Cohen & Co
The Senior Manager serves as a trusted advisor to high-net-worth families and family offices, leading sophisticated tax compliance and advisory engagements to achieve long-term financial and legacy goals. This role involves overseeing complex family structures, providing technical leadership, and mentoring team members to deliver high-touch service. The position requires managing client relationships, coordinating tax planning across various entities, and identifying proactive planning opportunities for wealth preservation and transfer.
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
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