Tax Manager, Senior Manager or Managing Director, High Net Worth

What You'll Do

Are you a seasoned accounting professional with a passion for exceptional client service and a strong background in tax strategy and wealth management? We have a unique opportunity for you to join our high net worth/family office team, where you’ll provide personalized, high-touch service to clients navigating complex financial landscapes. This is your chance to apply your advanced skills to deliver customized tax solutions, optimize wealth strategies, and ensure long-term financial success for our clients. With the opportunity to work on high-profile, impactful projects, you'll deliver the highest level of service while leveraging your technical tax expertise. If you’re ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you! 

 

 Tax Strategy & Compliance: 

• Perform Manager, Senior Manager or Managing Director level tax advisory, compliance review and tax return signoff (Form 1040), including multi-state filings, for high net worth individuals, families, and business owners.  

• Manage the preparation and filing of trust tax returns (Form 1041), ensuring adherence to regulatory requirements and optimal tax strategies. 

• Work closely with clients to develop and implement tax-efficient strategies for both individuals and trusts, ensuring their financial goals are met while minimizing tax liabilities. 

• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate and strategic advice to clients. 

 

Client Experience:  

• Provide strategic tax advice to high net worth clients on various issues such as estate planning, trust administration, and wealth transfer strategies. 

• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients. 

• Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services. 

 

Team Leadership:  

• Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues. 

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with. 

• Be growth oriented and work towards building a leveraged model, when appropriate. 

• Provide motivation to the team, including developing young leaders via active contribution to training and development. 

• Exhibit forward thinking, innovation, and delivering an exceptional work product. 

Who You Are

Required: 

• Bachelor’s degree; CPA or JD required at the Senior Manager level

• 5+ years of tax experience, with a focus on high net worth individuals and trusts. Preferably within a public accounting, wealth management or family office setting.  

• Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.  

• Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner.  

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success.  

• Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required. 

 

Location: 

• Cleveland, OH 

• Hybrid work environment

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 i