Jobs at Cohen & Co

Leads early-career and campus recruiting initiatives, including career fairs, university partnerships, internship program coordination, candidate review, interview debriefs, and recruiting administration. Builds relationships with students, faculty, and career services professionals while strengthening employer branding and intern conversion. Ensures positive candidate and intern experiences, collaborates with business and HR partners, and supports continuous program improvement.

Partners with Advisory or Assurance leaders to align talent strategy, workforce planning, performance management, compensation, employee relations, engagement, and organizational change with firm priorities. Supports partner, M&A, and new-hire integration while using workforce data to guide decisions. Coaches managers, strengthens leadership capability, oversees onboarding, and addresses complex employee matters across U.S. and global operations.

Prepare and review complex individual, trust, estate, gift, and partnership tax returns for high-net-worth clients. Support tax planning, projections, technical research, and compliance across investments, equity compensation, and wealth transfer. Communicate directly with clients, manage multiple deadlines, mentor staff, review work, and collaborate with managers on engagement planning and workflow.

Reviews and records vendor invoices, maintains vendor and accounts payable records, resolves discrepancies, processes checks and ACH payments, supports 1099 reporting and reconciliations, and ensures compliance with internal controls. The role collaborates with accounting teams, clients, and vendors while identifying process improvements and maintaining accurate documentation.

Supports asset management industry marketing and business development through growth planning, event sponsorships, lead generation, thought leadership, website and collateral oversight, competitor research, CRM tracking, internal communications, and client experience initiatives. The role collaborates with market leaders, business development, and firmwide marketing teams to manage campaigns, relationships, proposals, and strategic go-to-market activities.

Supports compensation, benefits, recognition, wellness, and total rewards administration. Conducts market pricing, benchmarking, reporting, workforce analytics, compensation planning, benefits enrollment, vendor coordination, compliance activities, and HRIS data management. Partners with employees, leaders, payroll, finance, legal, and People teams while supporting Workday optimization and continuous improvement across a global workforce.

Leads business development and opportunity origination for Advisory services by identifying target accounts, building executive and referral relationships, generating qualified opportunities, and managing consultative sales pursuits. Coordinates partners and subject matter experts through discovery, solution positioning, proposals, negotiations, and closing. Maintains Salesforce pipeline accuracy, forecasts revenue, drives follow-up, and achieves business development objectives while serving middle-market and private equity-related organizations.

Leads complex tax compliance and advisory engagements for high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses. Provides tax planning, wealth preservation, estate and succession guidance, manages client relationships, reviews deliverables, mentors tax professionals, and supports practice development.

Leads end-to-end finance transformation engagements covering operating model design, process redesign, ERP and finance technology strategy, AI enablement, change management, and value realization. Manages client relationships, executive communications, engagement quality, business development, and consultant teams. Advises CFO-level stakeholders across finance processes, systems, controls, data, talent, and organizational change while overseeing programs from diagnostic through post-go-live stabilization.

Lead complex business and portfolio valuations, perform financial modeling and analysis, review valuations for audit teams, and prepare client-ready reports. Manage multiple engagements, communicate with stakeholders, participate in client meetings, and provide critical insights. Review work from interns and staff while mentoring team members and advancing valuation expertise and credentials.

Lead end-to-end Sage Intacct implementation projects from discovery through post-implementation support. Serve as the primary client advisor, design and integrate solutions, analyze business processes, guide financial reporting and compliance improvements, migrate historical data, and develop system requirements. Mentor junior consultants, lead complex project delivery, support testing and training, and recommend system optimizations aligned with client needs.

Lead technical accounting consultations and SEC reporting for public and pre-IPO clients, including ASC guidance, SEC filings, SOX 404 compliance, internal control assessments, IPO readiness, client relationship management, and mentoring engagement teams while overseeing budgets, timelines, and deliverables.

Provide technical accounting and financial reporting guidance to renewable energy clients on tax equity, HLBV allocations, ITC/PTC, ASC 606/842, and complex project finance. Lead financial statement preparation and disclosures, manage client relationships, oversee engagement economics and staffing, mentor staff, and support audit readiness and accounting policy implementation.

Lead tax planning, compliance, and consulting for privately held and PE-owned clients. Manage client engagements, supervise engagement teams, deliver tax-structure and buy/sell planning, support business development, and contribute to firm-wide projects to grow the Private Client Services practice.

Support clients with financial reporting and technical accounting: prepare/review financial statements, implement new accounting standards (ASC 842/606/805), research and draft technical memos, assist SEC reporting, perform reconciliations/journal entries, optimize accounting processes, and collaborate with cross-functional teams to deliver client solutions and manage project delivery.

Provide tax strategy and compliance services for closely held businesses and private equity portfolio companies, preparing federal, state, and local returns (C‑Corps, S‑Corps, Partnerships), conducting technical research, advising on tax efficiencies, managing client relationships, and coaching staff to ensure timely, accurate deliverables.

Lead buy- and sell-side financial due diligence engagements for private equity, corporate, and owner-operator clients. Oversee quality-of-earnings, working capital, and cash flow analyses; review complex financials, ensure U.S. GAAP application, prepare transaction reports, and communicate findings. Serve as primary client contact, manage stakeholders, and supervise/coach senior associates and associates to build a high-performing team.

Manage and review complex individual, multi-state, and trust/estate tax filings for high net worth clients. Develop and implement tax planning strategies, serve as a technical advisor, lead client relationships, and mentor staff while ensuring compliance, quality, and coordinated service delivery across teams.

Lead and review complex individual, multi-state, trust, and estate tax compliance and planning for high net worth clients. Provide technical subject-matter expertise, advise on wealth preservation strategies, manage client relationships, mentor team members, and support practice growth and process improvement.