Manager · Large regional
Cohen & Co Advisory, LLC · Cleveland, Ohio
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Manage and review complex individual, trust, estate, gift, and partnership tax matters for high net worth families.
Worth knowing: Focus on family office and high net worth individual taxation
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.
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