Senior Associate, Family Office Tax
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Overview
Job Description
WhatYou’llDo
Are you a tax professional looking to deepen yourexpertisewith some of the most complex, sophisticated client work in the industry? At Cohen & Co, we believe in puttinggreat people first— fostering a culture where collaboration, growth, and technical excellence come together.
As aSenior on our Family Office Tax team,you'llworkwith high-net-worth individuals and families — preparing complexindividual,partnership,andtrustreturns withinvestment-heavy structures. Thisisn'tcookie-cutter compliance work.You'llgain hands-on exposure to sophisticated tax issues and complexity that most professionalsdon'tsee until much later in their career.Ifyou'relooking for work thatchallengesyou and accelerates your growth —thisis it.
Tax Preparation, Review & Compliance
Prepare complex individual (Form 1040), partnership (1065), and trust (1041)tax returns
Work on returnswith complex investmentsincluding hedge funds, private equity, andalternatives
Assistwith foreign reporting and international tax compliance as applicable
Deliver high-quality work on time while upholding firm standards
Technical Growth
Deepen yourexpertisein highnetworth and family office tax matters
Research and help resolve complex technical tax issues alongside experienced team members
Client & Team Collaboration
Work closely withmanagersandother team memberson 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 inhigh net worthtaxation
Hands-on experience with complex returns — individuals, partnerships, and trusts
Ability to work in the U.S. without employer sponsorship
Preferred Background
Experience working withhighnetworthclients and complex investment structures
Exposure to alternative investments and foreign reporting
Background inpublic accounting, high net worth,or family officetax
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
#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 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
*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.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
