Senior Associate, Family Office Tax

What You’ll Do 

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. 

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 

• Assist with foreign reporting and international tax compliance as applicable 

• Deliver high-quality work on time while upholding firm standards 

Technical Growth 

• Deepen your 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 

• Begin mentoring staff-level team members on preparation and process 

• Contribute to a team culture built on collaboration, learning, and shared growth 

Who You Are 

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