Senior Associate, Family Office Tax

WhatYou’llDo 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 within 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 tax planning 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 Benefits Competitive total rewards package, including time off beyond standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources, and more Estimated base range: $70,000 – $125,000* 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. *Base compensation offered to candidates is determined based on factors such as relevant skillset, experience, licensure, certifications, job responsibilities, geography, market considerations, and organizational needs. Our firm offers a comprehensive and competitive total rewards package that allows each employee to design a package that best suits their needs. #J-18808-Ljbffr Dormont Manufacturing Co