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.

• 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

• Deepen your expertise in high net worth and family office tax matters
• Research and help resolve complex technical tax issues alongside experienced team members

• 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

• 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

• 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

• 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

• Estimated base range: $70,000 – $125,000*
• Base compensation is based on factors such as skillset, experience, licensure, and certifications, job responsibilities, geography, market considerations, and organizational needs.
• We offer a comprehensive and competitive Total Rewards package that allows employees to design a package that best suits their needs and includes time off outside of standard PTO, annual discretionary merit increases and bonuses, talent development resources, and more.

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.