Manager, Family Office

What You'll Do

Are you an experienced accounting professional with a passion for client service, analytical problem-solving, and working with dynamic, high-net-worth clients with experience in the investment space? At Cohen & Co, we put people first and foster a culture of collaboration, learning, and growth.

 

As a Manager on our Family Office team, you’ll lead engagements that support family office clients, including investment partnerships, trusts, and operating entities.

This role offers the opportunity to serve as a trusted advisor, provide strategic accounting insight, and work directly with sophisticated clients who value excellence and precision.

You’ll manage day-to-day engagements, guide staff, and help drive process improvements while building the foundation for future leadership opportunities within the firm.

 

Client Accounting & Advisory


* Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities.


* Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S.

GAAP, tax basis, or cash basis accounting.


* Provide insights to clients beyond just historical reporting by drawing conclusions from financial data


* Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities.


* Provide insights into accounting for investment structures, capital allocations, and intercompany transactions.


* Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions.


* Drive process improvements and technology adoption to enhance accuracy, efficiency, and client satisfaction across accounting systems and reporting workflows.

 

Leadership & Team Development


* Supervise, coach, and develop associates and senior associates within the Family Office team.


* Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables.


* Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships.


* Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment.

 

Strategic Initiatives & Process Innovation


* Evaluate and implement new technologies, tools, and approaches to streamline delivery and improve reporting efficiency for clients and the firm.


* Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements.


* Analyze complex financial and operational data to provide actionable insights and recommendations for clients.


* Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Family Office practice.

Who You Are

Qualifications


* Bachelor's degree in accounting or related fi...