Experienced Associate, Family Office

What you’ll do

Are you an accounting professional looking to take the next step in your career? At Cohen & Co we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As an Experienced Associate in our Family Office group, you will support the day‑to‑day accounting operations and reporting for ultra‑high‑net‑worth individuals and their related entities. This role offers the opportunity to work with sophisticated clients who value excellence, precision, and trusted financial insight.

You’ll gain hands‑on experience supporting complex financial structures while developing strong technical accounting skills in a collaborative and client‑focused environment. If you enjoy working with detailed financial data, supporting operational excellence, and contributing to process improvements, this is a great opportunity to grow your career within a dynamic team.

• Assist with accounting and financial reporting for ultra‑high‑net‑worth individuals and their related entities
• Maintain general ledgers across multiple business and investment entities
• Support monthly and year‑end close processes, including financial statement preparation
• Prepare reconciliations of cash and other balance sheet accounts
• Assist with accounting for investment activity and related reporting

• Process vendor invoices and support approval and payment workflows
• Maintain accurate records of financial transactions and supporting documentation
• Assist with tracking and recording investment‑related transactions as needed
• Ensure accuracy and completeness of financial data across accounting systems

• Create and maintain clear documentation for accounting processes and assigned tasks
• Identify opportunities to improve workflows, reporting processes, and operational efficiency
• Support implementation of process improvements and best practices across the team
• Assist with additional projects and responsibilities as assigned

• Bachelor’s degree in Accounting or related field
• Strong attention to detail, analytical thinking, and problem‑solving abilities
• Excellent written and verbal communication skills
• Proficiency with Excel and accounting software such as Quick Books Enterprise
• Ability to manage multiple priorities and meet deadlines in a fast‑paced, client‑focused environment
• Strong technology mindset and willingness to learn new systems

• Experience working with family office or investment clients
• Experience with accounting for investments, including private equity or hedge funds
• Experience with investment reporting and reconciling investment accounts

• Baltimore, MD
• Hybrid work environment

Estimated Base Range: $60,000 – $80,000
Base compensation offered to candidates is determined based on factors such as relevant skillset, experience, licensure, certifications, job responsibilities, geography, market considerations, and organizational needs. As part of our "great people first" principle, we offer a comprehensive Total Rewards package that allows each employee to design a package that best suits their needs. This includes time off beyond standard PTO to give back to the community, annual discretionary merit increases and bonuses, and talent development resources.

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.