Real Estate Tax Leader — Advisory, Compliance & Mentorship
Cohen & Co, Akron, OH, United States
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 orJDrequired 5+ years oftax experience, with a focus onhighnetworthindividuals and trusts;Preferablywithinapublicaccounting, wealth management orfamilyofficesetting Provenleadership 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,operatein a fast-paced environment, challenge the status quo, develop strong relationships internally, andbeflexiblearerequiredand keys to success Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax softwarerequired
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
Who We Are
Sure, we like numbers. (But we’ll never treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Estimated Salary Range: $80.000 - $150,000
Salaries 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 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, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities
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.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#J-18808-Ljbffr
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 orJDrequired 5+ years oftax experience, with a focus onhighnetworthindividuals and trusts;Preferablywithinapublicaccounting, wealth management orfamilyofficesetting Provenleadership 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,operatein a fast-paced environment, challenge the status quo, develop strong relationships internally, andbeflexiblearerequiredand keys to success Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax softwarerequired
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
Who We Are
Sure, we like numbers. (But we’ll never treat you like one.)
At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:
Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!
Estimated Salary Range: $80.000 - $150,000
Salaries 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 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, and so much more!
Learn More About Us!
Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities
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.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
#J-18808-Ljbffr