We are seeking an experienced manager with a background in the 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!
Commitments :- Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
- Assume full responsibility for planning, supervising, and completing projects
- Managing day-to-day client relationships
- Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
- Balance and effectively deliver on multiple projects under restrictive time constraints
- Develop an understanding of client's business and industry and routinely seek information from the client regarding their needs and concerns
- Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients
Required: - Bachelor's degree required
- Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
- 4-6 years of progressive audit experience in public accounting
- CPA license required
Location: - Akron, OH; Chicago, IL; Cleveland, OH; Denver, CO; Milwaukee, WI; New York, NY; Philadelphia, PA; Youngstown, OH
- Hybrid work environment
Estimated Base Range: $85,000 - 125,000
*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.
