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Senior Associate, Family Office Tax

cohenco
Companycohenco
CategoryFinance
LocationCleveland
RemoteOn-site (inferred)
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted26 Jun 2026
Last verified11 Aug 2026
SourceEmployer ATS (workday)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
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 memb ers   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 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 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 .