2-4 years of progressive audit experience in public accounting
Preferred experience with investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds)
CPA license or in progress required
Strong interpersonal and communication skills
Responsibilities
Lead audit engagements for financial clients, focusing on investment funds
Prepare and review annual audit reports while liaising between managers and audit staff
Conduct audits to assist clients during the financial reporting process
Train and support audit staff throughout engagements
Ensure compliance with relevant accounting standards
Benefits
Comprehensive Total Rewards package with customizable options
Additional time off beyond standard PTO for personal recharge and community service
Annual discretionary merit increases and bonuses
Access to talent development resources to foster growth opportunities
Hybrid work environment across several major cities
Full Job Description
We are seeking an experienced Senior 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-trade funds, closed-end funds, and collective investment trusts
Prepare and review of 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
Who You Are
Required:
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
Location:
Cleveland, OH; Chicago, IL; Milwaukee, WI, New York, NY; Philadelphia, PA; Denver, CO
Hybrid work environment
Estimated Base Range: $70,000 - 100,000
*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.
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
