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About the Role
Serve high net worth individuals and families with complex tax needs. Prepare and review returns, assist with planning projects, and collaborate directly with clients and engagement teams. Gain exposure to sophisticated tax issues with a clear path for growth into review and leadership.
Responsibilities
- Prepare and review complex individual income tax returns (Form 1040), including multi-state filings.
- Prepare trust, estate and gift returns (Forms 1041 and 709) and related partnership returns (Form 1065).
- Work with investment-heavy returns, including K-1 activity from pass-through entities and alternative investments.
- Deliver high-quality, accurate work on time while meeting firm standards.
- Support tax projections and planning on income, equity compensation, investments and wealth transfer.
- Research technical tax issues and recommend solutions to managers.
- Keep up with tax law changes that affect individuals and families.
- Communicate directly with clients to gather information, answer questions and keep engagements moving.
- Build strong, trusted relationships with clients and internal teams.
- Manage multiple deadlines and client priorities in a fast-paced environment.
- Mentor and train staff-level team members, and review their work.
- Work with managers on engagement planning, staffing and workflow.
- Help build a team culture centered on learning, feedback and shared growth.
Requirements
- Bachelor's degree in Accounting or a related field.
- 2+ years of tax experience in public accounting, with a focus on individual taxation.
- Hands-on experience preparing complex individual (1040) returns.
- Strong attention to detail, organization and time management skills.
- Strong written and verbal communication skills.
- Proficiency in Outlook, Excel, Word and Adobe, and familiarity with tax preparation and research software.
- Ability to work in the U.S. without employer sponsorship.
Skills
- Individual taxation
- Tax preparation
- Tax planning
- Trust, estate and gift returns
- Partnership returns
- Investment-heavy returns
- K-1 activity
- Pass-through entities
- Alternative investments
- Wealth transfer
- Tax law research
- Client communication
- Team collaboration
- Mentoring
- Reviewing work
- Engagement planning
- Staff development
- Outlook
- Excel
- Word
- Adobe
- Tax preparation software
- Tax research software
- CCH Axcess
Experience Level
- 2+ years of tax experience
Education Level
- Bachelor's degree in Accounting or a related field
- CPA license or progress toward the CPA
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.