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 

Who We Are

#LifeatCohen

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(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....