Experienced Associate, Family Office

Overview

Experienced Staff within our Family Office (Business & Accounting) team will support a high-touch client environment by providing day-to-day accounting, reporting, and operational support across multiple clients. This role requires strong technical skills, adaptability, and a proactive mindset to help manage evolving client needs while ensuring accuracy and responsiveness.

• Support a high-touch, dynamic client environment, assisting with day-to-day accounting and operational needs
• Act as a liaison between leadership and less experienced team members, ensuring smooth communication and workflow execution
• Assist with client payments, transaction processing, and financial activity tracking
• Draft and support client communications, including emails and status updates
• Provide support across multiple clients, rather than owning a single engagement
• Perform and support Quick Books accounting or similar software, including reconciliations and financial reporting
• Assist with review work, ensuring accuracy and completeness of financial data
• Work with brokerage statements and investment-related accounting, including alternative investments
• Help identify and resolve discrepancies through hands-on troubleshooting and problem-solving
• Maintain strong attention to detail while managing competing priorities
• Proactively anticipate incoming work and help manage deadlines
• Step in to troubleshoot issues and resolve day-to-day challenges across engagements
• Adapt quickly to changing priorities and client needs
• Support process improvements to enhance efficiency and service delivery

• Who You Are
• Bachelor’s degree in accounting, Finance, or a related field preferred
• 1–5+ years of experience in accounting, bookkeeping, or family office environments
• Strong Quick Books and Excel skills required
• Experience with general corporate and personal accounting
• Exposure to investment accounting or brokerage statement analysis preferred
• Ability to work in the U.S. without the need for employer sponsorship

• Preferred Background
• Experience in a family office or single-family office environment preferred
• Exposure to Office of the CFO–type services or outsourced accounting environments
• Familiarity supporting high-net-worth individuals or closely held businesses
• Comfortable working in roles with varying levels of client interaction

• Key Skills & Attributes
• Strong attention to detail and review orientation
• Excellent problem-solving and critical thinking skills
• Ability to adapt quickly and manage shifting priorities
• Strong written and verbal communication skills
• Proactive mindset with the ability to take initiative and work independently

We are committed to an inclusive, growth-oriented culture and value diverse backgrounds and perspectives. Our foundation emphasizes placing great people first and supporting employee development and well-being.

Estimated Base Range: $60,000 - 80,000

• Base compensation is determined based on factors such as relevant skillset, experience, licensure, certifications, job responsibilities, geography, market considerations, and organizational needs.
• We offer a comprehensive Total Rewards package designed to meet individual needs, including time off beyond standard PTO to recharge and 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.

Note:

Agency recruiters may not submit unsolicited candidate information or resumes to Cohen & Co employees without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.