Manager, Family Office

What You'll Do

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.

Who You Are

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  

Who We Are

#LifeatCohen