Accounting Advisory Solutions Manager

Senior Talent Acquisition Specialist at 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.

• 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 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.
• Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows.

• Supervise, coach and develop associates and senior associates within the AAS 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.

• Lead initiatives to improve accounting processes, workflows and reporting efficiency for clients and the firm.
• Evaluate and implement new technologies, tools and approaches to enhance accuracy and streamline delivery.
• 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 Accounting Advisory Solutions practice.

• 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 (Assistant Controller, Accounting Manager, etc.).
• Strong understanding of U.S. GAAP and investment accounting principles.
• Demonstrated experience with family office and investment clients, including private equity, hedge funds and/or investment entities.
• 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 Quick Books Enterprise/Online or Sage.
• Strong technology mindset with experience in adopting new systems and tools.

• Experience with forensic accounting, investment reporting or process improvement initiatives.
• Prior experience in a consulting, advisory, or client‑facing accounting role.
• Demonstrated ability to navigate fast‑paced, changing environments with professionalism and composure.

• Baltimore, MD preferred
• Denver, CO;
  Chicago, IL;
  Detroit or St. Clair Shores, MI;
  Akron, Cleveland, Youngstown, OH;
  Philadelphia or Pittsburgh, PA;
  Buffalo or New York City, NY;
  Milwaukee, WI
• Hybrid work environment

Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth‑oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and…