Tax Manager, High Net Worth

WHAT YOU'LL DO

• Are you an experienced tax professional with a passion for exceptional client
• service and sophisticated tax planning? As a Manager on our High Net
• Worth Tax team, you’ll deliver personalized, high-touch service to high net
• worth individuals and families with complex tax needs. In this
• role, you’ll apply your technical expertise to develop and implement thoughtful
• tax strategies, manage engagements from planning through compliance, and serve
• as a trusted advisor on complex individual tax matters. You’ll work on impactful
• client engagements while contributing to a people-first culture that values
• collaboration, growth, and excellence.

• Tax Strategy & Compliance

• Manage and review individual income tax returns (Form 1040), including

complex, multi-state filings for high net worth individuals and families.

• Review and manage trust and estate-related filings (Form 1041) as they relate

to individual and wealth planning needs.

• Identify and implement tax planning opportunities related to income, equity

compensation, investments, and wealth preservation.

• Serve as a technical resource on complex individual tax issues, including

multi-state taxation and coordination with related entities.

• Stay current on tax law changes, regulatory updates, and industry best

practices to ensure accurate and strategic client advice.

Client Experience

• Serve as a primary point of contact for high net worth individual clients,

delivering proactive, strategic, and client-friendly tax guidance.

• Advise clients on complex individual tax matters and planning considerations

that support long-term financial goals.

• Build and maintain strong, long-term client relationships grounded in trust,

responsiveness, and high-quality service.

• Partner with internal teams to deliver a seamless client experience

while maintaining consistent communication and follow-through.

Team Leadership & Development

• Review work prepared by senior and staff-level professionals, providing

coaching and guidance on complex individual tax issues.

• Mentor and develop team members through ongoing feedback, technical training,

and on-the-job support.

• Promote a collaborative, inclusive team environment that values diverse

perspectives and professional growth.

• Support efficient engagement execution while maintaining high standards of

quality, accuracy, and accountability.

• Demonstrate forward-thinking, innovation, and a commitment to delivering

exceptional work product.

WHO YOU ARE

Qualifications

• CPA license or progress toward CPA strongly preferred.

• Bachelor’s degree in Accounting or a related field.

• 5+ years of tax experience with a strong focus on high net worth individual

taxation, preferably within public accounting or a related professional

services environment.

• Experience managing and reviewing complex individual tax returns.

• Demonstrated ability to lead, mentor, and support the development of junior

professionals.

• Strong verbal and written communication skills, with the ability to explain

complex tax concepts clearly and effectively to clients.

• Proactive, detail-oriented, and adaptable, with the ability to thrive in a

fast-paced environment.

• Proficiency in Outlook, Excel, Word, Adobe, and familiarity with tax

preparation and research software.

Location

• Cleveland, Akron or Youngstown, OH; Baltimore, MD; Buffalo or New York, NY;

Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI;

Philadelphia or Pittsburgh, PA

• Hybrid work environment

WHO WE ARE

#LifeatCohen [https://www.linkedin.com/company/cohenco/life/]

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles

[https://www.cohenco.com/careers/why-cohen] 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

[https://www.cohenco.com/about-us/diversity-equity-inclusion] by embracing

the unique stories, backgrounds, perspectives and ideas that come from our

people; and

• Offering a comprehensive and competitive Total Rewards

[https://www.cohenco.com/careers/why-cohen/total-rewards-benefits] 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 [https://www.cohenco.com/about-us]

• Learn more about our Firm's culture

[https://www.cohenco.com/careers/why-cohen/our-culture]

Estimated Base Range: $85,000 - 155,000*

*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

[https://www.cohenco.com/careers/agency-recruiter-policy].