Tax Manager, Senior Manager or Director, Private Client Advisory

Cohen & Company 

Certified Public Accountants 

Cohen & Company is seeking an adept Tax professional at the Manager, Senior Manager or Director level to join our growing practice. The successful candidate will play a pivotal leadership role in managing client relationships, leading teams, and contributing to the growth and development of the practice. This position offers a significant opportunity for leadership and advancement within the firm.

Cohen & Company is a leading top-50 public accounting firm, offering a wide range of services to a diverse client base. We pride ourselves in maintaining strong client relationships, based on a deep understanding of what matters most to them. It is with that thoughtfulness that we provide focused planning in anticipation of our client’s life events, rather than after the fact when it’s often too late. Our Private Client Services group is a dedicated team within Cohen that provides comprehensive tax and consulting services to our high-net-worth client base, their families and family offices, and their entities. We take a client-centric approach, collaborating with our client’s team of professional advisors, to deliver tailored white-glove solutions that address the unique needs of each client.

Our team focuses on complex tax planning strategies, pre- and post-liquidity events, estate and income tax planning, generational wealth transfer, philanthropic goals, and understanding our client’s global picture – from the highest tiers of their investment strategy and/or business operations, through to the family unit itself. Our team collaborates with industries across the firm including real estate, investment companies, private equity, private companies, valuation, and transaction services.

Locations: 

• Buffalo or New York, NY; Detroit or St. Clair Shores, MI; Cleveland, Akron or Youngstown, OH; Pittsburgh or Philadelphia, PA; Baltimore, MD; Chicago, IL; Milwaukee, WI

• Lead and manage a portfolio of high-net-worth private clients, ensuring the delivery of high-quality tax and advisory services.
• Provide Executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients.
• Develop, bring-forth and implement strategic planning initiatives for clients.
• Handle direct communication with government agencies for matters of the highest complexity.
• Stay abreast of changes in tax laws, financial regulations, and market trends that could impact clients, and advise accordingly.
• Utilize strong analytical, research and critical thinking skills as well as decision-making skills to assist with client needs on technical issues, individual and business decisions.
• Lead, mentor, and develop a team of professionals, fostering a culture of excellence, collaboration, and continuous learning.
• Collaborate with other industries and practices across the firm to provide integrated services to clients.
• Engage in business development opportunities for new client engagements, and lead efforts to expand the client base of the Private Client Services Group.
• Maintain and foster existing client relationships, as well as those in Cohen’s external network of advisors.

• Bachelor’s degree in Accounting, Finance or related field required.
  • Master’s degree or LL.M in taxation is preferred.
• CPA, J.D. and/or Enrolled Agent required.
• Minimum of 10 years of experience, with a focus on tax services, working with high-net-worth individuals, families, and their entities.
• Experience in directly managing client relationships and navigating external client advisors.
• Excellent communication and interpersonal skills, with the ability to effectively communicate complex concepts to clients and team members.
• Deep understanding of complex investments. Previous work with family office structuring under Lender is preferred.
• Proficient in individual, trust, estate, gift, and investment partnership taxation, as well as a proven track record of developing and implementing tax planning strategies for the same. 
• Familiar with multi-state taxation and residency.
• Strong analytical and problem-solving skills, with attention to detail, and a tenacity to seek out answers to challenging problems.
• Proven ability to manage projects and deadlines in a fast-paced environment, while maintaining confidence under pressure.
• History of trustworthiness and good moral character.

About Cohen & Company

Named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. 

Learn more about us:

• Cohen & Company: www.cohencpa.com

• Careers: www.cohencpa.jobs

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.