Tax Director, High Net Worth Clients

Cohen & Company

Baltimore, Maryland

Date Posted February 05, 2024
Industry Tax
Job Status Full-time
Salary Not Specified
Website https://www.cohencpa.com/

Description:

Cohen & Company

Certified Public Accountants

 

Our High Net Worth Group helps business owners, other high-net-worth individuals and families, and family offices understand the comprehensive picture of their complex needs. We provide high-net-worth individuals and multi-generational family groups with critical tax planning around the issues that affect them most: business enterprises, estates and trusts, gifting techniques and philanthropic activities.

 

We are very excited about our growth opportunities and are seeking individuals with excellent leadership skills, an entrepreneurial energy, and commitment to client service to join our High Net Worth Group as a Director!

Qualifications

  • Minimum of seven years of recent public accounting experience
  • Certified Public Accountant (CPA) or Juris Doctorate (JD) designation
  • Experience managing income tax, gift, trust, and estate tax returns for high net worth individuals
  • Experience conducting in-depth tax research and consultations on various tax matters

 

About Cohen & Company

 

Named one of America’s Best Tax and Accounting Firms by Forbes 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 750 dedicated professionals across the U.S. and 11 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 cohencpa.com

 

We are open to this position being in any of the following markets:

  • Primary Location: Baltimore, MD
  • Secondary Location: Cleveland, Akron, or Youngstown, OH; Pittsburgh, PA; Philadelphia, PA

 

This potential opportunity is not available for residents of California, Colorado, New Jersey, New York, or Washington.

 

Learn more about us:

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.