Talent.com
Tax Manager, High Net Worth
Tax Manager, High Net WorthCohen & Company • Buffalo, NY, US
[error_messages.no_longer_accepting]
Tax Manager, High Net Worth

Tax Manager, High Net Worth

Cohen & Company • Buffalo, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Manager, High Net Worth Tax

Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our High Net Worth 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 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.

Client Experience

  • 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.

    • Team Leadership & Development

  • 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.

    • Qualifications

  • 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.

    • Location

  • Cleveland, Akron or Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA
  • Hybrid work environment

    • #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!

    • Estimated Salary Range : $85,000 - 155,000

  • Salaries 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, and so much more!

    • 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.

    #LI-PROMO

    #LI-Hybri

    [job_alerts.create_a_job]

    Tax Manager High Net Worth • Buffalo, NY, US

    [internal_linking.similar_jobs]
    Tax Accountant CPA Buffalo, NY

    Tax Accountant CPA Buffalo, NY

    Sociable Society Talent • Buffalo, NY, US
    [job_card.full_time]
    This is not a 100% Remote role.This is a Hybrid role you MUST live in the area or in a commutable distance or be willing to relocate. Respectfully please only apply if you meet this requirement.We&r...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager

    Tax Manager

    Jobot • Buffalo, NY, US
    [job_card.full_time]
    Applicant Side - Accepting Defense Candidates looking to switch.This Jobot Job is hosted by : Scott Rundlett.Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.S...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Manager (Hybrid Remote)

    Tax Manager (Hybrid Remote)

    Brock, Schechter & Polakoff • Buffalo, NY, US
    [filters.remote]
    [job_card.full_time]
    Our staff enjoy flexible hours, summer Fridays, full-time remote & hybrid remote work arrangements and dress for your day attire!. Engagements For Tax Managers Include : .Supervise the assignment of d...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Specialist

    Tax Specialist

    Pavago • Buffalo, NY, US
    [job_card.full_time]
    Our client is seeking a Tax Specialist to prepare and review tax filings, ensure compliance with federal, state, and local regulations, and support clients with tax planning initiatives.This role r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Tax Associate

    Senior Tax Associate

    Allient • Buffalo, NY, United States
    [job_card.full_time]
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Sign in to access AI-powered advices. Continue with Google Continue with Google.Continue with Google Co...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Utah Licensed Real Property Tax Manager

    Utah Licensed Real Property Tax Manager

    VirtualVocations • Buffalo, New York, United States
    [job_card.full_time]
    A company is looking for a Real Property Tax Manager.Key Responsibilities Lead the valuation and appeals processes for a portfolio of self-storage facilities Provide expert guidance on property ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tax Manager

    Tax Manager

    GPAC • Buffalo, NY, US
    [job_card.full_time]
    A top CPA firm in the Buffalo, NY area is looking to add a Tax Manager to their team.This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of ...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Senior Tax Accountant

    Senior Tax Accountant

    TradeJobsWorkForce • 14205 Buffalo, NY, US
    [job_card.full_time]
    Senior Tax Accountant Job Duties : Files federal , state, and local tax documents by preparing property ta...[show_more]
    [last_updated.last_updated_30] • [promoted]
    SENIOR TAX MANAGER

    SENIOR TAX MANAGER

    Gpac • Buffalo, New York, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We are currently representing an exceptional.This individual brings a strong mix of technical expertise, leadership ability, and hands-on experience across both tax and audit functions.This candida...[show_more]
    [last_updated.last_updated_variable_days]
    Senior Tax Manager - Corporate

    Senior Tax Manager - Corporate

    NorthPoint Search Group • Buffalo, NY, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Senior Tax Accounting Manager – North Atlanta (On-site) A global manufacturing company with $4B+ in annual revenue is seeking a Senior Tax Accounting Manager to lead ASC 740 reporting and tax...[show_more]
    [last_updated.last_updated_30]
    Director of Real Estate Financial Services Tax

    Director of Real Estate Financial Services Tax

    PwC • Buffalo, NY, United States
    [job_card.full_time]
    Join our innovative Financial Services Tax practice, where you will partner with clients in navigating their tax obligations while strategically managing the tax impact on their businesses.You will...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Tax Associate

    Tax Associate

    H&R Block • Kenmore, NY, United States
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    CPA Tax Manager

    CPA Tax Manager

    VirtualVocations • Buffalo, New York, United States
    [job_card.full_time]
    A company is looking for a Tax Manager - Private Equity.Key Responsibilities Act as a liaison between partners, clients, and staff while managing multiple projects and client engagements Supervi...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Tax Director

    Tax Director

    Gpac • Buffalo, New York, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Tax Director Available — $500K Book of Business | Ready to Move Now.I am representing an accomplished.This individual is a proven leader with deep public accounting experience and a strong, l...[show_more]
    [last_updated.last_updated_variable_days]
    Experienced Tax Professional

    Experienced Tax Professional

    H&R Block, Inc. • Niagara Falls, NY, United States
    [job_card.full_time]
    Our Company At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Associate

    Tax Associate

    H&r Block, Inc. • Buffalo, NY, United States
    [job_card.full_time]
    At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Accountant, Tax

    Senior Accountant, Tax

    Bonadio • Buffalo, NY, US
    [job_card.full_time]
    We have a tremendous opportunity for a Senior Accountant to play a key role on our Tax team.We have openings for candidates residing in and around Rochester, Buffalo, East Aurora, Syracuse, and Alb...[show_more]
    [last_updated.last_updated_30] • [promoted]
    M&A Tax Manager

    M&A Tax Manager

    Cohen & Company • Buffalo, NY, US
    [job_card.full_time]
    Ready to work on deals that actually move the needle? As a Manager in our M&A Tax practice, you'll step into a high-impact, client-facing role where your work directly shapes transaction outcomes.Y...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]