Executive Director of Tax Strategy

3 days ago


Cleveland, Ohio, United States Cohen & Company Full time

Role Overview

Cohen & Company is looking for an Executive Director of Tax Strategy to lead our high net worth/family office team. This is a unique opportunity to work with high-profile clients, providing Manager, Senior Manager or Managing Director level tax advisory, compliance review and tax return signoff (Form 1040), including multi-state filings.

About the Position

In this role, you will be responsible for managing the preparation and filing of trust tax returns (Form 1041), ensuring adherence to regulatory requirements and optimal tax strategies. You will also work closely with clients to develop and implement tax-efficient strategies for both individuals and trusts, ensuring their financial goals are met while minimizing tax liabilities.

Key Responsibilities:

  • Lead a team of tax professionals to deliver customized solutions to clients.
  • Develop and implement tax-efficient strategies for both individuals and trusts.
  • Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate and strategic advice to clients.

Requirements

To be successful in this role, you will need:

  • Bachelor's degree; CPA or JD required
  • 5+ years of tax experience, with a focus on high net worth individuals and trusts
  • Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives

Our Culture

We value diversity of thought and background to build an inclusive and energized culture. We are committed to fostering a workplace where everyone feels valued, respected, and empowered to contribute their best work.



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