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 across 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
• Prominent 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

Who We Are

At Cohen & Co, we like numbers. (But we’ll never treat you like one.) 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!