Senior Manager, Family Office Tax & Advisory

Cohen & Co; Denver (CO); On-site; USD 180,000 - 240,000; Full time

Benefits offered by this job

Bonuses

Total Rewards package

Community service time off

Job summary

Cohen & Co is seeking an experienced Senior Manager for our Family Office practice in the United States. You will lead sophisticated tax compliance and advisory engagements for high-net-worth families, multi-gen structures, and closely held businesses, delivering high-touch, integrated wealth planning.

You will mentor staff, coordinate cross-disciplinary teams, and act as a trusted advisor to clients and their external professionals. Strong leadership and communication are essential.

Qualifications

• Bachelor’s degree in Accounting or related field.
• Active CPA license, EA, or JD with active bar license.
• 8+ years of progressive public accounting tax 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.

Responsibilities

• Lead and review complex individual, trust, estate, partnership, and entity tax returns, ensuring accuracy.
• Advise clients on wealth preservation, estate and succession planning, and charitable giving strategies.
• Coordinate tax planning across individuals, trusts, partnerships, LLCs, private investments, and family 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 taxation, liquidity events, and legacy planning.
• Monitor tax law and regulatory developments and advise clients on implications.
• Review research and planning analyses to ensure high-quality deliverables.

Skills

CPA License

Tax Advisory

Leadership

Client Relationship Mgmt

Public Accounting

Education

Bachelor’s degree in Accounting

CPA/EA/JD with active license

Job description

Cohen & Co is seeking an experienced Senior Manager for our Family Office practice in the United States. You will lead sophisticated tax compliance and advisory engagements for high-net-worth families, multi-gen structures, and closely held businesses, delivering high-touch, integrated wealth planning.

You will mentor staff, coordinate cross-disciplinary teams, and act as a trusted advisor to clients and their external professionals. Strong leadership and communication are essential.