FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Family Office Tax Associate
Cohen & Co. Support tax planning and compliance engagements for ultra-high-net-worth individuals and families .
Posted 9/29/2026full-timeCleveland • Ohio • United StatesJuniorMid-Level💰 $60,000 - $85,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in tax planning and compliance for ultra-high-net-worth individuals, with a focus on personalized advisory services and client relationship building. Proficient in tax return preparation and research, while actively participating in business development and community initiatives.
Highest-signal resume keywords
Tax PlanningTax ComplianceTax Return PreparationClient Relationship ManagementBusiness Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax ResearchAccountingCPA Exam Preparation
Soft Skills
Interpersonal SkillsFeedback ReceptionTeam Collaboration
Industry Keywords
Ultra-High-Net-Worth IndividualsPersonalized Advisory ServicesDEI InitiativesCommunity Service
About the role
Key responsibilities & impact- Support tax planning and compliance engagements for ultra-high-net-worth individuals and families
- Assist with tax return preparation and tax research
- Support client service activities involving sophisticated tax matters and personalized advisory services
- Build relationships with peers, mentors, and engagement teams through client work, firm events, and internship program experiences
- Receive feedback to develop technical and professional skills
- Participate in business development, recruitment, DEI initiatives, and community service
Requirements
What you’ll need- Pursuing a Bachelor’s degree
- Accounting major
- Minimum 3.0 GPA (preferred)
- Pursuing required credit hours to sit for the CPA Exam (preferred)
Benefits
Comp & perks- Comprehensive and competitive Total Rewards package
- Time off outside of standard PTO to give back to the community
- Annual discretionary merit increases and bonuses
- Talent development resources and growth opportunities
- Comprehensive training
- Ongoing feedback and professional development
- Inclusive, growth-oriented culture
- Opportunities to participate in DEI efforts and community service