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About the Role

Serve as a trusted advisor to high-net-worth individuals, multi-generational families, family offices, and closely held businesses with complex tax, financial, and wealth planning needs. Lead sophisticated tax compliance and advisory engagements, oversee complex family structures, and partner with clients and their advisors to achieve long-term financial and legacy goals. Provide technical leadership, mentor team members, and deliver a high-touch service experience.

Responsibilities

Lead and review complex individual, trust, estate, partnership, and entity tax returns.
Advise clients on tax-efficient wealth preservation, estate and succession planning, charitable giving strategies, family governance matters, and closely held business interests.
Coordinate tax planning across individuals, trusts, partnerships, LLCs, private investments, and family-owned operating entities.
Serve as a technical resource on complex tax issues impacting high-net-worth families, family offices, estates, trusts, and multi-entity structures.
Identify proactive planning opportunities related to income taxation, liquidity events, investment activities, wealth transfer, and legacy planning.
Monitor tax law and regulatory developments and advise clients on their implications.
Review complex research and planning analyses to ensure high-quality client deliverables and strategic recommendations.
Serve as a primary relationship leader and trusted advisor for family office clients and high-net-worth families.
Develop a deep understanding of clients' financial objectives, family dynamics, and long-term planning priorities.
Collaborate with attorneys, investment advisors, bankers, insurance professionals, and other external advisors to provide coordinated solutions.
Deliver proactive guidance and exceptional service that strengthens client relationships.
Identify opportunities to expand service offerings and support the continued growth of the Family Office practice.
Lead, mentor, and develop Managers, Seniors, and Staff through coaching, technical guidance, and performance feedback.
Foster a collaborative environment focused on client service excellence, technical expertise, and professional development.
Review work product across engagement teams to ensure quality, consistency, and efficiency.
Partner with leadership on staffing, workflow management, process improvement, and team development initiatives.
Support training, knowledge sharing, recruiting, and practice-building efforts across the Family Office team.

Requirements

Bachelor's degree in Accounting or a related field
Active CPA license, EA, or JD with active bar license
8+ years of progressive public accounting tax experience, including significant experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses
Demonstrated experience managing complex tax compliance and consulting engagements across multiple entity types
Proven ability to lead client relationships and serve as a trusted advisor to affluent families and business owners
Strong knowledge of individual, trust, estate, partnership, and family office taxation
Excellent communication, relationship management, analytical, and organizational skills
Ability to manage multiple priorities while delivering a high-touch client experience
Proficiency with tax software, research tools, and Microsoft Office
Exposure to alternative investments, multi-state planning, and foreign reporting
Experience with business development
Background in a family office or multi-generational wealth planning environment

Skills

Tax compliance
Tax advisory
Wealth preservation
Estate planning
Succession planning
Charitable giving strategies
Family governance
Tax planning
Client relationship management
Team leadership
Mentoring
Communication
Relationship management
Analytical skills
Organizational skills
Tax software proficiency
Research tools proficiency
Microsoft Office proficiency
Business development

Experience Level

8+ years of progressive public accounting tax experience

Education Level

Bachelor's degree in Accounting or a related field
Active CPA license, EA, or JD with active bar license

Salary/Compensations

Estimated Base Range: 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.

Benefits

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources

About the Company

At Cohen & Co 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.
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.
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture

Equal Opportunity

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.