Family Office Tax Associate
Cohen & Co
Cleveland, OHFresher1h agovia LinkedIn
About the Role
Support tax planning and compliance engagements for ultra-high net worth individuals and families with complex tax needs.
Key Responsibilities
- Assist with tax return preparation, 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 program experiences.
- Receive ongoing feedback to sharpen technical skills and develop professionally.
- Participate in firm-wide initiatives such as business development, recruitment, DEI efforts, and community service.
Requirements & Tech Stack
- Pursuing a Bachelor's degree in Accounting.
- Minimum GPA of 3.0.
- Pursuing required credit hours to sit for the CPA Exam.
Note: This is an internship role with potential start dates in October 2027 or January 2028.