Experienced Staff Accountant, Family Office

Cohen & Co•Towson, MD

1d•$60,000 - $85,000•Hybrid

About The Position

Are you an accounting professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Staff Accountant in our Family Office group, you will support the day-to-day accounting operations and reporting for ultra-high-net-worth individuals and their related entities. This role offers the opportunity to work with sophisticated clients who value excellence, precision, and trusted financial insight. You’ll gain hands-on experience supporting complex financial structures while developing strong technical accounting skills in a collaborative and client-focused environment. If you enjoy working with detailed financial data, supporting operational excellence, and contributing to process improvements, this is a great opportunity to grow your career within a dynamic team. Family Office Accounting & Operations Assist with accounting and financial reporting for ultra-high-net-worth individuals and their related entities Maintain general ledgers across multiple business and investment entities Support monthly and year-end close processes, including financial statement preparation Prepare reconciliations of cash and other balance sheet accounts Assist with accounting for investment activity and related reporting Accounts Payable & Financial Administration Process vendor invoices and support approval and payment workflows Maintain accurate records of financial transactions and supporting documentation Assist with tracking and recording investment-related transactions as needed Ensure accuracy and completeness of financial data across accounting systems Process Improvement & Documentation Create and maintain clear documentation for accounting processes and assigned tasks Identify opportunities to improve workflows, reporting processes, and operational efficiency Support implementation of process improvements and best practices across the team Assist with additional projects and responsibilities as assigned Who You Are

Requirements

Bachelor’s degree in Accounting or related field
Strong attention to detail, analytical thinking, and problem-solving abilities
Excellent written and verbal communication skills
Proficiency with Excel and accounting software such as QuickBooks Enterprise
Ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment
Strong technology mindset and willingness to learn new systems

Nice To Haves

Experience working with family office or investment clients
Experience with accounting for investments, including private equity or hedge funds
Experience with investment reporting and reconciling investment accounts

Responsibilities

Assist with accounting and financial reporting for ultra-high-net-worth individuals and their related entities
Maintain general ledgers across multiple business and investment entities
Support monthly and year-end close processes, including financial statement preparation
Prepare reconciliations of cash and other balance sheet accounts
Assist with accounting for investment activity and related reporting
Process vendor invoices and support approval and payment workflows
Maintain accurate records of financial transactions and supporting documentation
Assist with tracking and recording investment-related transactions as needed
Ensure accuracy and completeness of financial data across accounting systems
Create and maintain clear documentation for accounting processes and assigned tasks
Identify opportunities to improve workflows, reporting processes, and operational efficiency
Support implementation of process improvements and best practices across the team
Assist with additional projects and responsibilities as assigned