Assurance Senior, Registered Funds

Cohen & Co Advisory • Cleveland, OH

13d • $70,000 - $125,000 • 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 Senior 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
• 2-4 years of progressive audit experience in public accounting
• Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
• CPA license or working towards CPA 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-trade funds, closed-end funds, and collective investment trusts
• Prepare and review of the annual audit reports, act as a direct liaison with the managers, audit staff, and other related parties
• Conduct audits and assist the client through the financial reporting process
• Train and support audit staff accountants through engagement

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: Mid Level