Experienced Associate, Family Office

What You'll Do

Are you an accounting professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As an Experienced Associate in our  Family Office group, you will support the day-to-day accounting operations and reporting for ultra-high-net-worth individuals and their related entities.

This role offers the opportunity to work with sophisticated clients who value excellence, precision, and trusted financial insight. You’ll gain hands-on experience supporting complex financial structures while developing strong technical accounting skills in a collaborative and client-focused environment. If you enjoy working with detailed financial data, supporting operational excellence, and contributing to process improvements, this is a great opportunity to grow your career within a dynamic team.

Family Office Accounting & Operations 

• Assist with accounting and financial reporting for ultra-high-net-worth individuals and their related entities

• Maintain general ledgers across multiple business and investment entities

• Support monthly and year-end close processes, including financial statement preparation

• Prepare reconciliations of cash and other balance sheet accounts

• Assist with accounting for investment activity and related reporting

Accounts Payable & Financial Administration 

• Process vendor invoices and support approval and payment workflows

• Maintain accurate records of financial transactions and supporting documentation

• Assist with tracking and recording investment-related transactions as needed

• Ensure accuracy and completeness of financial data across accounting systems

Process Improvement & Documentation 

• Create and maintain clear documentation for accounting processes and assigned tasks

• Identify opportunities to improve workflows, reporting processes, and operational efficiency

• Support implementation of process improvements and best practices across the team

• Assist with additional projects and responsibilities as assigned

Who You Are

Required Qualifications 

• Bachelor’s degree in Accounting or related field

• Strong attention to detail, analytical thinking, and problem-solving abilities

• Excellent written and verbal communication skills

• Proficiency with Excel and accounting software such as QuickBooks Enterprise

• Ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment

• Strong technology mindset and willingness to learn new systems

Preferred Qualifications 

• Experience working with family office or investment clients

• Experience with accounting for investments, including private equity or hedge funds

• Experience with investment reporting and reconciling investment accounts

Locations 

• Baltimore, MD

• 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

Estimated Base Range: $60,000 - 80,000*

*Base compensation 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.

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 .