Accounting Advisory Solutions Manager

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 Accounting Advisory Solutions (AAS) team, you’ll lead engagements that support family office and investment clients, including private equity funds, hedge funds, 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 this 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. 

• Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows. 

 

Leadership & Team Development 

• Supervise, coach, and develop associates and senior associates within the AAS 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 

• Lead initiatives to improve accounting processes, workflows, and reporting efficiency for clients and the firm. 

• Evaluate and implement new technologies, tools, and approaches to enhance accuracy and streamline delivery. 

• 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 Accounting Advisory Solutions 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 U.S. GAAP and investment accounting principles. 

• Demonstrated experience with family office and investment clients, including private equity, hedge funds, and/or investment entities. 

• 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. 

• Strong technology mindset with experience in adopting new systems and tools. 

 

 

Preferred Experience 

• Experience with forensic accounting, investment reporting, or process improvement initiatives. 

• Prior experience in