Family Office Tax Associate, October 2027 or January 2028
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: 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
- Pursuing Bachelor’s degree
- Accounting major
Nice To Haves
- Minimum 3.0 GPA
- Pursuing required credit hours to sit for the CPA Exam
Responsibilities
- Support tax planning and compliance engagements for ultra-high net worth individuals and families with complex tax needs.
- Assist with tax return preparation, research, and client service activities.
- Gain hands-on experience with sophisticated tax matters and personalized advisory services.
- Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences.
- Receive ongoing feedback to help you sharpen your technical skills and develop as a professional.
- Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service.
Benefits
- Time off outside of standard PTO to give back to the community
- Annual discretionary merit increases and bonuses
- Talent development resources
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
