Family Office Intern, Spring 2027 jobs in United States
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Cohen & Co · 3 months ago

Family Office Intern, Spring 2027

Cohen & Co is a professional services firm offering a comprehensive internship program designed to provide hands-on experience in the industry. As a Family Office Intern, you will assist with tax return preparation assignments and gain exposure to services for ultra high net worth individuals while building relationships and developing your skills.

AccountingConsultingFinancial Services
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Growth Opportunities

Responsibilities

Experience real client work by assisting with a variety of tax return preparation assignments and gain exposure to the comprehensive suite of services provided to ultra high net worth individuals and families
Connect with peers, mentors, and engagement teams via client work, firm events, and internship program experiences
Receive ongoing feedback to help you sharpen your technical skills and develop as a professional
Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service – choose what inspires you most!

Qualification

AccountingTax return preparationCPA Exam preparationInterpersonal skillsTeam collaboration

Required

Degree: Pursuing Bachelor's
Major: Accounting
Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date

Preferred

GPA: Minimum 3.5
Journey to CPA: Pursuing required credit hours to sit for the CPA Exam

Benefits

Comprehensive and competitive Total Rewards package
Time off outside of your standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources to tap into growth opportunities

Company

Cohen & Co

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Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Lovell Minnick Partners
2024-10-25Private Equity

Leadership Team

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Cynthia Pedersen
Director, Tax Advisory Services
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Company data provided by crunchbase