Experienced Associate, Family Office

Cohen & Co Advisory • Cleveland, OH

20h • Onsite

About The Position

As an Experienced Staff within our Family Office (Business & Accounting) team, you will support a high-touch client environment by providing day-to-day accounting, reporting, and operational support across multiple clients. This role requires strong technical skills, adaptability, and a proactive mindset to help manage evolving client needs while ensuring accuracy and responsiveness. You will serve as a key team contributor, acting as a bridge between leadership and less experienced team members, while helping to manage workflows, troubleshooting issues, and keep client deliverables on track.

Requirements

• Bachelor’s degree in accounting, Finance, or a related field preferred
• 1 –5+ years of experience in accounting, bookkeeping, or family office environments
• Strong QuickBooks and Excel skills required
• Experience with general corporate and personal accounting
• Exposure to investment accounting or brokerage statement analysis preferred
• Ability to work in the U.S. without the need for employer sponsorship
• Strong attention to detail and review orientation
• Excellent problem-solving and critical thinking skills
• Ability to adapt quickly and manage shifting priorities
• Strong written and verbal communication skills
• Proactive mindset with the ability to take initiative and work independently

Nice To Haves

• Experience in a family office or single-family office environment preferred
• Exposure to Office of the CFO–type services or outsourced accounting environments
• Familiarity supporting high-net-worth individuals or closely held businesses
• Comfortable working in roles with varying levels of client interaction

Responsibilities

• Support a high-touch, dynamic client environment, assisting with day-to-day accounting and operational needs
• Act as a liaison between leadership and less experienced team members, ensuring smooth communication and workflow execution
• Assist with client payments, transaction processing, and financial activity tracking
• Draft and support client communications, including emails and status updates
• Provide support across multiple clients, rather than owning a single engagement
• Perform and support QuickBooks accounting or similar software, including reconciliations and financial reporting
• Assist with review work, ensuring accuracy and completeness of financial data
• Work with brokerage statements and investment-related accounting, including alternative investments
• Help identify and resolve discrepancies through hands-on troubleshooting and problem-solving
• Maintain strong attention to detail while managing competing priorities
• Proactively anticipate incoming work and help manage deadlines
• Step in to troubleshooting issues and resolve day-to-day challenges across engagements
• Adapt quickly to changing priorities and client needs
• Support process improvements to enhance efficiency and service delivery

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