Senior Associate, Family Office Tax
About The Position
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.
Requirements
- 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
Nice To Haves
- 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
- 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
Responsibilities
- 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
- Deepen your expertise in high net worth and family office tax matters
- Research and help resolve complex technical tax issues alongside experienced team members
- Work closely with managers and other team members 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
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
