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.
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
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
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:
*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.
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.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Cohen & Co Advisory, LLC is a professional services firm providing accounting, tax, and consulting services.