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What Youāll DoĀ
Are you a detail-oriented accounting professional who thrives in a dynamic, fast-paced environment? As anĀ Experienced StaffĀ within ourĀ Family OfficeĀ (Business & Accounting) team, you 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.Ā
You will serve as a key team contributor, acting as a bridge between leadership andĀ less experienced team members, while helping to manage workflows, troubleshooting issues, and keep client deliverables on track.Ā
Client Support & Operational ExecutionĀ
Support a high-touch, dynamicĀ client environment, assisting with day-to-day accounting and operational needsĀ
Act as a liaison between leadership andĀ less experienced team members, ensuring smooth communication and workflow executionĀ
Assist with client payments, transaction processing, and financial activity trackingĀ
Draft and support client communications, including emails and status updatesĀ
Provide support across multiple clients, rather than owning a single engagementĀ
Accounting, Reporting & ReviewĀ
Perform and support QuickBooks accountingĀ or similar software, including reconciliations and financial reportingĀ
Assist with review work, ensuring accuracy and completeness of financial dataĀ
Work with brokerage statements and investment-related accounting, including alternative investmentsĀ
Help identify and resolve discrepancies through hands-on troubleshooting and problem-solvingĀ
Maintain strong attention to detail while managing competing prioritiesĀ
Workflow Management & Problem SolvingĀ
Proactively anticipate incoming work and help manage deadlinesĀ
Step in to troubleshooting issues and resolve day-to-day challenges across engagementsĀ
Adapt quickly to changing priorities and client needsĀ
Support process improvements to enhance efficiency and service deliveryĀ
Who You AreĀ
QualificationsĀ
Bachelorās degree in accounting, Finance, or a related field preferredĀ
1ā5+ years of experience in accounting, bookkeeping, or family office environmentsĀ
Strong QuickBooks and Excel skills requiredĀ
Experience with general corporate and personal accountingĀ
Exposure to investment accounting or brokerage statement analysis preferredĀ
Ability to work in the U.S. without the need for employer sponsorshipĀ
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Preferred BackgroundĀ
Experience in a family office or single-family office environment preferredĀ
Exposure to Office of the CFOātype services or outsourced accounting environmentsĀ
Familiarity supporting high-net-worth individuals or closely held businessesĀ
Comfortable working in roles with varying levels of client interactionĀ
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Key Skills & AttributesĀ
Strong attention to detail and review orientationĀ
Excellent problem-solving and critical thinking skillsĀ
Ability to adapt quickly and manage shifting prioritiesĀ
Strong written and verbal communication skillsĀ
Proactive mindset with the ability to take initiative and work independentlyĀ
Who We Are
#LifeatCohen
Sure, we like numbers. (But weāll 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 āgreat people firstā by:
- Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
- Offering a comprehensive and competitive Total RewardsāÆpackage, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, 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 so much more!āÆ
Learn More About Us!
- Discover our Passion, Purpose & Expertise
- Learn more about our Firm's culture
Estimated Base Range:
$60,000 - 80,000*
*Base compensation offered to candidates are 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.
Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.
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