Senior Tax Accountant, High Net Worth

Cohen & Co

. Prepare and perform first-level reviews of complex individual income tax returns (Form 1040), including multi-state filings .

Posted 10/28/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in preparing and reviewing complex individual income tax returns, including multi-state filings and trust, estate, and gift returns. Strong communication and mentoring skills are essential for managing client relationships and guiding team members.

Highest-signal resume keywords

Complex Individual Tax Return PreparationTax Research and Issue ResolutionClient Communication and Relationship BuildingMentoring and Staff DevelopmentCPA License or Progress Toward CPA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Individual TaxationTrust and Estate ReturnsTax Projections and PlanningK-1 Activity ManagementAttention to DetailTime ManagementTax Preparation Software FamiliarityCCH Axcess ExperienceMulti-State FilingsAlternative Investments

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationOrganization Skills

Tools & Technologies

OutlookExcelWordAdobe

Certifications & Qualifications

CPA License or Progress Toward CPA

Industry Keywords

Public AccountingHigh Net Worth IndividualsFamily Office ClientsPartnership AllocationsFeedback-Oriented Team Culture

About the role

Key responsibilities & impact

Prepare and perform first-level reviews of complex individual income tax returns (Form 1040), including multi-state filings
Prepare trust, estate and gift returns (Forms 1041 and 709) and related partnership returns (Form 1065) as needed
Work with investment-heavy returns, K-1 activity from pass-through entities and alternative investments
Deliver accurate, timely work meeting firm standards
Support tax projections and planning involving income, equity compensation, investments and wealth transfer
Research technical tax issues and recommend solutions to managers
Keep current with tax law changes affecting individuals and families
Communicate directly with clients to gather information, answer questions and keep engagements moving
Build relationships with clients and internal teams
Manage multiple deadlines and client priorities
Mentor and train staff-level team members and review their work
Work with managers on engagement planning, staffing and workflow
Help build a learning-, feedback- and growth-oriented team culture

Requirements

What you’ll need

Bachelor's degree in Accounting or a related field
2+ years of tax experience in public accounting, focused on individual taxation
Hands-on experience preparing complex individual (1040) returns
Strong attention to detail, organization and time management skills
Strong written and verbal communication skills
Proficiency in Outlook, Excel, Word and Adobe
Familiarity with tax preparation and research software
Ability to work in the U.S. without employer sponsorship
CPA license or progress toward the CPA preferred
Experience with high net worth individuals, families or family office clients preferred
Exposure to trust, estate and gift returns (1041/709) preferred
Familiarity with pass-through entities, partnership allocations and alternative investments preferred
Experience with CCH Axcess preferred
Experience mentoring or reviewing staff work preferred

Benefits

Comp & perks

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources and growth opportunities
Diversity, equity and inclusion-focused culture