Assurance Senior, Registered Funds
cohenco
Full time
Senior Associate, Family Office Tax
cohenco· LE0008 Cohen & Co Advisory, LLC
About this role
What You’ll Do
Are you a tax professional looking to deepen your expertise with some of the most complex, sophisticated client work in the industry? At Cohen & Co, we believe in putting great people first — fostering a culture where collaboration, growth, and technical excellence come together.
As a Senior on our Family Office Tax team, you'll work with high-net-worth individuals and families — preparing complex individual, partnership, and trust returns with investment-heavy structures. This isn't cookie-cutter compliance work. You'll gain hands-on exposure to sophisticated tax issues and complexity that most professionals don't see until much later in their career. If you're looking for work that challenges you and accelerates your growth — this is it.
Tax Preparation, Review & Compliance
Prepare complex individual (Form 1040), partnership (1065), and trust (1041) tax returns
Work on returns with complex investments including hedge funds, private equity, and alternatives
Assist with foreign reporting and international tax compliance as applicable
Deliver high-quality work on time while upholding firm standards
Technical Growth
Deepen your expertise in high net worth and family office tax matters
Research and help resolve complex technical tax issues alongside experienced team members
Client & Team Collaboration
Work closely with managers and other team members on client engagements
Begin mentoring staff-level team members on preparation and process
Contribute to a team culture built on collaboration, learning, and shared growth
Who You Are
Qualifications
Bachelor's degree in accounting or related field
3–6+ years of tax experience, preferably in public accounting or family office environments
Strong technical experience in high net worth taxation
Hands-on experience with complex returns — individuals, partnerships, and trusts
Ability to work in the U.S. without employer sponsorship
Preferred Background
Experience working with high net worth clients and complex investment structures
Exposure to alternative investments and foreign reporting
Background in public accounting, high net worth, or family office tax
Key Skills & Attributes
Strong technical aptitude
Careful attention to detail
Willingness to own complex work and take pride in getting it right
Desire to grow into review and take on more responsibility over time
Clear communicator who thrives in a team 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!
Learn More About Us!
- Discover our Passion, Purpose & Expertise
- Learn more about our Firm's culture
Estimated Base Range: $70,000 - $125,000*
*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.
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.
Frequently Asked Questions
What is the salary for the Senior Associate, Family Office Tax role at cohenco?
The listed salary for this Senior Associate, Family Office Tax position at cohenco is USD 70K–125K. This is an Full time role.
Where is the Senior Associate, Family Office Tax position at cohenco located?
This Senior Associate, Family Office Tax role at cohenco is based in Cleveland, OH. The position is listed as on-site or hybrid. Check the full job description or apply directly to confirm the work arrangement.
Is the Senior Associate, Family Office Tax role at cohenco full-time or part-time?
This is listed as a Full time position. It is posted as a Senior Associate, Family Office Tax role in the LE0008 Cohen & Co Advisory, LLC department at cohenco.
Which team or department does the Senior Associate, Family Office Tax at cohenco belong to?
This Senior Associate, Family Office Tax position is part of the LE0008 Cohen & Co Advisory, LLC department at cohenco. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Senior Associate, Family Office Tax position at cohenco?
Click the "Apply Now" button on this page. You will be redirected to cohenco's official application portal hosted on workday where you can submit your application directly.
Senior Associate, Family Office Tax
cohenco · 💰 USD 70K–125K
You'll be redirected to cohenco's official application page on Workday.