Senior Associate, Family Office Tax

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
• Aid with foreign reporting and international tax compliance as applicable
• Deliver high-quality work on time while upholding firm standards

Techical Growth

• Deepen 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
• Become a mentor to staff-level team members on preparation and process
• Contribute to a team culture built on collaboration, learning, and shared growth

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

About the Role

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.

Benefits

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!

Pay

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.