Assurance Senior, Registered Funds

Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top‑quality products and guidance to our clients. We’ve been named the 3rd largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced Senior with a background in serving investment company industry clients to join our team.

If you are ready to work in a people‑first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you!

• Audit engagements for financial industry clients, specifically mutual funds, exchange‑trade funds, closed‑end funds, and collective investment trusts
• Prepare and review the annual audit reports, act as a direct liaison with the managers, audit staff, and other related parties
• Conduct audits and assist the client through the financial reporting process
• Train and support audit staff accountants through engagement

• Bachelor’s degree required
• 2‑4 years of progressive audit experience in public accounting
• Experience working on investment‑based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
• CPA license or working towards CPA required

• Cleveland, OH;
  Chicago, IL;
  Milwaukee, WI;
  New York, NY;
  Philadelphia, PA;
  Denver, CO
• Hybrid work environment

• Offering a comprehensive and competitive Total Rewards package that allows each employee to use the benefits that best suits their needs, including 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, and more.

Estimated Base Range: $70,

Base compensation offered to candidates is determined based on factors such as candidate’s relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don’t stop at setting ourselves apart by offering competitive base compensation. As part of our ‘great people first’ foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities.

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.