Tax Engagement Operations Specialist

We are seeking a detail-oriented Engagement Operations Specialist II to join our Buffalo, NY office. In this role, you will work closely with the Tax team, providing essential operational support throughout the year. You will collaborate closely with members of the business to streamline processes, ensure accuracy, and help optimize efficiency in the delivery of client services. 

This role will directly support the Tax team. Responsibilities will shift throughout the year depending on business cycles and include: 

Client Documentation & Correspondence 

• Prepare engagement letters. 

• Format, process, and finalize electronic engagement letters and correspondence using DocuSign. 

• Prepare and finalize Power of Attorney forms. 

Tax Return Processing & Filing 

• Electronically collate and process tax returns using Adobe Acrobat (Client Copies, Filing Copies). 

• Send eFile Authorization forms via DocuSign. 

• Create, upload source documents, and finalize SurePrep binders. 

Project & Meeting Support 

• Create, format, and finalize family meeting books and organizational charts. 

• Provide project support and assistance to the tax service line. 

• Handle additional projects as assigned. 

Data & Document Management 

• Enter and review data for accuracy in firm internal systems. 

• Manage and track electronic documents and information. 

Requirements & Qualifications 

• 3–5 years of prior experience in a business operations role. 

• Proficiency in Microsoft Word, Excel, PowerPoint, and Adobe Acrobat. 

• Proficiency in Salesforce or other CRM systems. 

• Strong attention to detail with the ability to manage day-to-day workflows independently or collaboratively. 

• Proven ability to meet project expectations and deadlines. 

• Strong analytical and problem-solving skills. 

• Ability to understand and manage client deadlines, escalating to a manager when necessary. 

• Comfortable working in a fast-paced, deadline-driven environment. 

• Effective communication skills across all levels of the firm. 

• Ability to learn in a hybrid setting, including virtual trainings. 

• Flexibility to work overtime during peak periods (some evenings and Saturdays). 

Location: 

• Buffalo, NY 

• Hybrid work environment 

#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 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $45,000-55,000*  

*Salaries 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, and so much more! 

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. 

#LI-PROMO 

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