Assurance Manager - Investment Management Clients - Cohen & Company

Cohen & Company

Certified Public Accountants 

We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team!

• Experience working on audit engagements with investment management clients (ex. Registered Investment Advisors)
• 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 client

• 4-6 years of progressive audit experience in public accounting
  •  Preferred experience with investment management clients (ex. Registered Investment Advisors).
• CPA license required

About Cohen & Company 

Named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. 

This potential opportunity is not available for residents of California.

Estimated Salary Range:  $85,000 - 155,000* 

*Salaries 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 & Company, 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, and so much more! 

Learn more about us: 

• Cohen & Company: cohencpa.com
• Careers: cohencpa.jobs

#LifeatCohen

At Cohen & Company, 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 “great people first” by:

• Championing the importance of diversity, equity and inclusion;
• Embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, 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!  

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 & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team; see policy here.