Experienced Associate, Family Office Tax - Cleveland, OH
Cohen & Co AdvisoryWhat You’ll Do
Are you a tax professional looking to build your expertise while working on sophisticated, high-impact client engagements? At Cohen & Co, we believe in putting great people first — creating an environment where collaboration, growth, and technical development go hand in hand.
As an Experienced Staff on our Family Office Tax team, you will support the preparation of tax returns for high-net-worth individuals and families, including complex investment structures and multi-entity filings. You’ll gain exposure to sophisticated tax work early in your career and work alongside experienced professionals who are committed to mentorship and development. This is an opportunity to move beyond basic compliance work and build a strong technical foundation in high-net-worth taxation.
Tax Preparation & Compliance
- Prepare complex individual income tax returns (Form 1040) for high-net-worth individuals.
- Assist with preparation of partnership (Form 1065) and trust (Form 1041) returns.
- Work on returns with investment-heavy structures, including private equity, hedge funds, and alternative investments (with guidance from senior team members).
- Assist with foreign reporting and international compliance as applicable (e.g., FBAR, FATCA).
- Deliver accurate, timely work while maintaining strong attention to detail and firm standards.
Technical Development
- Build foundational expertise in high net worth and family office tax matters
- Learn to navigate complex tax scenarios and multi-entity structures
- Assist in researching and resolving technical tax questions alongside senior team members.
Client & Team Collaboration
- Work closely with seniors and managers on client engagements.
- Support team workflow by organizing data, preparing deliverables, and meeting deadlines.
- Contribute to a collaborative environment focused on learning, development, and high-quality service delivery.
- Communicate effectively with team members to ensure alignment and execution
Who You Are
Qualifications
- Bachelor's degree in accounting or related field.
- 1–4+ years of tax experience, preferably in public accounting or family office environments.
- Exposure partnerships, trusts, and investment-related tax work.
- Ability to work in the U.S. without the need for employer sponsorship.
Preferred Background
- CPA or requirements to pursue CPA
- Experience working with high-net-worth clients and complex investment structures
- Exposure alternative investments and foreign reporting.
- Background in public accounting, HNW tax, or family office environments
Key Skills & Attributes
- Strong attention to detail and accuracy. Solid technical aptitude and willingness to learn complex tax concepts.
- Ability to manage multiple priorities in a fast-paced environment.
- Strong communication and collaboration skills.
- Proactive mindset with a desire to grow and take on increasing responsibility
Who We Are
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 - 80,000*
*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.