Assurance Senior, Asset Management Group

Cohen & Co • Baltimore, MD

1d • $70,000 - $100,000

About The Position

As an Assurance Senior in Cohen & Co’s Asset Management Group, you will serve as the in-charge on audit engagements for financial services clients, including hedge funds, private funds, and digital assets. You will work closely with Managers and Partners to deliver high-quality, timely service while managing day-to-day fieldwork, developing your knowledge of the sector, and supporting the growth of the practice.

The role includes planning and performing audit procedures, including complex and judgmental areas such as investment valuation and fair value testing. You will manage engagement timelines, budgets, and deliverables from planning through fieldwork and wrap-up, while balancing multiple engagements and keeping the Manager informed of progress and issues.

You will develop an understanding of each client’s business, investment strategies, and industry; communicate with client personnel to gather information and resolve issues; and build strong working relationships. You will also supervise, train, and coach Staff, provide timely feedback, and review their workpapers for technical accuracy and quality before Manager review.

Cohen & Co describes its culture as inclusive and growth-oriented, grounded in the principle of “great people first.” The firm offers a comprehensive and competitive Total Rewards package, including time off beyond standard PTO, annual discretionary merit increases and bonuses, and talent development resources. Base compensation is estimated at $70,000–$100,000; actual compensation depends on factors such as skills, experience, licensure, certifications, responsibilities, geography, market considerations, and organizational needs.

Requirements

• Bachelor’s degree.
• At least 3 years of public accounting audit experience, including experience auditing hedge funds.
• CPA license or actively pursuing CPA.
• Public accounting experience in Financial Services, including hedge funds, private funds, and/or digital assets.
• Strong verbal and written communication skills.
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment.

Nice To Haves

• Experience in a national or Big 4 public accounting firm.
• Prior experience auditing private funds and/or digital assets clients.
• Experience supervising and training Staff-level professionals.

Responsibilities

• Serve as the in-charge on audit engagements for financial industry clients, including hedge funds, private funds, and digital assets.
• Work with the engagement Manager and Partner to understand and meet client expectations and deliverables.
• Plan and perform audit procedures, including work in complex and judgmental areas such as investment valuation and fair value testing.
• Manage engagement timelines, budgets, and deliverables from planning through fieldwork and wrap-up.
• Balance multiple engagements under tight deadlines and keep the Manager informed of progress and issues.
• Develop an understanding of each client’s business, investment strategies, and industry.
• Communicate with client personnel to gather information, resolve issues, and provide a high level of service.
• Build strong working relationships with client contacts during fieldwork.
• Supervise, train, and coach Staff on engagements, providing on-the-job guidance and timely feedback.
• Review Staff workpapers for technical accuracy and quality before Manager review.
• Contribute to a collaborative, high-performance team environment.

Benefits

• Comprehensive and competitive Total Rewards package.
• Time off beyond standard PTO, including time to recharge and give back to the community.
• Annual discretionary merit increases and bonuses.
• Talent development resources and growth opportunities.

What This Job Offers

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