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Cohen & Co

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 fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in tax planning and compliance for ultra-high net worth individuals, with a strong foundation in accounting principles and hands-on experience in tax research and return preparation. Engages effectively in client service and business development initiatives while building professional relationships.

Highest-signal resume keywords
Tax PlanningTax ComplianceTax ResearchClient ServiceAccounting Major

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Tax Return PreparationTax Research
Soft Skills
Relationship BuildingCollaboration
Certifications & Qualifications
CPA Exam Eligibility
Industry Keywords
Ultra-High Net Worth IndividualsPersonalized Advisory ServicesBusiness DevelopmentDEI EffortsCommunity Service Initiatives

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
  • Conduct tax research
  • Support client service activities
  • Gain hands-on experience with sophisticated tax matters and personalized advisory services
  • Build relationships with peers, mentors, and engagement teams through client work, firm events, and internship experiences
  • Participate in firm-wide business development, recruitment, DEI efforts, and community service initiatives

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, diversity-oriented workplace culture