Cohen & Co
The Manager, High Net Worth Tax role delivers personalized, high-touch service to high net worth individuals and families with complex tax needs. This position involves developing and implementing thoughtful tax strategies, managing engagements from planning through compliance, and serving as a trusted advisor on complex individual tax matters. The role contributes to a people-first culture that values collaboration, growth, and excellence.
Headquarters
Cleveland, Ohio, United States
Company Size
501-1000 employees
Founded
1977
Cohen & Co is a national, award‑winning accounting, tax, assurance, and consulting firm focused on the needs of private companies, the investment industry, real estate owners, and private equity groups. The firm specializes in audits, tax planning and compliance, transaction advisory, and industry‑specific consulting that address complex accounting and regulatory issues. Cohen & Co combines deep technical expertise and sector experience with tailored, proactive service to help clients manage risk, optimize tax outcomes, and support growth. Its team of CPAs and advisors works closely with owners, investors, and fund managers to deliver practical, business‑focused solutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Cohen & Co.
4% below the average for this role