Elevate your career as a Tax Manager with Cohen & Co, focusing on high net worth individuals in a supportive, people-first environment. Deliver expert tax strategies and compliance as a trusted advisor.
As a Tax Manager on Cohen & Co's Family Office Tax team, you will leverage over 5 years of tax experience to manage complex engagements for high net worth clients. Your role includes developing personalized tax strategies, overseeing individual income tax returns, and advising on sophisticated tax planning. Collaborate with internal teams to create seamless client experiences while cultivating long-term relationships built on trust and responsiveness.
Key Responsibilities:
• Manage and review individual income tax returns for clients
• Identify tax planning opportunities related to wealth management




• Serve as a technical resource for complex tax issues
• Advise clients on long-term financial planning considerations
• Mentor junior professionals and promote team development
Requirements:
• CPA license or progress towards it preferred
• 5+ years of high net worth individual taxation experience
• Solid communication skills for complex tax concepts
• Ability to mentor and lead junior team members
• Proficiency in tax preparation software and Microsoft products
Enhance your career with tax expertise and client service excellence at Cohen & Co.
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📌 Tax Manager for Family Office (Quinte West)
🏢 Cohen
📍 Quinte West