Complex Manager Jobs in New Berlin, WI (NOW HIRING)

Are you an experienced tax professional with a passion for exceptional client service and sophisticated tax planning? As a Manager on our Family Office Tax team, you'll deliver personalized, high-touch service to high net worth individuals and families with complex tax needs. In this role, you'll apply your technical expertise to develop and implement thoughtful tax strategies, manage engagements from planning through compliance, and serve as a trusted advisor on complex individual tax matters. You'll work on impactful client engagements while contributing to a people-first culture that values collaboration, growth, and excellence.

Tax Strategy & Compliance

• Manage and review individual income tax returns (Form 1040), including complex, multi-state filings for high net worth individuals and families.

• Review and manage trust (Form 1041), estate (706) and gift (709), partnership (1065), and related entity filings as they relate to individual and wealth planning needs.

• Identify and implement tax planning opportunities related to income, equity compensation, investments, wealth preservation, and wealth transfer.

• Serve as a technical resource on complex individual and family office tax issues, including foreign reporting, international tax compliance, multi-state taxation and coordination across investment partnerships, management companies, and related entities.

• Stay current on tax law changes, regulatory updates, and industry best practices to ensure accurate and strategic client advice.

Client Experience

• Serve as a primary point of contact for high net worth and family office clients, delivering proactive, strategic, and client-friendly tax guidance.

• Advise clients on complex individual and family tax matters and planning considerations that support long-term financial goals.

• Build and maintain strong, long-term client relationships grounded in trust, responsiveness, and high-quality service.

• Partner with internal teams - including family office accounting - to deliver a seamless, integrated client experience with consistent communication and follow-through.

Team Leadership & Development

• Review work prepared by senior and staff-level professionals, providing coaching and guidance on complex individual and family office tax issues.

• Mentor and develop team members through ongoing feedback, technical training, and on-the-job support.

• Promote a collaborative, inclusive team environment that values diverse perspectives and professional growth.

• Support efficient engagement execution while maintaining high standards of quality, accuracy, and accountability.

• Demonstrate forward-thinking, innovation, and a commitment to delivering exceptional work product.

Qualifications

• CPA license or progress toward CPA strongly preferred.

• Bachelor's degree in Accounting or a related field.

• 5+ years of tax experience with a strong focus on high net worth individual taxation, preferably within public accounting, a family office, or a related professional services environment.

• Experience managing and reviewing complex individual tax returns; exposure to trusts, investment partnerships, and family office structures is a plus.

• Demonstrated ability to lead, mentor, and support the development of junior professionals.

• Strong verbal and written communication skills, with the ability to explain complex tax concepts clearly and effectively to clients.

• Proactive, detail-oriented, and adaptable, with the ability to thrive in a fast-paced environment.

• Proficiency in Outlook, Excel, Word, Adobe, and familiarity with tax preparation and research software.

#LifeatCohen

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 Rewardspackage, 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!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*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.

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.