Cohen & Company jobs in Akron, OH - 58 jobs

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 Accounting Advisory Solutions Experienced Staff, Real Estate Industry Clients, you'll work directly with real estate clients to support complex accounting and financial reporting needs. You'll assist with technical accounting, financial reporting, and day-to-day accounting operations while developing your expertise in diverse business environments. This role offers the opportunity to build strong technical skills, contribute to high-impact client projects, and grow alongside experienced advisors in a collaborative, dynamic setting. Client & Team Interaction Serve as a key member of a small, tight-knit real estate advisory group. Collaborate with pod members, internal teams, and clients to ensure timely, accurate deliverables. Support clients using Sage Intacct and Yardi for accounting processes. Accounting & Bookkeeping Manage recurring monthly tasks for multiple clients, including: Bank reconciliations Credit card reconciliations Accounts receivable and accounts payable processing Perform monthly and quarter-end close processes. Prepare quarterly financial statements. Prepare documentation and schedules for audit readiness. Reconcile accounts, review transactions, and ensure data accuracy. Process & Technology Leverage Sage Intacct and Yardi for client accounting and reporting. Adapt quickly to evolving processes and systems. Contribute to improving efficiency and organization within the team. Who You Are Qualifications: Bachelor's degree in Accounting CPA certification preferred but not required At least 1 year of accounting experience, with an emphasis on financial reporting and general ledger management Experience in the commercial real estate industry is preferred Strong understanding of accounting principles and month-end close processes Excellent analytical and problem-solving skills Proficient in accounting softwares and Microsoft Office Suite Strong communication and interpersonal skills Ability to manage multiple tasks and meet deadlines Location Chicago, IL; Cleveland, OH; Deer Park, IL Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $60,000-$85,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

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 field required; Master's preferred. CPA license or active progress toward CPA eligibility strongly preferred. 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.). Strong understanding of accounting principles and experience in or interest and willingness to learn accounting for investments Ability to navigate the accounting complexities of family office and investment focused clients Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities. Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients. Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage Intacct. Strong technology mindset with experience in adopting new systems and tools. Preferred Experience Experience with investment reporting, process improvement, or forensic accounting initiatives. Prior experience managing technical or project-based teams. Prior experience in a consulting, advisory, or client-facing accounting role. Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure. Locations Baltimore, MD or Cleveland OH preferred Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Estimated Salary Range: $85,000-155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Assurance: Get involved in real audit work, perform testing, assist with reporting, and ensure compliance across various engagements. Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early January - end of March 2027 Internship Schedule: Full-time (40+ hours/week may be required during busy season, including Saturdays) or part-time (minimum 20-25 hours/week required) opportunities available Who You Are Required: Degree: Pursuing Bachelor's or Master's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Denver, CO | Milwaukee, WI | Youngstown, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's Culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do Cohen & Co is seeking a strategic and hands-on Director of Total Rewards and People Operations Services to lead the firm's compensation, benefits, payroll, and people operations infrastructure. This leader will design a competitive, data-driven, and financially responsible total rewards strategy that aligns with our growth agenda, professional services model, and culture of excellence. Reporting to the Chief People Officer and partnering closely with the COO, Finance, Service Line Leaders, Legal, and internal committees, this role will be instrumental in scaling our programs and systems-particularly as we implement Workday HCM. The ideal candidate brings analytical rigor, operational discipline, and a steady leadership presence with the ability to balance strategic vision and tactical execution. Total Rewards Develop and lead a comprehensive total rewards strategy aligned with firm goals, professional services norms, and Cohen's culture, serving as a trusted advisory to the Chief People Office and People & Culture team, COO, Service Line Leaders, Finance team, and relevant internal committees Design and manage compensation programs including base pay, bonus programs, long-term incentive structures, and partner-aligned compensation models. Oversee equity-related administration, including tracking, reporting, compliance, and coordination with Finance and Legal. Lead annual compensation cycles including salary benchmarking, job architecture, incentive planning, and compensation budgeting. Oversee benefits design and administration ensuring competitiveness, compliance, and an excellent employee experience. Partner with Finance, Legal, and HR leadership to ensure integrated, compliant, and data-driven rewards strategies. Partner with business and Go-To-Market leaders to evaluate incentive frameworks that support performance and revenue growth. Monitor industry trends and regulatory requirements to maintain competitive and compliant programs. People Operations Services Lead all aspects of People Operations including compliance, policies, onboarding/offboarding, and process execution. Oversee payroll operations ensuring accuracy, timeliness, and compliance across multiple jurisdictions. Partner with Finance and Legal on tax, regulatory, and employment matters. Drive operational excellence and consistency in People Operations delivery. People Systems and Data Own the firm's Workday HCM management and ongoing system optimization. Lead the people systems roadmap, data governance, and reporting infrastructure. Ensure reliable people analytics to support workforce planning and leadership decisions. Partner with Finance, IT, and vendors to deliver scalable and integrated systems. Leadership and Partnership Serve as a strategic advisor to the CPO and senior leadership on total rewards, workforce planning, and organizational scale. Engage with executive leaders and Service Line Leaders to ensure alignment between compensation, performance, and business priorities. Lead, coach, and develop a high-performing Total Rewards and People Operations team while fostering operational excellence, innovation, and inclusion. Bring a hands-on, pragmatic approach to building and maturing programs in a dynamic, evolving environment. Support preparation of compensation program summaries and materials for partner groups, committees, and leadership discussions. Who You Are Required Bachelor's degree required 10+ years progressive experience in Total Rewards and People Operations 5+ years in leadership roles overseeing compensation, benefits, payroll, and HR systems Expertise in compensation design, incentive structures, benefits compliance, payroll, and people data governance Experience managing HR technologies and building scalable processes Strong analytical capability, project leadership, and comfort operating in environments with evolving priorities Collaborative, thoughtful, and proactive leadership style with a focus on operational excellence Experience implementing or managing Workday HCM Preferred Professional services experience Locations Chicago, IL; Cleveland, OH; Philadelphia, PA; Milwaukee, WI; Baltimore, MD In office 4x per week Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Estimated Salary Range: $160,000 to $180,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do Join our growing Assurance team at Cohen & Co! Our national Assurance Practice is recognized throughout the U.S. for our expertise and technical ability to provide top-quality products and guidance to our clients. We are seeking an experienced Senior with a background in serving manufacturing clients to join our team. If you are ready to work in a people-first culture where your passion for service and expertise in accounting can make a meaningful impact, we want to hear from you! Commitments: Audit engagements for privately held clients Prepare and review of the annual audit reports, act as a direct liaison with the managers, audit staff, and other related parties Conduct audits and assist the client through the financial reporting process Train and support audit staff accountants through engagement Who You Are Required: Bachelor's degree in Accounting/ Business required 2-5 years of progressive audit experience with a public accouting firm. CPA license or working towards CPA designation is required Preferred: Excellent project management, teamwork and interpersonal skills Strong verbal and written communication skills Ability to work both independently, with little supervision and within a team environment Excellent client service skills with an aptitude to understand the clients' business and maintain strong client relationships Location: Hybrid work environment based out of one of our Firm offices Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $70,000 - 115,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Day in the Life: Family Office: Experience real client work by assisting with a variety of tax return preparation assignments and gain exposure to the comprehensive suite of services provided to ultra high net worth individuals and families Build Relationships: Connect with peers, mentors, and engagement teams via client work, firm events, and internship program experiences Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service - choose what inspires you most! Internship Commitments: Internship Length: Early January - late March 2027 Internship Schedule: Full-time (40+ hours/week may be required during busy season, including Saturdays) or part-time (minimum 20-25 hours/week) opportunities available Who You Are Required: Degree: Pursuing Bachelor's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.5 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Cleveland, OH Full-time in-office Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do At Cohen & Co, our People & Culture (P&C) Business Partners serve as the connective tissue between our service lines and the broader P&C organization. We align people strategies with firm priorities, ensuring that decisions about talent, structure, and leadership directly support firm growth and client excellence. Embedded within our service line and Corporate Shared Services teams, P&C Business Partners anticipate needs before they surface, bring data and discipline to workforce decisions, and help leaders operate with greater clarity, consistency, and speed. They collaborate closely with colleagues across Talent Acquisition, Talent Operations, Talent Development, and Talent Deployment, as well as firm leadership. This is a high-impact, relationship-driven role for someone who thrives on strategy, influence, and operational excellence - and who brings a strong understanding of professional services environments. Key areas of focus: Talent Management • Build talent strategies that identify emerging leaders, address skill gaps, and ensure a ready succession bench. • Guide performance and development conversations that elevate standards, strengthen accountability, and advance growth. • Partner with the Talent Development team to align learning priorities with business capability needs. • Equip future leaders through targeted coaching, exposure, and career planning. Engagement and Culture • Translate engagement and stay-interview insights into targeted actions that strengthen connection, performance, and retention. • Lead integration of new hires, lateral partners, and M&A teams to align expectations and reinforce culture. • Oversee onboarding and integration across U.S. and global operations to create one connected employee experience. Change and Integration • Help teams navigate organizational shifts, process redesigns, and technology adoption, including Workday. • Partner with Deployment Specialists to clarify roles, rebalance work, and minimize disruption. Deployment and Workforce Planning • Partner with service lines and Deployment leaders to align capacity, client demand, and staffing priorities. • Anticipate workforce needs to ensure work is allocated equitably and talent is deployed where it drives the most leverage. • Provide leaders with workforce insights that sharpen planning and strengthen decision quality. Performance Management and Manager Coaching • Ensure clarity around goals, expectations, and success measures. • Develop managerial capability to provide timely, actionable feedback and coach for performance. • Drive consistency and follow-through in review and development cycles. • Use performance data to identify strengths, risks, and targeted interventions. Compensation and Recognition • Steward annual compensation, promotion, and bonus cycles to ensure fairness, transparency, and alignment with performance. • Deliver data-driven insights that support pay decisions, recognition, and retention. Employee Relations • Address performance or conduct issues through coaching, development, or formal action. • Provide guidance on complex employee matters. • Help leaders balance empathy with accountability. • Identify systemic issues and recommend solutions that strengthen trust and communication. • Analyze employee concern data to inform broader P&C initiatives Partner/MD Integration • Accelerate new partner integration by ensuring clarity of expectations, visibility with key leaders, and early business contribution. • Serve as a bridge between P&C, service lines, and leadership to ensure integration follows a structured, consistent plan. • Provide coaching and feedback throughout the first year to support relationship-building and firm engagement. • Capture insights from each integration to continuously refine the partner onboarding model. M&A Integration • Support the work of due diligence, assessing team structures, key roles, and retention risks. • Guide onboarding, communication, and change planning to help new teams understand the firm's culture, standards, and expectations. • Identify and address talent gaps early to protect client continuity and team stability. • Monitor integration progress post-close, ensuring leaders have the tools and support to sustain performance and engagement. Who You Are Required Qualifications Bachelor's degree in Human Resources, Business Administration, or related field 10+ years of progressive HRBP Strong preference for experience in a professional services or public accounting environment Demonstrated success advising senior leaders on talent strategy, organizational design, and employee relations Strong understanding of performance management, compensation cycles, and workforce planning Proven ability to use data and insights to drive decisions Exceptional communication, influencing, and relationship-building skills Nice to Haves Experience supporting multi-office or international operations Familiarity with Workday SHRM-SCP, SPHR, or equivalent certification Experience in M&A integration or partner/MD onboarding Locations Chicago, IL; Cleveland, OH; Philadelphia, PA; Milwaukee, WI; Baltimore, MD Required in office 4x per week Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Estimated Salary Range: $130,000 to $150,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Tax: Dive into tax compliance, prepare returns, conduct research, and perform planning duties Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early June - early August 2027 Internship Schedule: Full-time (32-40 hours/week) or part-time (minimum 20-25 hours/week) opportunities available Pencils Down Week: One week off for all employees to recharge (subject to change; unpaid for interns). Who You Are Required: Degree: Pursuing Bachelor's or Master's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Akron, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's Culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

General Summary of Position: Responsible for managing client assignments and projects, delivering a high-quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them. Responsibilities include, but are not limited to: • Review employee benefit plan filings, including Forms 5500, 8955-SSA, 990, and 990-T. • Review various other tax returns which could include corporate, partnership, not-for-profit, individual and trust tax returns and make recommendations and decisions to address client needs. • Research and tax planning related to Employee Benefit Plans and other tax return matters. • Supervise and provide assistance to tax staff. • Maintain and develop business relationships with our clients. • Assume additional responsibilities and perform special projects as needed. Education and Experience: • Bachelor of Science Degree in Accounting. • Sufficient knowledge of tax provision and tax compliance based on level of experience. • CPA certification required. • Minimum of five years of tax experience in a public accounting firm, including experience with ERISA, Employee Benefit Plans, Qualified Plans, and Form 5500 required. Qualifications/Skills Required: • Ability to identify the key stakeholders in a decision-making process and develop working relationships. • Ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions. • Possesses strong presentation skills. • Always alert to opportunities to provide additional services to clients. • Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates. The salary range for this position is $95,000 - $120,000.

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 a Staff Accountant on our Accounting Advisory Services (AAS) team, you'll work directly with clients across a variety of industries to support complex accounting and financial reporting needs. You'll assist with technical accounting, financial reporting, and day-to-day accounting operations while developing your expertise in diverse business environments. This role offers the opportunity to build strong technical skills, contribute to high-impact client projects, and grow alongside experienced advisors in a collaborative, dynamic setting. Financial Reporting & Technical Accounting Prepare and review financial statements in accordance with U.S. GAAP, IFRS, or other applicable frameworks. Assist in the implementation of new accounting standards, including ASC 842 (Leases), ASC 606 (Revenue Recognition), and ASC 805 (Business Combinations). Research and draft technical accounting memos addressing complex issues such as equity transactions, debt modifications, and consolidation. Support clients with SEC reporting (Forms 10-Q, 10-K, and S-1 filings), as applicable. Operational Accounting Support Perform account reconciliations, journal entries, and variance analyses to support monthly, quarterly, and annual close processes. Assist clients with daily accounting activities, including general ledger maintenance, intercompany transactions, and fixed asset accounting. Help clients design and improve accounting processes, including the documentation of policies and procedures. Client Engagement & Project Delivery Participate in client meetings, helping to identify issues, propose solutions, and deliver high-quality work products. Collaborate with cross-functional teams-including audit, tax, and consulting-to provide integrated client solutions. Contribute to project planning, budgeting, and execution, ensuring timely delivery and client satisfaction. Who You Are Qualifications Bachelor's degree in Accounting or Finance; Master's degree preferred. CPA license or active progress toward CPA eligibility strongly preferred. 1-4 years of experience in public accounting or corporate accounting. Strong understanding of U.S. GAAP and financial reporting principles. Proficiency with ERP systems (e.g., NetSuite, Sage Intacct, QuickBooks) and advanced Excel skills. Excellent written and verbal communication skills with the ability to explain complex accounting concepts clearly. Strong attention to detail, analytical thinking, and problem-solving abilities. Ability to manage multiple priorities and work effectively in a fast-paced, client-facing environment. Preferred Experience Exposure to technical accounting research and memo writing. Familiarity with internal controls and SOX compliance. Prior consulting or advisory experience is a plus. Location Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Experienced Hire Opportunities Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! Estimated Salary Range: $60,000 - 85,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

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 Accounting Advisory Solutions (AAS) team, you'll lead engagements that support family office and investment clients, including private equity funds, hedge funds, 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 this 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. Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows. Leadership & Team Development Supervise, coach, and develop associates and senior associates within the AAS 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 Lead initiatives to improve accounting processes, workflows, and reporting efficiency for clients and the firm. Evaluate and implement new technologies, tools, and approaches to enhance accuracy and streamline delivery. 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 Accounting Advisory Solutions practice. Who You Are Qualifications Bachelor's degree in accounting or related field required; Master's preferred. CPA license or active progress toward CPA eligibility strongly preferred. 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.). Strong understanding of U.S. GAAP and investment accounting principles. Demonstrated experience with family office and investment clients, including private equity, hedge funds, and/or investment entities. Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities. Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients. Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage. Strong technology mindset with experience in adopting new systems and tools. Preferred Experience Experience with forensic accounting, investment reporting, or process improvement initiatives. Prior experience in a consulting, advisory, or client-facing accounting role. Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure. Locations Baltimore, MD preferred Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Estimated Salary Range: $85,000-155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we're looking for someone like you to join our team! As a Manager on our Closely Held Tax team, you'll manage tax planning and compliance for closely held businesses, guide clients through complex transactions, and lead teams to success. You'll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence. Tax Strategy & Compliance: Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations Handle billing/WIP management Review the tax returns and manage tax workflow Client Experience: Oversee overall client experiences including deadline management/client expectations Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services Team Leadership: Coordinate multiple engagement teams' schedules and deadlines Operate in a dynamic environment, coach staff/seniors/managers, and share your knowledge and experience with the entire team Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with Be growth oriented and work towards building a leveraged model, when appropriate Provide motivation to the team, including developing young leaders via active contribution to training and development Exhibit forward thinking, innovation, and delivering an exceptional work product Who You Are Required: Bachelor's Degree Required CPA or JD preferred 5+ years of progressive experience at a public accounting firm Solid understating of challenges related to corporation and partnership returns. A practical understanding of tax credits and incentives Proficiency in juggling multiple priorities while managing internal and external stakeholders Enthusiasm for coaching and developing team members Experience advising clients on a variety of consulting and compliance engagements on partnerships, s-corps, individuals, or corporations Experience conducting tax research and analyzing a wide variety of tax issues, including partnerships, s-corps, individuals, and corporations, and assisting with the compliance and investor reporting process. Excellent leadership and organizational skills Positive attitude and willingness to be a team player Excellent time and project management skills Ability to maintain and develop strong relationships with clients and internally to meet or exceed expectations Willingness and ability to learn new concepts with minimal guidance Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams Understanding of Outlook, Excel, Word, Adobe, etc. Required Strong understanding of CCH Axcess required Develop strong relationships internally, and flexibility are required and keys to success Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo Location: Buffalo, NY: Cleveland, Akron or Youngstown, OH; Detroit or St. Clair Shores, MI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $85,000 - 155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do Are you an accounting professional ready 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 Senior Associate on our Accounting Advisory Services (AAS) team, you'll work with clients across a range of industries to tackle complex accounting and financial reporting challenges. You'll provide outsourced accounting support, prepare financial statements and reconciliations, and deliver technical guidance on key topics such as revenue recognition, lease accounting, and equity transactions. This role offers the opportunity to apply your accounting expertise in a dynamic advisory environment, work directly with experienced leaders, and continue growing your career through meaningful client interaction and hands-on experience. Client Engagement & Technical Delivery Perform outsourced accounting functions for clients, including: Monthly, quarterly, and annual account reconciliations General ledger maintenance Preparation of financial statements in accordance with US GAAP (and IFRS as applicable) Prepare and assist with non-SEC financial statements and internal management reports. Assist with SEC reporting (Forms 10-K, 10-Q, etc.) for public clients, as applicable. Draft and review technical accounting memos addressing complex accounting issues, including revenue recognition, lease accounting, equity transactions, business combinations, and other areas. Assist in the implementation of new accounting standards and policies. Support audit processes by preparing schedules and responding to auditor inquiries. Collaborate with cross-functional teams to ensure timely and accurate financial reporting. Identify process improvement opportunities and contribute to automation initiatives. Maintain compliance with internal controls and regulatory requirements. Collaboration & Leadership Serve as a key liaison for client engagements, coordinating directly with client accounting teams and internal managers. Support and mentor junior staff, fostering a collaborative and knowledge-sharing culture. Work cross-functionally with colleagues across Assurance Advisory, Management Consulting, and Transaction Services. Engage with leadership in the Westchester, NY office, and other advisory hubs as part of the growing AAS operating team. Continuous Improvement & Professional Growth Stay current on evolving accounting standards, technical guidance, and industry best practices. Participate in training, mentorship, and professional development programs. Contribute to the continued growth and success of the AAS practice through innovation and operational excellence. Who You Are Qualifications Bachelor's degree in Accounting or Finance. CPA license or CPA eligibility strongly preferred. 3-6 years of progressive accounting experience, preferably with a mix of public accounting and industry or outsourced accounting experience. Strong understanding of U.S. GAAP and financial reporting requirements; IFRS experience a plus. Experience preparing financial statements, performing reconciliations, and drafting technical accounting memos. Proficiency in accounting software (e.g., QuickBooks, NetSuite, Sage, or similar). Advanced Excel skills, including pivot tables, VLOOKUP, and financial modeling. Excellent written and verbal communication skills. Proven ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment. Required Technical Skills Accounting Software: QuickBooks, NetSuite, Sage Intacct, Xero, or similar platforms. ERP Systems: Experience with ERP implementations or integrations is a plus. Excel: Advanced proficiency including pivot tables, VLOOKUP, and financial modeling. Documentation Tools: Microsoft Word and PowerPoint for memo and report preparation. Collaboration Tools: Microsoft Teams, Zoom, and project management platforms (e.g., Asana, Monday.com). Preferred Experience Exposure to private equity-backed or high-growth companies. Experience supporting IPO readiness, M&A transactions, or carve-outs. Background in advisory, consulting, or client service roles. Familiarity with financial modeling and data visualization tools (e.g., Power BI, Tableau). Location Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Experienced Hire Opportunities Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! Estimated Salary Range: $70,000-125,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

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 field required; Master's preferred. CPA license or active progress toward CPA eligibility strongly preferred. 4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.). Strong understanding of accounting principles and experience in or interest and willingness to learn accounting for investments Ability to navigate the accounting complexities of family office and investment focused clients Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities. Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients. Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage Intacct. Strong technology mindset with experience in adopting new systems and tools. Preferred Experience Experience with investment reporting, process improvement, or forensic accounting initiatives. Prior experience managing technical or project-based teams. Prior experience in a consulting, advisory, or client-facing accounting role. Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure. Locations Baltimore, MD or Cleveland OH preferred Denver, CO; Chicago, IL; Detroit or St. Clair Shores, MI; Akron, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Estimated Salary Range: $85,000-155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Day in the Life: Family Office: Experience real client work by assisting with a variety of tax return preparation assignments and gain exposure to the comprehensive suite of services provided to ultra high net worth individuals and families Build Relationships: Connect with peers, mentors, and engagement teams via client work, firm events, and internship program experiences Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service - choose what inspires you most! Internship Commitments: Internship Length: Early January - late March 2027 Internship Schedule: Full-time (40+ hours/week may be during busy season, including Saturdays) or part-time (minimum 20-25 hours/week) opportunities available Who You Are : Degree: Pursuing Bachelor's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.5 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Cleveland, OH Full-time in-office Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

is located in our Cleveland, Ohio office. Responsible for managing client assignments and projects, delivering a high quality service. This includes coaching, advising, and supporting team members in meeting clients and self-development expectations. Manager's direct field work on financial statement audits and accounting engagements, monitor progress of engagements in relation to budgets and due dates. Managers are also responsible for client relationships within their area of expertise and for clients assigned to them. Essential Job Responsibilities: Understands performance expectations and leads and manages teams to meet these expectations. Strong foundational knowledge and understand of Employee Benefit Plans. Develop and maintain effective utilization rate and monitor the progress of assignment teams in the achievement of utilization rates. Learns client targets and proposal initiatives across the firm and contributes to the sales/proposal process. Leverages resources to achieve maximum profitability. Actively participates in initiatives t recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential recruits Plans, organizes and controls multiple responsibilities and resources to meet assignment objectives. Provides team direction to ensure assignment quality standards are met. Manages the assignment budget, anticipates and communicates budget issues, identifies opportunities to improve assignment profitability, prepares billings and assists in cash collections. Improve realization in client engagements. Able to plan and manage projects - agree timeline for deliverables and deliver quality, on time within budgets. Develops a thorough knowledge and understanding of tools, systems, and processes (within their discipline) and is able to apply them. Able to anticipate problems/barriers and helps develop plans to address them. Education and Experience: Bachelor of Science Degree in Accounting. CPA certification required. Minimum of 5 years in progressive audit experience in public accounting or related field. Experience and knowledge with Employee Benefit Plans required. Qualifications/Skills Required: Is able to identify the key stakeholders in a decision making process and develop working relationships. Has the ability to negotiate and persuade clients with integrity and communicates effectively in the sales process - ensures clients have the information they need to make decisions. Possesses strong presentation skills. Always alert to opportunities to provide additional services to clients. Actively participates in initiatives to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential candidates. The salary range for this position is $95,000 - $120,000. We are an equal opportunity employer.

What You'll Do There's no better way to get hands-on experience and enhance your understanding of the professional services industry than with Cohen & Co's internship program! Our comprehensive internship will provide you with all the tools and training you need to launch your career. There's no coffee grabbing or mindlessly making photocopies here! You'll get hands-on client experience, gain technical knowledge, and learn all about our ‘Great People First' culture while building lasting relationships with your peers and firm leaders - all invested in YOU. Let's build your future together! Day in the Life: Tax: Dive into tax compliance, prepare returns, conduct research, and perform planning duties Build Relationships: Connect with peers, mentors and engagement teams through client work, firm events and internship program experiences. Grow Your Skills: Receive ongoing feedback to help you sharpen your technical skills and develop as a professional Get Involved: Jump into firm-wide initiatives like business development, recruitment, DEI efforts, and community service; choose what inspires you most! Internship Commitments: Internship Length: Early June - early August 2027 Internship Schedule: Full-time (32-40 hours/week) or part-time (minimum 20-25 hours/week) opportunities available Pencils Down Week: One week off for all employees to recharge (subject to change; unpaid for interns). Who You Are : Degree: Pursuing Bachelor's or Master's Major: Accounting Coursework: Successfully completed introductory accounting course(s) and at least one intermediate accounting course before the internship program start date Preferred: GPA: Minimum 3.0 Journey to CPA: Pursuing required credit hours to sit for the CPA Exam Location: Akron, OH Hybrid work environment (50% in office) Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, allowing each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's Culture Check out our Intern Insights for an inside look! Estimated Hourly Rate Range: $20 - $40/hour* *Hourly rates offered to candidates are determined based on factors such as candidate's job responsibilities, geography, market considerations, and organizational needs. On an annual basis, estimated ranges are re-evaluated for upcoming early career cohorts according to market adjustments. We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we're looking for someone like you to join our team! As a Manager on our Closely Held Tax team, you'll manage tax planning and compliance for closely held businesses, guide clients through complex transactions, and lead teams to success. You'll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence. Tax Strategy & Compliance: Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations Handle billing/WIP management Review the tax returns and manage tax workflow Client Experience: Oversee overall client experiences including deadline management/client expectations Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services Team Leadership: Coordinate multiple engagement teams' schedules and deadlines Operate in a dynamic environment, coach staff/seniors/managers, and share your knowledge and experience with the entire team Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with Be growth oriented and work towards building a leveraged model, when appropriate Provide motivation to the team, including developing young leaders via active contribution to training and development Exhibit forward thinking, innovation, and delivering an exceptional work product Who You Are Required: Bachelor's Degree Required CPA or JD preferred 5+ years of progressive experience at a public accounting firm Solid understating of challenges related to corporation and partnership returns. A practical understanding of tax credits and incentives Proficiency in juggling multiple priorities while managing internal and external stakeholders Enthusiasm for coaching and developing team members Experience advising clients on a variety of consulting and compliance engagements on partnerships, s-corps, individuals, or corporations Experience conducting tax research and analyzing a wide variety of tax issues, including partnerships, s-corps, individuals, and corporations, and assisting with the compliance and investor reporting process. Excellent leadership and organizational skills Positive attitude and willingness to be a team player Excellent time and project management skills Ability to maintain and develop strong relationships with clients and internally to meet or exceed expectations Willingness and ability to learn new concepts with minimal guidance Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams Understanding of Outlook, Excel, Word, Adobe, etc. Required Strong understanding of CCH Axcess required Develop strong relationships internally, and flexibility are required and keys to success Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo Location: Buffalo, NY: Cleveland, Akron or Youngstown, OH; Detroit or St. Clair Shores, MI Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Learn more about our Firm's culture Experienced Hire Opportunities Estimated Salary Range: $85,000 - 155,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid

What You'll Do Are you a tax 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 Senior on our Registered Investment Company (RIC) Tax team, you'll prepare and review complex RIC tax returns, work directly with clients, and help mentor junior staff while contributing to innovative, high-quality tax solutions. Tax Strategy & Compliance Prepare complex RIC tax returns and perform detailed reviews of work papers, allocations, and tax filings. Assist with materials and research for consulting projects related to tax planning opportunities. Review tax returns prepared by staff and provide recommendations to improve accuracy and identify tax savings opportunities. Demonstrate an understanding of increasingly complex tax concepts while supporting client needs. Client Experience Work directly with clients to gather information and complete tax returns. Communicate effectively to ensure a smooth compliance process and deliver high-quality service. Stay informed of tax law changes and industry trends to better support client planning and compliance efforts. Team Leadership Collaborate with engagement teams to deliver timely and accurate services. Coach interns and entry-level staff, sharing knowledge and practical guidance. Contribute to building a positive, inclusive team environment that values diverse perspectives. Take initiative in fast-paced, dynamic situations, supporting team success and continuous improvement. Who You Are Required: Bachelor's degree. CPA license or actively pursuing CPA qualifications. 2+ years of progressive experience at a public accounting firm. Basic understanding of challenges related to RIC tax returns. Experience preparing tax returns for more complex RICs. Ability to manage multiple priorities and collaborate effectively with internal and external stakeholders. Strong leadership potential with enthusiasm for mentoring and developing team members. Excellent time and project management skills. Strong written and verbal communication skills, with a client-service mindset. Proficiency in Outlook, Excel, Word, Adobe, etc. Strong understanding of CCH Axcess. Initiative-driven, curious, and comfortable in a fast-paced environment that challenges the status quo. Location: Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA Hybrid work environment Who We Are #LifeatCohen Sure, we like numbers. (But we'll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by: Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including 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, and so much more! Learn More About Us! Discover our Passion, Purpose & Expertise Experienced Hire Opportunities Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! Estimated Salary Range: $70,000-125,000* *Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs. At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation. As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. #LI-PROMO #LI-Hybrid