Client Services Director jobs in Niagara Falls, NY

Overview

Cohen & Company 

Certified Public Accountants 

We are very excited about our opportunities and are seeking individuals in Buffalo, NY with an entrepreneurial spirit and commitment to client service to join our team! 

Responsibilities

• Lead client and billable tasks, ensure client support throughout the year, lead efficiency opportunities, and manage client work  
• Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively  
• Create a strong partnership with engagement teams to ensure you and your engagement team are on task   
• Support and manage core Private Client Services Tax functions and additional responsibilities/projects as requested  
• Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise  
• Work closely with partners and staff on client management, practice development and business development activities  

Qualifications

• Bachelor's Degree Required
• CPA or JD required  

• 5-10 years of progressive experience at a public accounting firm   
• Knowledge and previous experience working within Private Client Services taxation including:  

• C-Corps 
• S-Corps 
• Partnerships 
• Individuals 

• Tax research   
• Excellent leadership and organizational skills   
• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams   
• Understanding of Outlook, Excel, Word, Adobe, etc. required  
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success  

 Estimated Salary Range:  $100,000 - $250,000* 

*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 & Company, 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! 

About Cohen & Company 

Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.  

Learn more about us: 

• Cohen & Company: www.cohencpa.com 
• Careers: cohencpa.com/careers 

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. 

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