Assurance Manager, Asset Management Group

Cohen & Co; Cleveland (OH); On-site; USD 80,000 - 150,000; Full time

Job summary

Cohen & Co is seeking an Assurance Manager in the Asset Management Group to lead audit engagements for hedge funds, private funds, and digital assets. You will work closely with Partners and engagement teams to deliver high-quality, timely service while taking full ownership of engagements.

You will develop staff, deepen knowledge in a fast-evolving financial services segment, and drive staff development as the practice grows.

Qualifications

• Bachelor's degree required.
• 5+ years of progressive audit experience, including experience auditing Hedge Funds.
• CPA license required.
• Public accounting experience in Financial Services (Hedge Funds, Private Funds, and/or Digital Assets).
• Strong verbal and written communication skills with the ability to manage client relationships.
• Proven ability to manage multiple engagements and meet deadlines in a fast-paced environment.

Responsibilities

• Lead audit engagements for clients across hedge funds, private funds, and digital assets.
• Understand engagement Partner expectations and monitor deadlines and deliverables throughout the engagement.
• Mentor and coach staff, providing on-the-job training and timely feedback.
• Review workpapers and deliverables prepared by engagement staff to ensure technical accuracy and quality.
• Support staff scheduling and resource allocation across engagements.

Skills

Communication skills

Time management

Leadership

Client relations

Education

Bachelor's degree

CPA license

Job description

What You'll Do

Ready to bring your audit expertise to some of the most dynamic clients in the financial services space?

What You'll Do

As an Assurance Manager in our Asset Management Group, you'll lead audit engagements for clients across hedge funds, private funds, and digital assets, working closely with Partners and engagement teams to deliver high-quality, timely service. You'll take full ownership of your engagements, deepen your knowledge of a fast-evolving segment of financial services, and play an active role in developing the staff around you as our practice continues to grow.

Audit Engagement Leadership

• Work closely with the engagement Partner, Senior, and Staff to understand and meet client expectations and deliverables
• Lead audit engagements for financial industry clients, including Hedge Funds, Private Funds, and Digital Assets
• Assume full responsibility for completing projects from planning through issuance
• Understand engagement Partner expectations and monitor deadlines and deliverables throughout the engagement
• Balance and effectively deliver on multiple projects under restrictive time constraints

Client Experience

• Develop an understanding of each client’s business and industry, routinely seeking information regarding client needs and concerns
• Communicate effectively with clients and their staff to provide the highest level of client service
• Serve as a day-to-day point of contact for clients, building trust and long-term relationships

Team Leadership

• Mentor and coach Staff and Seniors, providing on-the-job training and timely feedback
• Review workpapers and deliverables prepared by engagement staff to ensure technical accuracy and quality
• Support staff scheduling and resource allocation across engagements
• Contribute to a collaborative, high-performance team environment

Qualifications

Who You Are

• Bachelor's degree required
• 5+ years of progressive audit experience, including experience auditing Hedge Funds
• CPA license required
• Public accounting experience in Financial Services (Hedge Funds, Private Funds, and/or Digital Assets)
• Strong verbal and written communication skills with the ability to manage client relationships
• Proven ability to manage multiple engagements and meet deadlines in a fast-paced environment

Preferred Experience

• Experience in a national or Big 4 public accounting firm
• Prior experience auditing Private Funds and/or Digital Assets clients
• Experience mentoring and developing Staff-level professionals

Who We Are

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: Comp Range: $80,000 - $150,000

• 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.