Experienced Associate, Family Office

What You'll Do

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 an Experienced Associate 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

Required Qualifications 


* 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 

 

Preferred Qualifications 


* Experience working with family office or investment clients 



* Experience with accounting for investments, including private equity or hedge funds 



* Experience with investment reporting and rec...