Experienced Associate, Family Office
Cohen & Co AdvisoryWhat You’ll Do
Are you a detail-oriented accounting professional who thrives in a dynamic, fast-paced environment? As an Experienced Staff within our Family Office (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.
You will serve as a key team contributor, acting as a bridge between leadership and less experienced team members, while helping to manage workflows, troubleshooting issues, and keep client deliverables on track.
Available Locations: 1) Cleveland, OH 2) Baltimore, MD and 3) Pittsburgh, PA
Client Support & Operational Execution
- Support a high-touch, dynamic client environment, assisting with day-to-day accounting and operational needs
- Act as a liaison between leadership and less experienced team members, ensuring smooth communication and workflow execution
- Assist with client payments, transaction processing, and financial activity tracking
- Draft and support client communications, including emails and status updates
- Provide support across multiple clients, rather than owning a single engagement
Accounting, Reporting & Review
- Perform and support QuickBooks accounting or similar software, including reconciliations and financial reporting
- Assist with review work, ensuring accuracy and completeness of financial data
- Work with brokerage statements and investment-related accounting, including alternative investments
- Help identify and resolve discrepancies through hands-on troubleshooting and problem-solving
- Maintain strong attention to detail while managing competing priorities
Workflow Management & Problem Solving
- Proactively anticipate incoming work and help manage deadlines
- Step in to troubleshooting issues and resolve day-to-day challenges across engagements
- Adapt quickly to changing priorities and client needs
- Support process improvements to enhance efficiency and service delivery
Who You Are
Qualifications
- Bachelor’s degree in accounting, Finance, or a related field preferred
- 1–5+ years of experience in accounting, bookkeeping, or family office environments
- Strong QuickBooks and Excel skills required
- Experience with general corporate and personal accounting
- Exposure to investment accounting or brokerage statement analysis preferred
- Ability to work in the U.S. without the need for employer sponsorship
Preferred Background
- Experience in a family office or single-family office environment preferred
- Exposure to Office of the CFO–type services or outsourced accounting environments
- Familiarity supporting high-net-worth individuals or closely held businesses
- Comfortable working in roles with varying levels of client interaction
Key Skills & Attributes
- Strong attention to detail and review orientation
- Excellent problem-solving and critical thinking skills
- Ability to adapt quickly and manage shifting priorities
- Strong written and verbal communication skills
- Proactive mindset with the ability to take initiative and work independently
Who We Are
Sure, we like numbers. (But we’ll 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 “great people first” 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 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!
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.