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US jobs › Ohio › Family Office Tax Associate, October 2027 or January 2028

Staff · Large regional

Family Office Tax Associate, October 2027 or January 2028

Cohen & Co Advisory, LLC · Cleveland, Ohio

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Pay$60k to $85k a year
LevelStaff · Tax
Work modeNot stated
CPA exam supportNot mentioned
CPA licenseEligible or in progress
ExperienceNot stated
PostedSep 29, 2026
Found by usSep 30, 2026
Last checkedOct 8, 2026

Quick look

Prepare and support tax planning and compliance for ultra high net worth individuals and family offices.

Student or new gradA few years in, CPA in progressWants to grow in public accounting

Worth knowing: Role starts October 2027 or January 2028

From the posting

What You'll Do At Cohen & Co, we're always learning and adapting to the ever-changing world of the professional services industry. Join us for the ride! Our supportive ‘Great People First’ culture and comprehensive training will provide you with all the tools you need to launch and grow your career. You’ll get hands-on experience with clients, gain technical knowledge, be challenged to think outside of the box, and build a strong network of peers and firm leaders – all invested in YOU. Day in the Life: Family Office: Support tax planning and compliance engagements for ultra-high net worth individuals and families with complex tax needs. You'll assist with tax return preparation, research, and client service activities while gaining hands-on experience with sophisticated tax matters and personalized advisory services. Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional. Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Who You Are Required: Degree: Pursuing Bachelor’s Major: Accounting Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Who We Are #LifeatCohen 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.

Read the full posting on the employer's site

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