Family Office Tax Associate, October 2027 or January 2028

About the role

What You'll Do At Cohen & Co, we're always learning and adapting to the ever-changing world of the professional services industry. Join us for the ride! Our supportive ‘Great People First’ culture and comprehensive training will provide you with all the tools you need to launch and grow your career. You’ll get hands-on experience with clients, gain technical knowledge, be challenged to think outside of the box, and build a strong network of peers and firm leaders – all invested in YOU. Sure, we like numbers. (But we’ll never treat you like one.)

Responsibilities

• Day In The Life Family Office: Support tax planning and compliance engagements for ultra-high net worth individuals and families with complex tax needs. You'll assist with tax return preparation, research, and client service activities while gaining hands-on experience with sophisticated tax matters and personalized advisory services.
• Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences.
• Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional.
• Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most!

Requirements

• Degree: Pursuing Bachelor’s
• Major: Accounting

Qualifications

• Preferred GPA: Minimum 3.0
• Journey to CPA: Pursuing required credit hours to sit for the CPA Exam

Benefits

• Comprehensive and competitive Total Rewards package allowing employees to choose benefits that best suit their needs
• Time off outside of standard PTO to give back to the community (and to recharge)
• Annual discretionary merit increases and bonuses
• Talent development resources to tap into growth opportunities

Pay

Estimated Base Range: $60,000-$85,000. 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.