Accounting Advisory Solutions Manager

What You'll Do

Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.

As a Manager on our Accounting Advisory Solutions (AAS) team, you’ll lead engagements that support family office and investment clients
, including private equity funds
, hedge funds
, and operating entities
. This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision. You’ll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm.

• 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 this 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,…