Tax Manager, High Net Worth

Tax Manager, High Net Worth

Join to apply for the Tax Manager, High Net Worth role at Cohen & Co
.

• 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.

• 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.

• 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.

• 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.

• 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

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people.
• 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!

Estimated Salary Range: $85,000 - $155,000

Mid-Senior level

Full-time

Accounting/Auditing and Finance;
Industries:
Accounting

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.