Tax Senior 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 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.

WHO YOU ARE

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

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: $110,000 - $210,000*

*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].