Tax Senior Accountant, High Net Worth

Cohen & Co • Buffalo, NY

8d

About The Position

The Tax Senior Accountant on Cohen & Co’s High Net Worth team serves high net worth individuals and families with complex tax needs. The role prepares and reviews tax returns, supports planning projects, and works directly with clients and engagement teams. It provides hands-on exposure to sophisticated tax issues and opportunities to grow into review and leadership responsibilities.

Requirements

• Bachelor's degree in Accounting or a related field.
• At least 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, and familiarity with tax preparation and research software.
• Ability to work in the U.S. without employer sponsorship.

Nice To Haves

• CPA license or progress toward the CPA.
• Experience with high net worth individuals, families, or family office clients.
• Exposure to trust, estate, and gift returns (1041/709).
• Familiarity with pass-through entities, partnership allocations, and alternative investments.
• Experience with CCH Axcess.
• Experience mentoring or reviewing the work of staff.

Responsibilities

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

Benefits

• Comprehensive and competitive Total Rewards package.
• Time off outside of standard PTO to give back to the community and recharge.
• Annual discretionary merit increases and bonuses.
• Talent development resources and growth opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior