Tax Senior Manager, Private Client Services Job at Cohen & Company in new york city

Responsibilities: Lead and review complex tax returns across individuals, trusts, estates, partnerships, and entities to ensure accuracy across interconnected family structures Advise on wealth preservation, estate and succession planning, charitable giving, and family governance Coordinate tax planning across individuals, trusts, partnerships, LLCs, private investments, and family-owned entities Serve as a technical resource on complex tax issues for high-net-worth families and multi-entity structures Identify proactive planning opportunities related to income tax, liquidity events, investments, wealth transfer, and legacy planning Monitor tax law/regulatory developments and advise on implications for clients’ personal, business, and family office affairs Review research and planning analyses to ensure high-quality client deliverables and strategic recommendations Act as primary relationship leader for family office clients and trusted advisor to affluent families Collaborate with attorneys, investment advisors, bankers, and other external advisors to provide coordinated solutions Develop understanding of clients’ financial objectives and long-term planning priorities Identify opportunities to expand service offerings and support growth of the Family Office practice Lead, mentor, and develop staff through coaching and performance feedback Foster a collaborative, high-service culture and oversee workflow, staffing, and process improvements Support training, knowledge sharing, recruiting, and practice-building efforts across the team

Key requirements: 8+ years of progressive public accounting tax experience with high-net-worth individuals, family offices, trusts, estates, and closely held businesses Experience managing complex tax compliance and consulting engagements across multiple entity types Proven ability to lead client relationships and act as 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 communication relationship management analytical thinking tax software research tools Microsoft Office