Tax Senior Manager, Private Client Services

Cohen & Co

. Lead and review complex individual, trust, estate, partnership, and entity tax returns .

Posted 10/5/2026full-timeUnited StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and consulting for high-net-worth individuals and family offices, with a strong focus on estate, trust, and partnership taxation. Proven ability to lead client relationships and mentor teams while navigating complex tax issues and regulatory developments.

Highest-signal resume keywords

CPA LicenseTax Compliance ManagementHigh-Net-Worth TaxationClient Relationship ManagementTax Software Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax Return PreparationEstate PlanningWealth Preservation StrategiesTax Law MonitoringTax Planning CoordinationInvestment TaxationLegacy PlanningAnalytical SkillsResearch Analysis

Soft Skills

Excellent CommunicationRelationship ManagementOrganizational SkillsMentoringTeam Development

Tools & Technologies

Tax SoftwareResearch ToolsMicrosoft Office

Certifications & Qualifications

CPA License

Industry Keywords

High-Net-Worth FamiliesFamily OfficesTrustsEstatesPartnershipsClosely Held Businesses

About the role

Key responsibilities & impact

Lead and review complex individual, trust, estate, partnership, and entity tax returns
Advise clients on tax-efficient wealth preservation, estate and succession planning, charitable giving, family governance, 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 affecting high-net-worth families, family offices, estates, trusts, and multi-entity structures
Identify 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 implications
Review research and planning analyses for quality client deliverables and recommendations
Serve as primary relationship leader and trusted advisor for family office clients and high-net-worth families
Collaborate with attorneys, investment advisors, bankers, insurance professionals, and other external advisors
Identify opportunities to expand service offerings and grow the Family Office practice
Lead, mentor, and develop Managers, Seniors, and Staff
Review work product across engagement teams
Partner with leadership on staffing, workflow management, process improvement, and team development
Support training, knowledge sharing, recruiting, and practice-building efforts

Requirements

What you’ll need

CPA license preferred
Bachelor's degree in Accounting or related field required
8+ years of progressive public accounting tax experience, including significant experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses
Experience managing complex tax compliance and consulting engagements across multiple entity types
Ability to lead client relationships and serve as a trusted advisor to affluent families and business owners
Strong knowledge of individual, trust, estate, partnership, and family office taxation
Excellent communication, relationship management, analytical, and organizational skills
Ability to manage multiple priorities while delivering a high-touch client experience
Proficiency with tax software, research tools, and Microsoft Office

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
Annual discretionary bonuses
Talent development resources and growth opportunities