Tax Partner, High Net Worth

2 weeks ago

Cleveland, United States CareerBuilder Full time

Cohen & CompanyCertifiedPublic Accountants

Cohen & Company is

seeking a

Tax Partner

with a focus in

High Net Worth

, an entrepreneurial spirit

and commitment to client service to join our team

The High Net Worth practice consists of a suite of offerings, primarily geared to tax and advisory-related services. Examples of such services are individual and trust tax compliance and consulting services, state and international tax compliance and consulting, trust, and estate planning and other high net worth

-

oriented value-add consulting services

.

Value is typically driven through a model of relationship focused, proactive client service and is supported by a strong compliance, consulting, operational, and technology infrastructure.

Locations:Chicago, IL; Hunt Valley, MD; Detroit

or St. Clair Shores

, MI;

Akron, Cleveland, Youngstown, OH;

Philadelphia or Pittsburgh, PA;

Buffalo or New York City, NY; Milwaukee, WIOpen to remote candidates in Denver, CO

or

Boston, MA

Business Development:Responsible for strategy and growth of the firms services

to High Net Worth, including

identifying market trends,

anticipating

opportunities, and developing go-to-market strategies/

plansBuild 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

hiresEstablish 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

serviceDevelop 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 metContinuously assess each clients 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 withBe growth oriented and work toward building a leveraged model, when appropriateProvide mentoring and motivation to the team

, including developing young leaders via active contribution to training and

developmentExhibit forward thinking, innovation, and delivering an exceptional work

product

Technical:Perform partner level compliance review and tax return

supervisionServe as a professional role model, in the role of tax advisor to many of the firms most valued

clientsServe as a go-to resource for technical questions or

knowledge

Required:Bachelors degree;

CPA or JD1

2

+ 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

initiatives3+ years Partner level or equivalent experienceIn-depth knowledge and a concentration in

High Net Worth

Tax

About Cohen & CompanyNamed one of Americas Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance,

tax

and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds,

advisers

and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York,

Pennsylvania

and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at

.

Learn

More About Usfrom 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.
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