Data Specialist, Focused on Tax

Job Locations US-OH-Cleveland | US-OH-Akron | US-MD-Hunt Valley | US-IL-Chicago | US-MI-Detroit | US-WI-Milwaukee | US-NY-New York | US-PA-Pittsburgh | US-MI-St. Clair Shores | US-OH-Youngstown
Technology Services
Position Type
Regular Full-Time


Cohen & Company

Certified Public Accountants


At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.


Named one of the fastest growing private companies in the country, 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 private equity firms and their portfolio companies; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Cohen & Company was founded in 1977 and has more than 650 associates in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Learn more at Member PCAOB.


We are excited for the future and our continued growth! Our Data Intelligence Services (DIS) team is seeking talented individuals in the role of Data Specialist, Focused on Tax Services. This position can reside in any of our office locations: Cleveland, Akron, Youngstown, OH; Chicago, IL; Detroit or St. Claire Shores, MI; Milwaukee, WI; New York, NY; Pittsburgh, PA; or Hunt Valley, MD. There will be some travel to other office locations (less than 10%). 


The Data Specialist, Focused on Tax Services, will be a member of the DIS team supporting each of the firm’s service lines and verticals with a concentrated focus on Tax initiatives. To learn more about our Tax team, click here. The DIS team, an integral part of our Technology Services organization, works closely with key internal and external stakeholders in analyzing, enhancing, and automating data workflows/processes.



  • Collaborate with other DIS and Technology Services team members and key business stakeholders to achieve business objectives
  • Design and develop analytical models, data models, business intelligence reports and related infrastructure to support client Finance, Sales, and Operation functions
  • Develop tools to assist in data manipulation, transformation, and automation using appropriate programming languages
  • Analyze product, market, and financial trends to help clients identify risks and opportunities for improvement
  • Translate business needs into technical specifications
  • Develop visual reports, dashboards, and KPI scorecards using applicable software
  • Use data to generate reports and/or predictive models to support business performance monitoring and decision making
  • Maintain data analytics platforms, including troubleshooting and evaluating for improvement opportunities
  • Design, develop, test, and support integrations between data warehouse and source applications


Core Competencies

  • General technical fluency/technology savvy (programming languages, data analytics, data visualization, and data process automation tools).
  • Developing an understanding of the business verticals and their different workflows and data ingestion/processing steps.
  • Experience leading and managing aspects of a project, ability to work with internal and external clients
  • Strong communication skills
  • Ability to learn and keep up to date with data automation, data visualization, analytical reporting, and predictive model development.

Education and Experience Requirements

  • Bachelor’s Degree in Computer Science, Information Systems, Data Analytics, or similar field
  • Work experience: 1-3 years
  • System experience: MS Office


  • Keen sense of creative thinking, attention to detail and problem solving
  • Strong oral and written communications skills; able to adapt style and tone to effectively engage the audience
  • Good collaboration skills, applied successfully across the organization
  • Knowledge of the professional services industry and data analytical & automation applications
  • Ability to prioritize in a fast-paced environment
  • Organized and experienced at successfully multi-tasking
  • Self-motivated with the ability to complete projects in a timely manner
  • Experience building and maintaining databases and data warehouses
  • Experience establishing and maintaining cloud hosting environments
  • Experience working with reporting and data visualization software
  • Experience building APIs to source systems and conducting ETL activities
  • Experience/Exposure to the following technologies/tools a plus:
    • Alteryx
    • Microsoft PowerBI and Tableau
    • R, Python, SQL JavaScript, Java, Ruby, or similar
    • Machine Learning/Predictive Analytics


Learn more about Cohen & Company at and


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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