Senior Associate, Family Office Tax - Cleveland, OH
Cohen & Co AdvisoryWhat 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
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: $70,000 - $125,000*
*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.