Family Office Tax Intern

Cohen & Co

. Support tax planning and compliance engagements for ultra-high-net-worth individuals and families .

Posted 9/29/2026internshipCleveland • Ohio • United StatesEntry Level💰 $20 - $40 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong foundational knowledge in accounting principles and tax compliance, with a focus on supporting ultra-high-net-worth individuals. Engages in client service activities and business development initiatives while pursuing CPA eligibility.

Highest-signal resume keywords

Bachelor's Degree In AccountingTax Return PreparationTax ResearchClient Service ActivitiesCPA Exam Eligibility

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Accounting PrinciplesTax ComplianceIntermediate AccountingTax PlanningGPA 3.0 or Higher

Soft Skills

CommunicationTeam CollaborationFeedback Reception

Industry Keywords

Ultra-High-Net-Worth IndividualsBusiness DevelopmentDiversity, Equity, and Inclusion (DEI)Community Service

Tech Stack

Tools & technologies

Spring

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, tax research, and client service activities
Gain hands-on experience with sophisticated tax matters and personalized advisory services
Connect with peers, mentors, and engagement teams through client work, firm events, and internship experiences
Participate in firm-wide business development, recruitment, DEI initiatives, and community service
Receive ongoing feedback to sharpen technical skills and develop professionally

Requirements

What you’ll need

Pursuing a Bachelor's degree
Accounting major
Successfully completed introductory accounting course(s)
Successfully completed at least one intermediate accounting course before the internship program start date
Preferred minimum GPA of 3.0
Preferred pursuit of required credit hours to sit for the CPA Exam
Spring internship: full-time availability of 40+ hours/week may be required during busy season, including Saturdays, or part-time availability of at least 20–25 hours/week
Summer internship: full-time availability of 32–40 hours/week
Internship availability from early January to late March 2028 or early June to late July 2028

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
Pencils Down Week: one week off for all employees to recharge (unpaid for interns)
Ongoing feedback and professional development
Mentorship and relationship-building opportunities
Equal opportunity and inclusive workplace culture