Step into the role of Tax Manager at Cohen & Co, focusing on the sophisticated tax needs of high-net-worth clients. Utilize your expertise to drive proactive tax strategies in a collaborative setting.
As Tax Manager, you will harness your 5+ years of tax experience to address complex tax matters for affluent individuals and families. Your core responsibilities will involve managing individual income tax compliance, tax strategy development, and client relationship management, ensuring superior service. This role also includes mentoring junior team members while fostering a culture of professional growth and inclusion.
Key Responsibilities:
- Direct and review complex individual and family tax returns
- Advise on tax opportunities related to individual wealth
- Maintain client communication and relationship management
- Collaborate across teams for enriching client experiences
- Mentor staff and oversee their professional development
Requirements:
- CPA certification or progress towards it strongly preferred
- 5+ years experience in high net worth tax environments
- Strong analytical and communication skills
- Proven mentoring capabilities with junior professionals
- Proficiency in key tax and accounting software
Excel in tax management and client service excellence with Cohen & Co.
Cohen & Co Tax Manager Position in Quinte West employer: Cohen & Co
Cohen & Co is an exceptional employer that prioritizes a people-first culture, fostering collaboration and professional growth within the Family Office Tax team. With a comprehensive Total Rewards package that includes flexible benefits, community engagement opportunities, and a commitment to diversity and inclusion, employees are empowered to thrive in their careers while delivering high-quality service to high net worth clients. Located in a vibrant area, this role offers the chance to work on impactful tax strategies while being part of a supportive and innovative team.
