Senior Manager · Large regional
Cohen & Co Advisory, LLC · Cleveland, Ohio
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Lead and review complex tax compliance and advisory for high net worth families family offices and related entities.
Worth knowing: Requires active CPA license EA or JD with active bar license
What You'll Do Are you an experienced tax professional with a passion for delivering exceptional service to high-net-worth families and family office clients? As a Senior Manager on our Family Office team, you'll serve as a trusted advisor to successful individuals, multi-generational families, family offices, and closely held businesses with complex tax, financial, and wealth planning needs. In this role, you'll lead sophisticated tax compliance and advisory engagements, oversee complex family structures, and partner closely with clients and their advisors to help achieve long-term financial and legacy goals. You'll provide technical leadership, mentor team members, and help deliver the high-touch service experience that defines our Family Office practice. Family Office Tax Advisory & Compliance Lead and review complex individual, trust, estate, partnership, and entity tax returns, ensuring accuracy and consistency across interconnected family structures. Advise clients on tax-efficient wealth preservation, estate and succession planning, charitable giving strategies, family governance matters, and closely held business interests. Coordinate tax planning across individuals, trusts, partnerships, LLCs, private investments, and family-owned operating entities. Serve as a technical resource on complex tax issues impacting high-net-worth families, family offices, estates, trusts, and multi-entity structures. Identify proactive planning opportunities related to income taxation, liquidity events, investment activities, wealth transfer, and legacy planning. Monitor tax law and regulatory developments and advise clients on the implications to their personal, business, and family office affairs. Review complex research and planning analyses to ensure high-quality client deliverables and strategic recommendations. Client Relationship Management Serve as a primary relationship leader and trusted advisor for family office clients and high-net-worth families. Develop a deep understanding of clients' financial objectives, family dynamics, and long-term planning priorities. Collaborate with attorneys, investment advisors, bankers, insurance professionals, and other external advisors to provide coordinated solutions. Deliver proactive guidance and exceptional service that strengthens client relationships and enhances the overall family office experience.
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