Tax Senior Manager, High Net Worth

Cohen & Co • Baltimore, MD

2d • $110,000 - $210,000 • Hybrid

About The Position

As a Senior Manager on our High Net Worth Tax team, you’ll provide personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you’ll lead complex tax planning and compliance engagements, serve as a trusted advisor on sophisticated individual tax matters, and provide technical and team leadership while partnering with clients, firm leadership, and cross-functional teams to drive exceptional service and long-term relationship growth.

Requirements

• CPA, EA, or JD required
• Bachelor’s degree in Accounting or related field required
• 8+ years of progressive public accounting tax experience, including significant exposure to high net worth individuals, trusts, estates, and complex individual tax planning
• Demonstrated experience managing complex compliance and consulting engagements
• Proven ability to lead client relationships, mentor teams, and navigate sophisticated tax matters
• Strong technical, analytical, communication, and organizational skills
• Proactive, detail-oriented, and comfortable balancing multiple priorities in a client-facing environment
• Proficiency with tax software, research tools, and Microsoft Office
• Eligibility to work in the U.S. without sponsorship

Responsibilities

• Lead and review complex individual income tax returns (Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures.
• Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family tax strategy.
• Develop and implement advanced tax planning strategies related to income, investments, equity compensation, trusts, estates, wealth preservation, and closely held business interests.
• Serve as a technical subject matter expert on complex individual tax matters, multi-state taxation, and coordination across related entities.
• Monitor tax law changes, regulatory developments, and industry trends to proactively advise clients and internal teams on planning opportunities and risks.
• Review complex technical work, research, and planning analyses to ensure high-quality client deliverables.
• Serve as a primary relationship leader and trusted advisor for high net worth clients and families.
• Deliver proactive, strategic tax guidance aligned with clients’ evolving financial, investment, and long-term planning goals.
• Build and maintain strong, long-term client relationships grounded in trust, responsiveness, and exceptional service.
• Collaborate across service lines and specialist teams to deliver integrated solutions and a seamless client experience.
• Support practice growth through client retention, expansion opportunities, referrals, and organic business development activities.
• Lead, mentor, and develop Managers, Seniors, and Staff, providing technical guidance, coaching, and meaningful performance feedback.
• Foster a collaborative, team-oriented environment focused on technical excellence, development, and continuous improvement.
• Review work product across engagement teams, ensuring quality, efficiency, and consistency.
• Partner with leadership on workflow management, resource planning, and team development initiatives.
• Contribute to training, process improvement, and knowledge sharing efforts across the HNW Tax practice.

Benefits

• 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

What This Job Offers

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