Assurance Senior Manager or Managing Director, Registered Funds

Discover #LifeatCohen. Here at Cohen & Co, our Leadership Team drives the firm's strategy and culture, living out our foundational principles to help empower employees and serve clients. We have an exceptional opportunity for a seasoned Assurance professional to join Cohen & Co as a Senior Manager or Managing Director. This pivotal role will support and lead our Registered Funds practice as we strive to continue to be an Employer of Choice for Registered Funds Auditors. If you’re ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you! 

Business Development:

• Responsible for strategy and growth of the firm’s services to Registered Funds, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans
• Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders – coordinating to align skills with market trends and drive strategic technical leadership hires

Client Experience:

• Technical excellence in audit and accounting matters for Registered Funds
• Develop/enhance a comprehensive audit approach to meet the needs of Registered Funds clients
• Adjust client pricing, strategy, and services as necessary
• Evaluate engagement performance and metrics
• Provide leadership to the annual client continuance process, focused on the client relationship and smooth transitions when required

Leadership, Mentorship & Staff Development:

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with
• Be growth oriented and work towards building a leveraged model, when appropriate
• Provide mentoring and motivation to the team, including developing young leaders via active contribution to training and development
• Exhibit forward thinking, innovation, and delivering an exceptional work product

Technical:

• Perform Senior Manager or Managing Director, assurance reviews and signoff
• Serve as a go-to resource for technical questions or knowledge
• Act as a technical and/or business leader both internally and externally
• Be a student of the Firm, drawing in technical expertise from across the Firm to support pursuits when needed

Required: 

• Bachelor’s degree required
• CPA license required
• Experience working on investment-based clients (L3 valuation and/or closed end interval funds is preferred)
• 10+ years of progressive experience within audit, preferably in a public accounting firm and including leadership experience with a consistent record of accomplishment and accountability

Location: 

• Chicago, IL; Baltimore, MD; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo, NY; Milwaukee, WI; Denver, CO; Remote
• 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!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $110,000 - $250,000*

*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 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, and so much more! 

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. 

#LI-PROMO 

#LI-Hybrid