Experienced Associate
Cohen & Company
Experienced Associate
Cohen & Company
Tax, assurance, and advisory services provider
Are you a tax professional looking to build yourexpertisewhile working on sophisticated, high-impact client engagements? At Cohen & Co, we believe in puttinggreat people first— creating an environment where collaboration, growth, and technical development go hand in hand.
As anExperienced Staffon ourFamily 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’llgain 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 inhigh-net-worthtaxation.
Tax Preparation & Compliance
Prepare complex individual income tax returns (Form 1040) for high-net-worthindividuals.
Assistwith preparation of partnership (Form 1065) and trust (Form 1041) returns.
Work on returns withinvestment-heavy structures, including private equity, hedge funds, and alternative investments (with guidance from senior team members).
Assistwithforeign reporting and international complianceas applicable (e.g., FBAR, FATCA).
Deliveraccurate,timelywork whilemaintainingstrong attention to detail and firm standards.
Technical Development
Build foundationalexpertiseinhigh net worth and family office tax matters
Learn to navigatecomplex tax scenarios and multi-entity structures
Assistin 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 servicedelivery.
Communicate effectively with team members to ensure alignment and execution
Qualifications
Bachelor's degree in accountingor related field.
1–4+ years of tax experience, preferably inpublic accounting or family office environments.
Exposurepartnerships, 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 withhigh-net-worthclients and complex investment structures
Exposurealternative investments and foreign reporting.
Background inpublic 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 communicationand collaboration skills.
Proactive mindset with a desire to grow and take on increasing responsibility
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:
*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.
Tax, assurance, and advisory services provider
Cohen & Company provides tax, assurance (auditing), and advisory services to a broad range of industries, including digital assets, investment funds, real estate, manufacturing, private equity, technology, life sciences, and construction. Its work covers tax planning and compliance, financial statement audits, and strategic financial consulting, with analysis, reporting, and ongoing support tailored to each client. The firm differentiates itself through long-standing experience since 1977, deep industry expertise (including niche areas like digital assets), a culture focused on inclusivity and learning, and a strong alumni network that enhances collaboration across engagements. Its goal is to help clients navigate complex financial and regulatory landscapes, reduce risk, and improve financial performance for sustainable growth.
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