. 

Client Experience 

• Serve as primary relationship lead for SALT engagements, delivering proactive, high-quality consulting and planning advice. 

• Build trusted-advisor relationships by understanding clients' operations, structures, and state tax risk areas. 

• Provide clear, actionable recommendations on complex multi-state issues tailored to each client's business. 

• Collaborate across service lines—including federal tax, funds, and M&A teams—for seamless, integrated service delivery. 

Team Leadership & Practice Growth 

• Review work of managers, seniors, and staff; provide coaching, feedback, and technical guidance. 

• Mentor and develop team members to build the next generation of SALT leaders. 

• Foster a collaborative, high-performance team environment. 

• Contribute to business development and help grow the firm's direct SALT practice. 

Who You Are

Required

• Bachelor's degree in Accounting or a related field
• Active CPA license, EA, or JD with active bar license
• 8+ years of progressive SALT experience with a strong focus on direct (income/franchise) tax
• New York state tax expertise
• Proven leadership, communication, and client management skills
• Interest in business development and growing a SALT practice
• Proficiency in tax research tools and Microsoft Office

Preferred

• Experience advising investment companies, funds, or complex entity structures (strongly preferred)
• Background at a Big 4 or large public accounting firm

LocationPreferred: New York Tri-State area (NY, NJ, CT)

Who We Are

#LifeatCohen

Sure, we like numbers. (But we’ll never treat you like one.)

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. In particular, 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; and
• 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! 

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

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.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.