Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you’ll lead complex tax planning and compliance engagements, serve as a trusted advisor on sophisticated individual tax matters, and provide technical and team leadership while partnering with clients, firm leadership, and cross-functional teams to drive exceptional service and long-term relationship growth.
Tax Strategy & Compliance
Lead and review complex individual income tax returns (Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures.
Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family tax strategy.
Develop and implement advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.
Serve as a technical subject matter expert on complex individual tax matters, multi-state taxation, and coordination across related entities.
Monitor tax law changes, regulatory developments, and industry trends to proactively advise clients and internal teams on planning opportunities and risks.
Review complex technical work, research, and planning analyses to ensure high-quality client deliverables.
Client Experience & Advisory
Serve as a primary relationship leader and trusted advisor for high net worth clients and families.
Deliver proactive, strategic tax guidance aligned with clients’ evolving financial, investment, and long-term planning goals.
Build and maintain strong, long-term client relationships grounded in trust, responsiveness, and exceptional service.
Collaborate across service lines and specialist teams to deliver integrated solutions and a seamless client experience.
Support practice growth through client retention, expansion opportunities, referrals, and organic business development activities.
Team Leadership & Development
Lead, mentor, and develop Managers, Seniors, and Staff, providing technical guidance, coaching, and meaningful performance feedback.
Foster a collaborative, team-oriented environment focused on technical excellence, development, and continuous improvement.
Review work product acro ss engagement teams, ensuring quality, efficiency, and consistency.
Partner with leadership on workflow management, resource planning, and team development initiatives.
Contribute to training, process improvement, and knowledge sharing efforts across the HNW Tax practice.
Qualifications
CPA, EA, or JD required
Bachelor’s degree in Accounting or related field required
8+ years of progressive public accounting tax experience, including significant exposure to high net worth individuals, trusts, estates, and complex individual tax planning
Demonstrated experience managing complex compliance and consulting engagements
Proven ability to lead client relationships, mentor teams, and navigate sophisticated tax matters
Strong technical, analytical, communication, and organizational skills
Proactive, detail-oriented, and comfortable balancing multiple priorities in a client-facing environment
Proficiency with tax software, research tools, and Microsoft Office
Eligibility to work in the U.S. without sponsorship
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 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.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Cohen & Co Advisory, LLC is a professional services firm providing accounting, tax, and consulting services.