Family Office Staff Accountant, October 2026 or January 2027

Cohen & Co AdvisoryCleveland, OH
22d$60,000 - $85,000Onsite

About The Position

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. Day in the Life : Family Office: Experience real client work by assisting with a variety of tax return preparation assignments and gain exposure to the comprehensive suite of services provided to ultra high net worth individuals and families Build Relationships: Surround yourself with a team dedicated to developing your professional growth, gaining hands on experience and insights Grow Your Skills: Develop and improve technical and professional skills by receiving ongoing feedback and continuous learning opportunities such as Cohen University and Annual Training Get Involved: Get involved in firm-wide initiatives that align with your passions—whether it's business development, recruitment, DEI, or community service, there's a place for your voice and impact. 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. We honor our foundational principle of “ great people first” by: Championing the im portance 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 p ackage, allowing 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!

Requirements

  • Degree: Bachelor’s or Master’s
  • Major: Accounting
  • GPA: Minimum 3.5
  • Pursuing required credit hours to sit for the CPA Exam

Nice To Haves

  • Minors/2nd Majors: Finance, Data Analytics, Information Systems

Responsibilities

  • Experience real client work by assisting with a variety of tax return preparation assignments and gain exposure to the comprehensive suite of services provided to ultra high net worth individuals and families
  • Build Relationships: Surround yourself with a team dedicated to developing your professional growth, gaining hands on experience and insights
  • Develop and improve technical and professional skills by receiving ongoing feedback and continuous learning opportunities such as Cohen University and Annual Training
  • Get involved in firm-wide initiatives that align with your passions—whether it's business development, recruitment, DEI, or community service, there's a place for your voice and impact
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