Family Office Tax Associate, October 2027 or January 2028

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.

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!

Who You Are

Required:

• Degree: Pursuing Bachelor's
• Major: Accounting

Preferred:

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

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. In particular, we honor our foundational principle of "great people first" by:

• Championing the importance 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 package, which allows 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!

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

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. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.