Senior Manager · Large regional
Cohen & Co Advisory, LLC · Buffalo, New York
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Lead complex tax planning and compliance for high net worth individuals families including trusts estates and multi state issues.
Worth knowing: CPA EA or JD required; 8+ years public accounting experience
What You’ll Do Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Senior Manager on our High Net Worth Tax team , you’ll provide personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you’ll lead complex tax planning and compliance engagements, serve as a trusted advisor on sophisticated individual tax matters, and provide technical and team leadership while partnering with clients, firm leadership, and cross-functional teams to drive exceptional service and long-term relationship growth. Tax Strategy & Compliance Lead and review complex individual income tax returns ( Form 1040 ), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures . Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family tax strategy. Develop and implement advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests . Serve as a technical subject matter expert on complex individual tax matters, multi-state taxation, and coordination across related entities. Monitor tax law changes, regulatory developments, and industry trends to proactively advise clients and internal teams on planning opportunities and risks. Review complex technical work, research, and planning analyses to ensure high-quality client deliverables. Client Experience & Advisory Serve as a primary relationship leader and trusted advisor for high net worth clients and families. Deliver proactive, strategic tax guidance aligned with clients’ evolving financial, investment, and long-term planning goals. Build and maintain strong, long-term client relationships grounded in trust, responsiveness, and exceptional service. Collaborate across service lines and specialist teams to deliver integrated solutions and a seamless client experience. Support practice growth through client retention, expansion opportunities, referrals, and organic business development activities . Team Leadership & Development Lead, mentor, and develop Managers, Seniors, and Staff , providing technical guidance, coaching, and meaningful performance feedback.
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