Cohen & Co
Manager, Family Office
Cohen & Co
Are you an experienced accounting professional with a passion for client service, analytical problem‑solving, and working with dynamic, high‑net‑worth clients in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.
Client Accounting & Advisory
Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities.
Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting.
Provide insights to clients beyond just historical reporting by drawing conclusions from financial data.
Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities.
Provide insights into accounting for investment structures, capital allocations, and intercompany transactions.
Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions.
Drive process improvements and technology adoption to enhance accuracy, efficiency, and client satisfaction across accounting systems and reporting workflows.
Leadership & Team Development
Supervise, coach, and develop associates and senior associates within the Family Office team.
Manage project planning, staffing, and workflow to ensure timely, high‑quality deliverables.
Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships.
Model strong communication, accountability, and professionalism in a fast‑paced, client‑facing environment.
Strategic Initiatives & Process Innovation
Evaluate and implement new technologies, tools, and approaches to streamline delivery and improve reporting efficiency for clients and the firm.
Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements.
Analyze complex financial and operational data to provide actionable insights and recommendations for clients.
Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Family Office practice.
Qualifications
Bachelor's degree in accounting or related field required; Master’s preferred.
CPA license or active progress toward CPA eligibility strongly preferred.
4+ years of experience in public accounting, family office services, or a related industry role.
Strong understanding of accounting principles and experience in or interest and willingness to learn accounting for investments.
Ability to navigate the accounting complexities of family office and investment‑focused clients.
Advanced analytical and problem‑solving skills; ability to adapt to new challenges and manage multiple priorities.
Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients.
Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage Intacct.
Strong technology mindset with experience in adopting new systems and tools.
Preferred Experience
Experience with investment reporting, process improvement, or forensic accounting initiatives.
Prior experience managing technical or project‑based teams.
Prior experience in a consulting, advisory, or client‑facing accounting role.
Demonstrated ability to navigate fast‑paced, changing environments with professionalism and composure.
Locations
Baltimore, MD or Cleveland, OH preferred
Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI
Hybrid work environment
Benefits & Compensation Estimated Salary Range: $85,000–155,000
Competitive base compensation, regionally adjusted based on experience, licensure, and market considerations.
Comprehensive Total Rewards package: time off beyond standard PTO, annual discretionary merit increases and bonuses, talent development resources, and more.
Opportunities for professional growth, mentorship, and leadership development.
We are an equal‑opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
#J-18808-Ljbffr
Are you an experienced accounting professional with a passion for client service, analytical problem‑solving, and working with dynamic, high‑net‑worth clients in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.
Client Accounting & Advisory
Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities.
Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting.
Provide insights to clients beyond just historical reporting by drawing conclusions from financial data.
Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities.
Provide insights into accounting for investment structures, capital allocations, and intercompany transactions.
Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions.
Drive process improvements and technology adoption to enhance accuracy, efficiency, and client satisfaction across accounting systems and reporting workflows.
Leadership & Team Development
Supervise, coach, and develop associates and senior associates within the Family Office team.
Manage project planning, staffing, and workflow to ensure timely, high‑quality deliverables.
Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships.
Model strong communication, accountability, and professionalism in a fast‑paced, client‑facing environment.
Strategic Initiatives & Process Innovation
Evaluate and implement new technologies, tools, and approaches to streamline delivery and improve reporting efficiency for clients and the firm.
Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements.
Analyze complex financial and operational data to provide actionable insights and recommendations for clients.
Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Family Office practice.
Qualifications
Bachelor's degree in accounting or related field required; Master’s preferred.
CPA license or active progress toward CPA eligibility strongly preferred.
4+ years of experience in public accounting, family office services, or a related industry role.
Strong understanding of accounting principles and experience in or interest and willingness to learn accounting for investments.
Ability to navigate the accounting complexities of family office and investment‑focused clients.
Advanced analytical and problem‑solving skills; ability to adapt to new challenges and manage multiple priorities.
Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients.
Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage Intacct.
Strong technology mindset with experience in adopting new systems and tools.
Preferred Experience
Experience with investment reporting, process improvement, or forensic accounting initiatives.
Prior experience managing technical or project‑based teams.
Prior experience in a consulting, advisory, or client‑facing accounting role.
Demonstrated ability to navigate fast‑paced, changing environments with professionalism and composure.
Locations
Baltimore, MD or Cleveland, OH preferred
Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI
Hybrid work environment
Benefits & Compensation Estimated Salary Range: $85,000–155,000
Competitive base compensation, regionally adjusted based on experience, licensure, and market considerations.
Comprehensive Total Rewards package: time off beyond standard PTO, annual discretionary merit increases and bonuses, talent development resources, and more.
Opportunities for professional growth, mentorship, and leadership development.
We are an equal‑opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
#J-18808-Ljbffr