HNW Tax Manager: Strategy & Client Advisory

Cohen & Co; Buffalo (NY); Hybrid; USD 85,000 - 155,000; Full time

Job summary

Cohen & Co in the United States is seeking an experienced tax professional to join our High Net Worth Tax team as a Manager. You will deliver personalized tax planning and compliance services for high net worth individuals and families, leading engagements from planning through return preparation.

You will review complex Form 1040 and 1041 filings, provide strategic tax advice, mentor junior staff, and collaborate with cross-functional teams to uphold a people-first culture and demonstrate

Qualifications

• CPA license or progress toward CPA strongly preferred.
• Bachelor’s degree in Accounting or a related field.
• 5+ years of tax experience with a strong focus on high net worth taxation.
• Experience managing and reviewing complex individual tax returns.
• Demonstrated ability to lead, mentor, and support the development of junior professionals.
• Strong verbal and written communication skills, with the ability to explain complex tax concepts clearly and effectively to clients.
• Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced environment.
• Proficiency in Outlook, Excel, Word, Adobe, and familiarity with tax preparation and research software.

Responsibilities

• Manage and review individual income tax returns (Form 1040), including complex, multi-state filings for high net worth individuals and families.
• Review and manage trust and estate-related filings (Form 1041) as they relate to individual and wealth planning needs.
• Identify and implement tax planning opportunities related to income, equity compensation, investments, and wealth preservation.
• Serve as a technical resource on complex individual tax issues, including multi-state taxation and coordination with related entities.
• Stay current on tax law changes, regulatory updates, and industry best practices to ensure accurate and strategic client advice.
• Serve as primary point of contact delivering proactive, strategic, and client-friendly tax guidance for high net worth clients.
• Advise clients on complex individual tax matters and planning considerations that support long-term financial goals.
• Build and maintain strong, long-term client relationships grounded in trust, responsiveness, and high-quality service.
• Lead, mentor, and develop team members through ongoing feedback, technical training, and on-the-job support.

Skills

CPA status

Communication

Attention to detail

Leadership

Education

Bachelor's degree in Accounting

CPA licensure/eligibility

Tools

Outlook

Excel

Word

Adobe

Job description

Cohen & Co in the United States is seeking an experienced tax professional to join our High Net Worth Tax team as a Manager. You will deliver personalized tax planning and compliance services for high net worth individuals and families, leading engagements from planning through return preparation.

You will review complex Form 1040 and 1041 filings, provide strategic tax advice, mentor junior staff, and collaborate with cross-functional teams to uphold a people-first culture and demonstrate