Jobs at Cohen & Co

Prepare and review complex individual, trust, estate, gift, and partnership tax returns for high-net-worth clients. Support tax planning, projections, technical research, and compliance across investments, equity compensation, and wealth transfer. Communicate directly with clients, manage multiple deadlines, mentor staff, review work, and collaborate with managers on engagement planning and workflow.

Supports compensation, benefits, recognition, wellness, and total rewards administration. Conducts market pricing, benchmarking, reporting, workforce analytics, compensation planning, benefits enrollment, vendor coordination, compliance activities, and HRIS data management. Partners with employees, leaders, payroll, finance, legal, and People teams while supporting Workday optimization and continuous improvement across a global workforce.

Leads complex tax compliance and advisory engagements for high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses. Provides tax planning, wealth preservation, estate and succession guidance, manages client relationships, reviews deliverables, mentors tax professionals, and supports practice development.

Assurance interns gain hands-on experience in audit engagements by performing testing, assisting with reporting, and supporting compliance activities. They collaborate with clients and engagement teams, receive technical feedback and training, and participate in firm initiatives including business development, recruitment, DEI, and community service.

Participate in audit engagements by performing testing, assisting with reporting, and supporting compliance activities. Gain hands-on client experience, develop technical accounting skills, build professional relationships, and contribute to firm initiatives including business development, recruitment, DEI, and community service. The internship runs from early January through March 2028 and offers full-time or part-time schedules.

Lead technical accounting consultations and SEC reporting for public and pre-IPO clients, including ASC guidance, SEC filings, SOX 404 compliance, internal control assessments, IPO readiness, client relationship management, and mentoring engagement teams while overseeing budgets, timelines, and deliverables.

Provide technical accounting and financial reporting guidance to renewable energy clients on tax equity, HLBV allocations, ITC/PTC, ASC 606/842, and complex project finance. Lead financial statement preparation and disclosures, manage client relationships, oversee engagement economics and staffing, mentor staff, and support audit readiness and accounting policy implementation.

Lead tax planning, compliance, and consulting for privately held and PE-owned clients. Manage client engagements, supervise engagement teams, deliver tax-structure and buy/sell planning, support business development, and contribute to firm-wide projects to grow the Private Client Services practice.

Support clients with financial reporting and technical accounting: prepare/review financial statements, implement new accounting standards (ASC 842/606/805), research and draft technical memos, assist SEC reporting, perform reconciliations/journal entries, optimize accounting processes, and collaborate with cross-functional teams to deliver client solutions and manage project delivery.

Manage and review complex individual, multi-state, and trust/estate tax filings for high net worth clients. Develop and implement tax planning strategies, serve as a technical advisor, lead client relationships, and mentor staff while ensuring compliance, quality, and coordinated service delivery across teams.

Lead and review complex individual, multi-state, trust, and estate tax compliance and planning for high net worth clients. Provide technical subject-matter expertise, advise on wealth preservation strategies, manage client relationships, mentor team members, and support practice growth and process improvement.