Tax Partner, High Net Worth

What You'll Do

Are you a strategic thinker with a passion for growth and a drive to make an impact? Cohen & Co is seeking a Tax Partner to shape the future of our services to High Net Worth clients. As a leader in business development, client service, and team mentorship, you’ll guide our firm’s strategy, build strong client relationships, and drive innovation in tax services.

If you're ready to lead complex tax strategies, build high-performing teams, and help clients achieve their financial goals, this is the opportunity for you. Take the next step in your career and apply now!

Business Development: 

• Responsible for strategy and growth of the firm’s services to High Net Worth, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans 
• Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders – coordinating to align skills with market trends and drive strategic technical leadership hires 
• Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met 

Client Experience: 

• Serve and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider providing quality work, open communication, sound advice, and proactive service 
• Develop a comprehensive approach to meet the needs of High Net Worth clients, including leadership around High Net Worth infrastructure with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met 
• Continuously assess each client’s needs as their goals and objectives evolve, adapting our client service and strategies 

Leadership, Mentorship & Staff Development: 

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with 
• Be growth oriented and work toward building a leveraged model, when appropriate 
• Provide mentoring and motivation to the team, including developing young leaders via active contribution to training and development 
• Exhibit forward thinking, innovation, and delivering an exceptional work product  

Technical: 

• Perform partner level compliance review and tax return supervision  
• Serve as a professional role model, in the role of tax advisor to many of the firm’s most valued clients  
• Serve as a go-to resource for technical questions or knowledge

Who You Are

Required: 

• Bachelor’s degree; CPA or JD  
• 12 years of progressive experience within tax, preferably in a public accounting firm and including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives 
• 3 years Partner level or equivalent experience 
• In-depth knowledge and a concentration in High Net Worth Tax 

Location: 

• Chicago, IL; Baltimore, MD; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI  

• Hybrid work environment  

Who We Are

#LifeatCohen 

Sure, 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 & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

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. 

#LI-PROMO 

#LI-Hybrid