Tax Senior Accountant, High Net Worth

Are you a tax professional who enjoys complex individual tax work and building real relationships with clients? At Cohen & Co, we put great people first, with a culture built on collaboration, growth and technical excellence. As a Tax Senior Accountant on our High Net Worth team, you'll serve high net worth individuals and families with complex tax needs. You'll prepare and review returns, help with planning projects and work directly with clients and engagement teams. You'll get hands-on exposure to sophisticated tax issues and a clear path to grow into review and leadership.

Tax Preparation & Compliance

• Prepare and do a first-level review of 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) as needed
• 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

Tax Planning & Technical Growth

• 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

Client Experience

• 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

Team Development

• 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

Required Qualifications

• 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

Preferred Qualifications

• CPA license or progress toward the CPA
• Experience with high net worth individuals, families or family office clients
• Exposure to trust, estate and gift returns (1041/709)
• Familiarity with pass-through entities, partnership allocations and alternative investments
• Experience with CCH Axcess
• Experience mentoring or reviewing the work of staff

#LifeatCohen

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 Rewards package, 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!

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

*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.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.