Manager, Family Office

Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.

As a Manager on our Family Office team, you’ll lead engagements that support family office clients, including investment partnerships, trusts, and operating entities. This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision. You’ll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm.

Client Accounting & Advisory

• Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities.
• Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting.
• Provide insights to clients beyond just historical reporting by drawing conclusions from financial data
• Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities.
• Provide insights into accounting for investment structures, capital allocations, and intercompany transactions.
• Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions.
• Drive process improvements and technology adoption to enhance accuracy, efficiency, and client satisfaction across accounting systems and reporting workflows.

Leadership & Team Development

• Supervise, coach, and develop associates and senior associates within the Family Office team.
• Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables.
• Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships.
• Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment.

Strategic Initiatives & Process Innovation

• Evaluate and implement new technologies, tools, and approaches to streamline delivery and improve reporting efficiency for clients and the firm.
• Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements.
• Analyze complex financial and operational data to provide actionable insights and recommendations for clients.
• Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Family Office practice.

Qualifications

• Bachelor's degree in accounting or related field required; Master’s preferred.
• CPA license or active progress toward CPA eligibility strongly preferred.
• 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.).
• Strong understanding of accounting principles and experience in or interest and willingness to learn accounting for investments
• Ability to navigate the accounting complexities of family office and investment focused clients
• Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities.
• Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients.
• Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage Intacct.
• Strong technology mindset with experience in adopting new systems and tools.

Preferred Experience

• Experience with investment reporting, process improvement, or forensic accounting initiatives.
• Prior experience managing technical or project-based teams.
• Prior experience in a consulting, advisory, or client-facing accounting role.
• Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure.

Locations

• Baltimore, MD or Cleveland OH preferred
• Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI  
• Hybrid work environment  

#LifeatCohen

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! 

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 & Co, we don't stop 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!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture
• Experienced Hire 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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