Assurance Manager, Registered Funds

Cohen & Co Advisory • Cleveland, OH

18d • $85,000 - $155,000 • Hybrid

About The Position

Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We’ve been named the 4 th largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced manager with a background in the serving investment company industry clients to join our team. If you are ready to work in a people-first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you!

Requirements

• Bachelor's degree required
• 4-6 years of progressive audit experience in public accounting
• CPA license required

Nice To Haves

• Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred

Responsibilities

• Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Manager