Cohen & Co Tax Manager Position

Step into the role of Tax Manager at Cohen & Co, focusing on the sophisticated tax needs of high-net-worth clients. Utilize your expertise to drive proactive tax strategies in a collaborative setting.
As Tax Manager, you will harness your 5+ years of tax experience to address complex tax matters for affluent individuals and families. Your core responsibilities will involve managing individual income tax compliance, tax strategy development, and client relationship management, ensuring superior service. This role also includes mentoring junior team members while fostering a culture of professional growth and inclusion.
Key Responsibilities:
• Direct and review complex individual and family tax returns
• Advise on tax opportunities related to individual wealth
• Maintain client communication and relationship management
• Collaborate across teams for enriching client experiences
• Mentor staff and oversee their professional development
Requirements:
• CPA certification or progress towards it strongly preferred
• 5+ years experience in high net worth tax environments
• Strong analytical and communication skills
• Proven mentoring capabilities with junior professionals
• Proficiency in key tax and accounting software
Excel in tax management and client service excellence with Cohen & Co.
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