LE0008 Cohen & Co Advisory, LLC Verified 13h ago
Experienced Associate, Family Office Tax
Cleveland, OH Hybrid
$60,000–$80,000 a yearPay$60,000–$80,000
TypeFull-time
Work settingHybrid
Verified listing
JobFig found this opening at its original source and checks that it remains available.
About the role
As an Experienced Staff on our Family 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’ll gain 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 in high-net-worth taxation.
What you'll bring
- Bachelor's degree in accounting or related field.
- 1 –4+ years of tax experience
- Exposure partnerships, trusts, and investment-related tax work.
- CPA or requirements to pursue CPA
- Experience working with high-net-worth clients and complex investment structures
- Exposure alternative investments and foreign reporting.
- Background in public accounting, HNW tax, or family office environments
- 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 communication and collaboration skills.
- Proactive mindset with a desire to grow and take on increasing responsibility