Family Office Staff Accountant, October 2026 or January 2027 jobs in United States
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Cohen & Co · 1 week ago

Family Office Staff Accountant, October 2026 or January 2027

Cohen & Co is a professional services firm focused on providing comprehensive services to ultra high net worth individuals and families. The Family Office Staff Accountant role involves hands-on client work, skill development, and participation in firm initiatives, all within a supportive culture.

AccountingConsultingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Courtney Gamble
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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
Surround yourself with a team dedicated to developing your professional growth, gaining hands on experience and insights
Develop and improve technical and professional skills by receiving ongoing feedback and continuous learning opportunities such as Cohen University and Annual Training
Get involved in firm-wide initiatives that align with your passions—whether it's business development, recruitment, DEI, or community service, there's a place for your voice and impact

Qualification

AccountingFinanceData AnalyticsInformation SystemsCPA Exam Preparation

Required

Degree: Bachelor's or Master's
Major: Accounting

Preferred

Minors/2nd Majors: Finance, Data Analytics, Information Systems
GPA: Minimum 3.5
Journey to CPA: Pursuing required credit hours to sit for the CPA Exam

Benefits

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.

H1B Sponsorship

Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)

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