Tax Manager, Family Office

Cohen & Co; Cleveland (OH); On-site; USD 80,000 - 150,000; Full time

Benefits offered by this job

Total Rewards package

Time off beyond PTO

Annual merit increases and bonuses

Talent development resources

Job summary

Cohen & Co is seeking an experienced tax professional to join our Family Office Tax team as a Manager, delivering personalized, high-touch service to high net worth individuals and families with complex tax needs.

You will apply technical expertise to develop thoughtful tax strategies, oversee engagements from planning through compliance, and mentor junior staff while collaborating across the firm to ensure high-quality client service.

Qualifications

• 5+ years of tax experience focusing on high net worth individuals.
• Experience managing and reviewing complex returns; family office exposure a plus.
• Strong verbal and written communication; ability to explain tax concepts clearly.

Responsibilities

• Manage and review individual income tax returns (Form 1040) for high net worth clients.
• Review trusts (1041), estates (706) and gifts (709), partnerships (1065) for wealth planning.
• Identify tax planning opportunities related to income, investments, wealth preservation and transfer.
• Serve as a technical resource on complex individual and family office tax issues; coordinate across entities.
• Lead and mentor junior staff; provide coaching and feedback.

Skills

Client communication

Leadership

Mentoring

Detail-oriented

Fast-paced adaptability

Education

Bachelor's degree in Accounting

CPA certification (preferred)

Tools

Outlook

Excel

Word

Adobe

Tax software

Job description

What You'll Do

Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a

• 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 (Form 1041), estate (706) and gift (709), partnership (1065), and related entity filings as they relate to individual and wealth planning needs.
• Identify and implement tax planning opportunities related to income, equity compensation, investments, wealth preservation, and wealth transfer.
• Serve as a technical resource on complex individual and family office tax issues, including foreign reporting, international tax compliance, multi-state taxation and coordination across investment partnerships, management companies, and related entities.
• Stay current on tax law changes, regulatory updates, and industry best practices to ensure accurate and strategic client advice.

What You'll Do

Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your technical expertise to develop and implement thoughtful tax strategies, manage engagements from planning through compliance, and serve as a trusted advisor on complex individual tax matters. You'll work on impactful client engagements while contributing to a people-first culture that values collaboration, growth, and excellence.

Tax Strategy & Compliance

• 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 (Form 1041), estate (706) and gift (709), partnership (1065), and related entity filings as they relate to individual and wealth planning needs.
• Identify and implement tax planning opportunities related to income, equity compensation, investments, wealth preservation, and wealth transfer.
• Serve as a technical resource on complex individual and family office tax issues, including foreign reporting, international tax compliance, multi-state taxation and coordination across investment partnerships, management companies, and related entities.
• Stay current on tax law changes, regulatory updates, and industry best practices to ensure accurate and strategic client advice.

Client Experience

• Serve as a primary point of contact for high net worth and family office clients, delivering proactive, strategic, and client-friendly tax guidance.
• Advise clients on complex individual and family 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.
• Partner with internal teams — including family office accounting — to deliver a seamless, integrated client experience with consistent communication and follow-through.

Team Leadership & Development

• Review work prepared by senior and staff-level professionals, providing coaching and guidance on complex individual and family office tax issues.
• Mentor and develop team members through ongoing feedback, technical training and on-the-job support.
• Promote a collaborative, inclusive team environment that values diverse perspectives and professional growth.
• Support efficient engagement execution while maintaining high standards of quality, accuracy, and accountability.
• Demonstrate forward-thinking, innovation, and a commitment to delivering exceptional work product.

Qualifications

Who You Are

• 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 individual taxation, preferably within public accounting, a family office, or a related professional services environment.
• Experience managing and reviewing complex individual tax returns; exposure to trusts, investment partnerships, and family office structures is a plus.
• 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.

Who We Are

Sure, we like numbers. (But we'll never treat you like one.)

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. In Particular, 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; and
• Offering a comprehensive and competitive Total Rewardspackage, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

Estimated Base Range: $80,000-$150,000

• 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. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

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.