Assurance Senior Manager, Registered Funds

Overview

Cohen & Company 

Certified Public Accountants 

We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team! 

Responsibilities

• Audit engagements for financial industry clients, specifically mutual funds, exchange-trade funds, closed-end funds, and collective investment trusts
• Assume full responsibility for planning, supervising, and completing projects
• Managing day-to-day client relationships
• Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
• Balance and effectively deliver on multiple projects under restrictive time constraints
• Develop an understanding of client’s business and industry and routinely seek information from the client regarding their needs and concerns
• Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients

Qualifications

• Bachelor's degree required
• 8 years of progressive audit experience in public accounting
• Experience working on registered investment fund clients (Mutual Funds, ETFs, CEFs, and CITs) is preferred
• CPA license required

About Cohen & Company 

Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.

Locations: 

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

This potential opportunity is not available for residents of California or New York.

Estimated Salary Range:  $100,000 - $200,000* 

*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 & Company, 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! 

Learn more about us: 

• Cohen & Company: www.cohencpa.com 
• Careers: www.cohencpa.jobs 

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. 

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