Cohen & Co · 1 day ago
Tax Manager, High Net Worth
Chicago, IL
Full-time
Hybrid
Senior Level
$85K/yr - $155K/yr
5+ years expCohen & Co is seeking an experienced tax professional to join their High Net Worth Tax team. In this role, you will deliver personalized service to high net worth individuals, manage tax engagements, and provide strategic tax planning advice while fostering a collaborative team culture.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
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 a primary point of contact for high net worth individual clients, delivering proactive, strategic, and client-friendly tax guidance
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
Partner with internal teams to deliver a seamless client experience while maintaining consistent communication and follow-through
Review work prepared by senior and staff-level professionals, providing coaching and guidance on complex individual 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
Qualification
Required
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 or a related professional services environment
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
Benefits
Comprehensive and competitive Total Rewards package
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
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
501-1000 employees
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
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