What You'll Do

As a Real Estate Tax Manager, you'll lead the delivery of tax compliance and advisory services to real estate investors, developers, and closely held entities. In this role, you'll oversee complex tax engagements, review partnership tax returns and allocations, and guide tax planning initiatives while partnering closely with clients and internal engagement teams.

You'll take ownership of managing client relationships, coordinating engagement teams, and ensuring the timely delivery of high-quality tax services. This role also includes advising clients on real estate tax strategies, navigating complex partnership structures, and mentoring junior professionals. It's an opportunity for an experienced tax professional to step into a leadership role while continuing to deepen expertise in real estate taxation and contribute to the growth of the practice.

Tax Strategy & Compliance

• Perform Manager, Senior Manager, or Managing Director-level tax advisory, compliance review, and tax return sign-off (Form 1040), including complex multi-state filings for high net worth individuals, families, and business owners

• Oversee the preparation and filing of trust tax returns (Form 1041), ensuring compliance with regulatory requirements while identifying tax-efficient strategies

• Stay current on evolving tax laws and regulatory changes to provide accurate and proactive guidance to clients

Client Advisory & Relationships

• Provide strategic tax advice to high net worth clients on matters including estate planning, trust administration, and wealth transfer strategies

• Collaborate closely with clients and their advisors to support long-term financial planning and tax efficiency

• Build and maintain strong client relationships through proactive communication and high-quality service

Team Leadership & Development

• Mentor and develop junior tax professionals by reviewing work and providing guidance on complex tax matters

• Support a collaborative, inclusive team environment while helping develop future leaders

• Contribute to training, coaching, and knowledge sharing across the team

Practice & Technical Excellence

• Research complex tax issues and develop practical solutions for clients

• Identify opportunities to improve tax strategies, processes, and client service delivery

• Demonstrate forward thinking, innovation, and a commitment to delivering high-quality work

Who You Are

Qualifications

• Bachelor's degree; CPA or JD required

• 5+ years of tax experience, with a focus on high net worth individuals and trusts; Preferably within a public accounting, wealth management or family office setting

• Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives

• Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success

• Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required

Locations

• Preferred: Akron, Cleveland, Youngstown OH; Baltimore, MD; Chicago, IL; Pittsburgh, PA; Detroit, MI

• Buffalo & New York, NY; Deer Park, IL; Denver, CO; Milwaukee, WI; Philadelphia, PA; St. Clair Shores, MI; Westchester, NY

• Hybrid work environment

Estimated Base Range: $80,000 - $150,000*

*Base compensation offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.