Assurance Manager jobs at Cohen & Company

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. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers. We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team. Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success. Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services. Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country. Check out more information on the above areas here! Who You Are Required: CPA eligible or pursuing requirements is preferred CPA license is required at the Manager level and above 2+ years of progressive audit experience in public accounting Experience or interest in one or more of the following areas: Investment Companies Private Companies Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments SOC Readiness & Compliance Employee Benefit Plans Location: Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI Hybrid work environment (2-3 days in office per week) This potential opportunity is not available for residents of California. We will be reviewing applications opportunistically and will contact you if we see a potential fit. 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 to be shared at time of continuing in recruiting process for specific role.* *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 #LI-PROMO #LI-Hybrid

Career Opportunity: Audit / Assurance Manager Are you ready to lead with purpose, grow with intention, and thrive in a firm that lives its values? At Clark Schaefer Hackett, we don't just talk about Respect, Excellence, Accountability, and Leadership - we live them every day. We offer the intellectual challenge of a top-tier CPA firm - complex work, inspiring mentors, and clear career paths - without the burnout. No endless travel. No work-life imbalance. No restrictive assignments. Why Join Us? 5 Weeks PTO + flexible scheduling Comprehensive benefits package Career enrichment through coaching, mentoring, and leadership development Challenging, meaningful work with a variety of clients and industries Supportive culture that values your voice and your growth What You'll Do Lead audits from planning to final review Manage client relationships and deliver exceptional service Mentor and develop junior team members Identify opportunities to add value and expand services Drive engagement success - on time, on budget, and with excellence What You Bring CPA or CPA-eligible with a Bachelor's in Accounting 3+ years of audit experience Strong knowledge of GAAP and audit standards Excellent communication and leadership skills A passion for helping clients and developing people About Clark Schaefer Hackett We're more than a firm - we're a community. With 500+ professionals across nine offices, we're united by a mission to better the lives of our clients, people, and communities. We invest in our people through continuous learning, leadership training, and real opportunities to grow. We live our REAL Values: Respect for each other and our clients Excellence in everything we do Accountability to ourselves and our teams Leadership at every level Ready to Lead with Us? Apply online today and discover what it means to build a career where your values and your work align.

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. Responsibilities include, but are not limited to: Understands performance expectations and leads and manages teams to meet these expectations. Has a strong understanding of the firm structure, the people, the services they provide and the firm' clients. Aims to exceed an effective utilization rate and monitor the progress of assignment teams in the achievement of utilization rates. Is aware of 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 to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential recruits Regular and reliable attendance which includes the necessary hours to meet client demands during various busy seasons. 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. Total chargeable hours goal of 1,650 hours. Improve realization in client engagements. Participate in business development opportunities. Participate in people development initiatives. 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. Five years' minimum of progressive audit experience in public accounting or related field. 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. We offer a highly competitive salary and benefits package, including medical, dental, vision and 401(k) plan. We are an equal opportunity employer.

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. 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. Responsibilities include, but are not limited to: Understands performance expectations and leads and manages teams to meet these expectations. Has a strong understanding of the firm structure, the people, the services they provide and the firm' clients. Aims to exceed an effective utilization rate and monitor the progress of assignment teams in the achievement of utilization rates. Is aware of 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 to recruit talented people including participating in career and recruitment forums, conducting interviews, and providing time to speak with potential recruits Regular and reliable attendance which includes the necessary hours to meet client demands during various busy seasons. 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. Total chargeable hours goal of 1,650 hours. Improve realization in client engagements. Participate in business development opportunities. Participate in people development initiatives. 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. Five years' minimum of progressive audit experience in public accounting or related field. 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. We offer a highly competitive salary and benefits package, including medical, dental, vision and 401(k) plan. We are an equal opportunity employer.

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. Our core belief in putting “Great People First” means we focus on creating an inclusive environment where each of our employees feels supported in growing as people and in their careers. We are hiring experienced professionals at all levels, from Senior Accountants to Senior Managers, for our Assurance team. Private Company - Focused on private companies for more than 40 years, our assurance professionals maintain a command of the latest technical knowledge. We put that knowledge and insight to work for private companies in all industries and of all sizes ranging from pre-revenue start-ups to mature, multi-billion-dollar enterprises. We understand the issues businesses face and we have the passion, commitment, and experience to contribute to their success. Private Funds: With decades of experience in the industry, our Alternative Investment Funds Group is a leader in this space. We offer a range of services to hedge funds, private equity funds, CTAs and other alternative investments. We also regularly work with more than 30 fund administrators nationwide, as well as private investment funds who internally manage fund accounting and administrative services. Registered Funds: Have a passion for working in the investment industry? Our seasoned professionals provide high-level touch services to mutual funds, ETFs, closed-end funds and CITs. Our command of industry trends and direct experience are valuable tools to help clients navigate complex issues. We provide audit and tax services to over 1,500 registered funds and are the 2nd largest auditor of ETFs and work with more unique ETF advisors than any audit firm in the country. Check out more information on the above areas here! Who You Are Required: CPA eligible or pursuing requirements is preferred CPA license is required at the Manager level and above 2+ years of progressive audit experience in public accounting Experience or interest in one or more of the following areas: Investment Companies Private Companies Hedge Funds, Private Equity Funds, CTAS and other Alternative Investments SOC Readiness & Compliance Employee Benefit Plans Location: Denver, CO; Chicago, IL; Hunt Valley, MD; Detroit, St. Clair Shores, MI; Cleveland, Akron, Youngstown, OH; Buffalo, New York, NY; Philadelphia, Pittsburgh, PA; Milwaukee, WI Hybrid work environment (2-3 days in office per week) This potential opportunity is not available for residents of California. We will be reviewing applications opportunistically and will contact you if we see a potential fit. 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 to be shared at time of continuing in recruiting process for specific role.* *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 #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 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 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 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

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.

Responsible for managing client tax 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 various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs. * Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions. * Conduct tax research and provide effective solutions for management. * Supervise and provide assistance to tax staff. * Prepare quality tax planning and practical approaches to client's particular tax needs and situation. * Provide advice that enables the client to increase profitability. * 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. * CPA certification required. * Minimum of five years of tax experience in a public accounting firm.

General Summary of Position: Responsible for managing client tax 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 various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs. • Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions. • Conduct tax research and provide effective solutions for management. • Supervise and provide assistance to tax staff. • Prepare quality tax planning and practical approaches to client's particular tax needs and situation. • Provide advice that enables the client to increase profitability. • 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. • CPA certification required. • Minimum of five years of tax experience in a public accounting firm.

Maloney + Novotny LLC 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 various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs. * Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions. * Conduct tax research and provide effective solutions for management. * Supervise and provide assistance to tax staff. * Prepare quality tax planning and practical approaches to client's particular tax needs and situation. * Provide advice that enables the client to increase profitability. * 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. 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.

Tax Manager Maloney + Novotny LLC 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 various tax returns - individual, corporate, partnership, and trust tax returns and make recommendations and decisions to address client needs. Ensure the accuracy of tax provision and tax returns including the documentation supporting tax positions. Conduct tax research and provide effective solutions for management. Supervise and provide assistance to tax staff. Prepare quality tax planning and practical approaches to client's particular tax needs and situation. Provide advice that enables the client to increase profitability. 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. 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.

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 , 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 Develop strong relationships internally, and flexibility are 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 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 Registered Investment Company (RIC) Tax team, you'll manage tax planning and compliance for RICs, 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 and WIP management. Review tax returns and manage tax workflow across multiple engagements. Conduct tax research and analyze a variety of RIC-related tax issues. Client Experience Oversee overall client experiences, including deadline management and client expectations. Advise clients on consulting and compliance engagements related to RICs. Stay up to date on current tax laws, regulatory changes, and industry best practices to provide accurate, strategic advice. Build and maintain strong relationships with clients, ensuring ongoing satisfaction and confidence in our services. Team Leadership Coordinate schedules and deadlines across multiple engagement teams. Operate in a dynamic environment, coaching staff, seniors, and managers while sharing your expertise across the team. Respect and celebrate the diverse stories, backgrounds, perspectives, and ideas of each team member, building meaningful relationships with those you work with. Be growth-oriented and work toward building a leveraged model, when appropriate. Provide motivation and mentorship, including developing young leaders through active training and development. Exhibit forward thinking, innovation, and deliver exceptional work products. Who You Are Required: Bachelor's degree required. CPA or JD preferred. 5+ years of progressive experience at a public accounting firm. Solid understanding of challenges related to RIC returns. Practical knowledge of tax credits and incentives. Experience advising clients on consulting and compliance engagements related to RICs. Experience conducting tax research and analyzing complex tax issues. Excellent leadership and organizational skills. Enthusiasm for coaching and developing team members. Ability to manage multiple priorities while leading internal and external stakeholders. Positive attitude and willingness to be a team player. Excellent time and project management skills. Ability to build and maintain strong client and internal relationships. Strong written and verbal communication skills, with the ability to collaborate effectively across engagement teams. Proficiency in Outlook, Excel, Word, Adobe, etc. Strong understanding of CCH Axcess required. Initiative to learn, ask questions, and thrive in a fast-paced environment while challenging 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: $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 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 ready to take the next step in your career? If you have experience with private funds and enjoy leading teams, building client relationships, and creating meaningful impact - this opportunity is for you! At Cohen & Co, our people come first. We've built a culture rooted in collaboration, communication, and growth - where great ideas are valued, and your voice makes a difference. As a Tax Manager in our Private Funds group, you'll focus on serving hedge fund clients while also engaging with private equity, fund of funds, and real estate funds. You'll lead engagements, guide high-performing teams, and deliver strategic tax solutions that help sophisticated fund managers navigate complex structures and evolving regulations. Beyond compliance, you'll shape strategy, strengthen client relationships, and help drive the continued growth of our Private Funds practice. Tax Strategy & Compliance Lead tax compliance and advisory engagements for hedge funds and other private fund clients, addressing technical, operational, and risk considerations. Review and provide strategic insight on partnership and corporate tax returns, with an emphasis on hedge fund structures, investor allocations, and income recharacterization issues. Advise clients on complex topics such as securities trading, mark-to-market accounting, fund structuring, and management/incentive fee arrangements. Interpret new and evolving tax legislation affecting hedge funds, identifying implications and opportunities for tax efficiency. Manage multiple priorities while maintaining exceptional quality and client service standards. Provide guidance on relevant federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations for cross-border investors. Client Experience Serve as the primary client contact, managing expectations, deadlines, and deliverables. Drive engagement planning and execution, ensuring accuracy, timeliness, and quality across all client interactions. Collaborate with partners and directors to identify and implement tax strategies that align with client goals. Oversee billing, budgeting, and WIP management for assigned engagements. Develop trusted, long-term client relationships built on proactive communication and exceptional service delivery. Team Leadership Lead, coach, and mentor junior and senior staff to help them grow technically and professionally. Promote a culture of teamwork, open communication, and continuous improvement within the pod. Contribute to the development of young leaders through active involvement in training and mentoring programs. Support process improvements and knowledge sharing across the broader Asset Management Tax team. Demonstrate forward thinking, innovation, and accountability in all aspects of leadership. Who You Are Qualifications Bachelor's Degree in Accounting or related field required. CPA license or progress toward CPA strongly preferred. 5+ years of progressive public accounting experience, with a focus on private fund taxation (private equity, hedge, or real estate funds). Proven experience managing client relationships and engagement teams. Excellent verbal and written communication skills, with the ability to clearly explain complex tax concepts. Strong leadership, project management, and organizational skills. Initiative to learn, challenge the status quo, and operate effectively in a fast-paced, team-oriented environment. Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Adobe) and familiarity with tax preparation software. Preferred Experience Experience reviewing complex partnership structures and multi-tiered entities. Familiarity with fund-level and investor-level allocations and related reporting. Knowledge of tax implications related to carried interest, incentive allocations, and fund distribution waterfalls. Demonstrated ability to identify tax planning opportunities and contribute to strategic client discussions. 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! 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