Tax Senior Accountant, High Net Worth

What You'll DoAre you a tax professional who enjoys complex individual tax work and building real relationships with clients? At Cohen & Co, we put great people first, with a culture built on collaboration, growth and technical excellence. As a Tax Senior Accountant on our High Net Worth team, you'll serve high net worth individuals and families with complex tax needs. You'll prepare and review returns, help with planning projects and work directly with clients and engagement teams. You'll get hands-on exposure to sophisticated tax issues and a clear path to grow into review and leadership.Tax Preparation & CompliancePrepare and do a first-level review of complex individual income tax returns (Form 1040), including multi-state filingsPrepare trust, estate and gift returns (Forms 1041 and 709) and related partnership returns (Form 1065) as neededWork with investment-heavy returns, including K-1 activity from pass-through entities and alternative investmentsDeliver high-quality, accurate work on time while meeting firm standardsTax Planning & Technical GrowthSupport tax projections and planning on income, equity compensation, investments and wealth transferResearch technical tax issues and recommend solutions to managersKeep up with tax law changes that affect individuals and familiesClient ExperienceCommunicate directly with clients to gather information, answer questions and keep engagements movingBuild strong, trusted relationships with clients and internal teamsManage multiple deadlines and client priorities in a fast-paced environmentTeam DevelopmentMentor and train staff-level team members, and review their workWork with managers on engagement planning, staffing and workflowHelp build a team culture centered on learning, feedback and shared growthWho You AreRequired QualificationsBachelor's degree in Accounting or a related field2+ years of tax experience in public accounting, with a focus on individual taxationHands-on experience preparing complex individual (1040) returnsStrong attention to detail, organization and time management skillsStrong written and verbal communication skillsProficiency in Outlook, Excel, Word and Adobe, and familiarity with tax preparation and research softwareAbility to work in the U.S. without employer sponsorshipPreferred QualificationsCPA license or progress toward the CPAExperience with high net worth individuals, families or family office clientsExposure to trust, estate and gift returns (1041/709)Familiarity with pass-through entities, partnership allocations and alternative investmentsExperience with CCH AxcessExperience mentoring or reviewing the work of staffWho We Are#LifeatCohenSure, 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!Learn More About Us! Discover our Passion, Purpose & ExpertiseLearn more about our Firm's cultureEstimated Base Range:*Base compensation 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. 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. SummaryLocation: Buffalo, NY; Akron, OH; Baltimore, MD; Pittsburgh, PA; Chicago, IL; New York, NY; Westchester, NY; Cleveland, OH; Deer Park, IL; Youngstown, OH; Troy, MI; Philadelphia, PA; Denver, CO; Detroit, MI; Milwaukee, WIType: Full time