Tax Partner, High Net Worth

Found in: Resume Library US A2 - 1 week ago

Cleveland Ohio, United States Cohen & Company Full time
Overview:
Cohen & Company 

Certified Public 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, WI 

Open to remote candidates in Denver, CO or Boston, MA  

Responsibilities:
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 

Qualifications:
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 

 

About Cohen & Company   

Named one of America’s 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 (url removed). 

 

Learn More About Us 

 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.   

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