Cohen & Company jobs in Cleveland, OH - 42 jobs

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 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 Preferred locations: Akron, Cleveland, or Youngstown, OH; or Detroit, MI 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

This position is responsible for activities associated with the receiving, storage, handling, packaging, shipping and application of raw materials, products, goods and services. Key Responsibilities Ensures compliance and active participation in all relevant safety and environmental programs Receives, stores, cares for, processes, packages, distributes and applies products and services within the facility or customers location to include housekeeping and upkeep Performs basic quality inspections and records operational data What is expected of you and others at this level Minimal job-related experience Work is prescribed and completed with close supervision and little autonomy Duties are clearly defined and methods and tasks are described in detail Minimum Qualifications & Skills High School Diploma or GED equivalent preferred No experience required Physical Requirements and Working Environment Must be able to stand/sit for an extended period of time Ability to frequently lift/push/pull up to 60 pounds Must be able to climb/stoop/kneel at heights up to 100 feet Works indoors and outdoors in varying weather conditions and temperatures Working conditions could include: dust, fumes, moderate noise and uneven surfaces This job description is intended to describe the general nature and level of work performed. It does not include all responsibilities and skills required of the job and may be changed at any time. All responsibilities must be completed in compliance with all safety protocols, policies, procedures and consistent with the spirit and philosophy of The Andersons' Statement of Principles. Note: The statements herein are intended to describe the general nature and level of work being performed, but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer. The Andersons, Inc. is a Drug-Free Workplace. The Andersons, Inc. is an EO employer - M/F/Veteran/Disability/Gender Identity/Sexual Orientation. Note: The Andersons, Inc. conducts drug, alcohol and/or medical testing of applicants and employees based on type of position. A copy of our testing policy is available by contacting the HR Department at **********************************. We do not accept resumes from headhunters, placement agencies, or other suppliers that have not signed a formal agreement with us. PHISHING SCAM WARNING: The Andersons is aware of the continued increase of phishing scams, leveraging various methods of attack via email, text, voice and social media. Please note that The Andersons only uses company email addresses, which contain “@andersonsinc.com”, to communicate with candidates via email. If you are contacted by someone about an open job at The Andersons, please verify the domain of the sender's email address and that they are asking you to apply on this website. If you believe you've been a victim of a phishing scam, please visit the Department of Homeland Security's Cyber Smart website to learn how to report it.

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've been named the 4 th largest registered funds auditor and recognized as an employer of choice. We are seeking an experienced Senior with a background in the serving investment company industry 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 financial industry clients, specifically mutual funds, exchange-trade funds, closed-end funds, and collective investment trusts 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 required 2-4 years of progressive audit experience in public accounting Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred CPA license or working towards CPA required Location: Cleveland,OH; Chicago, IL; Milwaukee, WI, New York, NY; Philadelphia, PA; Denver, CO 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: $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 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 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 We are seeking a talented and motivated Engagement Operations Specialist to join our Engagement Operations team supporting our Assurance service line. This role will be based primarily out of our Akron, Ohio office. Our Engagement Operations Services team provides centralized operational support to engagement teams across the Firm. Partnering closely with the Assurance service line, this role focuses on driving efficiency, enhancing quality, and supporting margin optimization in the delivery of client services. With a continuous improvement mindset, the team is committed to strengthening processes and delivery quality through innovation, collaboration, and ongoing learning. Responsibilities may vary throughout the year based on business cycles and include: Preparing engagement letters Processing electronic engagement letters and correspondence using DocuSign Managing electronic document tracking and agreements Preparing and reviewing consents and coordinating communication with administrators Editing, formatting, and finalizing Board Books Preparing Board Books and related correspondence Handling a variety of recurring and ad hoc requests as business needs arise Who You Are Qualifications 1-3 years of experience in a business operations, administrative, or professional services support role Strong proficiency in Microsoft Word and Excel; overall strong computer skills Exceptional attention to detail with strong organizational skills Growth-oriented, problem-solving mindset Ability to stay focused and organized in a fast-paced, deadline-driven environment Proven ability to manage multiple priorities simultaneously Excellent interpersonal, written, and verbal communication skills with a collaborative, team-oriented approach Flexibility to work overtime during peak periods, including some evenings and Saturdays 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 *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 consulting professional who thrives at the intersection of technology, strategy, and client service? We're seeking a motivated team member to support clients through application selection, technology implementations, and complex transformation initiatives. In this role, you'll manage projects across a diverse client base while working in a people-first culture that values collaboration, innovation, and meaningful impact. If you're passionate about helping organizations leverage technology to achieve their goals and want to grow alongside a supportive, forward-thinking team, we want to hear from you! Who You Are What You'll Do Strategy & Solution Development Conduct in-depth analysis of client business requirements and current-state processes Partner with clients to develop technology and implementation strategies aligned to their goals Facilitate vendor evaluations and technology selection processes Support application implementations, integrations, and system enhancements Assist with light development and/or quality assurance efforts, as needed Demonstrate an understanding of data structures and data environments to support effective solutions Project Management Manage project plans, timelines, and deliverables to ensure milestones and deadlines are met Oversee all phases of technology implementation, including configuration, customization, and integration Collaborate with internal teams and client stakeholders to drive successful outcomes Team Leadership: Mentor and develop junior staff, reviewing their work and providing guidance 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 a commitment to delivering high-quality work Qualifications: Bachelor's degree in Data Science, MIS, Engineering, or related field 3-5 years of experience in business analysis, technology consulting, or project management Familiarity with ERP platforms (SAP, Oracle, Sage, Microsoft Dynamics) Understanding of finance and accounting processes PMP certification preferred; technology certifications a plus Familiarity with AI, Gen AI, RPA, digital automation and workflow tools Strong communication skills and ability to work in a fast-paced environment Proficiency in Microsoft Outlook, Excel, Word, and Adobe Location Cleveland, OH; Chicago, IL; Philadelphia, PA or Pittsburgh, PA 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: $80,000 - $100,000 *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 We're looking for an experienced and forward-thinking professional to join our Management Consulting team as a Senior Manager - Digital Finance and Finance Transformation Services. In this role, you'll guide clients through complex transformation programs that modernize their finance functions and align finance strategy with business goals. You'll be responsible for shaping solutions across Finance Transformation strategy, Finance Operating Model design, Enterprise Performance Management (EPM) implementations, and Quote-to-Cash (QTC) process improvements. The right person will thrive in a fast-paced environment, enjoy solving complex problems, and bring a balance of technical expertise, strategic thinking, and leadership presence. You'll partner closely with client executives, including CFOs, controllers, and finance leaders, while also leading project teams, mentoring colleagues, and contributing to the continued growth of our practice. Client & Project Leadership Lead large-scale finance transformation projects: Spanning process design, operating model development, and system implementation Relationship development: Serve as a trusted advisor to client executives, building strong relationships and providing solutions that drive measurable business impact Collaborate with teams: Work with finance, IT, and business stakeholders to understand needs and define project scope, goals, and deliverables Project management: Bring structure and leading project management practices to ensure seamless project execution Thought Leadership: Leading practice perspectives around the CFO's organization, including finance process, enterprise architecture, existing and emerging solutions that drive efficiency and effectiveness Maintain standards: Develop and enforce architectural standards, best practices, and governance policies to ensure system integrity and security Business development: Identify, source and cultivate new business relationships and project opportunities, supporting and leading go-to-market initiatives Process & Technology Transformation Architect financial solutions: Design and oversee the development of digital finance solutions, including ERP systems, financial planning software, and reporting to Financial knowledge: Strong understanding of core finance and accounting principles, including financial reporting, budgeting, and tax Stay current: Keep up-to-date with emerging technologies and trends in digital finance to recommend and implement new solutions Business Process Optimization: Partner with clients on end-to-end process optimization, including Quote-to-Cash (QTC), Procure-to-Pay (PtC), and Record-to-Report (RtR) processes System and process integration: Ensure seamless integration between various financial systems and other enterprise applications Change management: Ensure adoption of new systems through designing and helping clients deploy robust change management best practices People Leadership & Collaboration Team Development: Share expertise to build team capabilities and support practice development Team Management: Manage, mentor, and coach project team members, creating a positive and collaborative learning environment Communication skills: Excellent communication, problem-solving, and leadership skills. You should be able to explain complex technical concepts to non-technical audiences Collaboration and cross-selling: Collaborate across consulting disciplines to deliver integrated, client-focused solutions; work across the broader firm on go-to-market initiatives Thought leadership: Contribute to thought leadership by staying current on industry trends and bringing innovative ideas forward Who You Are Requirements Bachelor's degree in Finance, Accounting, Business, Engineering, Computer Science, or related field 6-8+ years of experience in Finance Transformation, Consulting, or related roles Hands-on experience managing large-scale system and process transformations Strong knowledge of mid-market finance and accounting digital solutions (including, ERP, EPM, and other adjacent solutions) Strong knowledge of financial processes, including close, consolidation, FP&A, management reporting, and QTC Demonstrated ability to lead end-to-end transformation projects and deliver measurable results Proven success in building and maintaining strong client relationships Preferred Qualifications Master's degree in Finance, Accounting, Business, or related discipline Professional certifications such as CPA, CFA, or PMP Familiarity with data visualization and reporting tools (e.g., Tableau) Industry experience that includes Manufacturing and Distribution, Real Estate, and Financial Services Location Cleveland, OH; Chicago, IL; Philadelphia, PA 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: $110,000- $210,000 *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 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

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 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 Preferred locations: Akron, Cleveland, or Youngstown, OH; or Detroit, MI 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 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 , 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 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

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 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