Senior Family Office Accountant - Multi-Client Support

Cohen & Co; Cleveland (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive Total Rewards package

Annual discretionary merit increases and bonuses

Time off beyond standard PTO

Talent development resources

Job summary

Cohen & Co in Cleveland, Ohio, is seeking an experienced staff member for their Family Office (Business & Accounting) team. The successful candidate will support a high-touch client environment through accounting and operational support across multiple clients.

The ideal applicant has 1–5+ years of experience in accounting or bookkeeping, strong QuickBooks and Excel skills, and a Bachelor’s degree in a related field. This role requires adaptability and a proactive mindset.

Qualifications

• 1–5+ years of experience in accounting, bookkeeping, or family office environments.
• Exposure to investment accounting or brokerage statement analysis preferred.
• Ability to work in the U.S. without the need for employer sponsorship.

Responsibilities

• Support a high-touch, dynamic client environment, assisting with day-to-day accounting and operational needs.
• Act as a liaison between leadership and less experienced team members.
• Assist with client payments and transaction processing.
• Draft and support client communications.
• Perform QuickBooks accounting including reconciliations and financial reporting.
• Help identify and resolve discrepancies.

Skills

Strong QuickBooks skills

Strong Excel skills

Attention to detail

Problem-solving skills

Communication skills

Ability to adapt quickly

Education

Bachelor’s degree in accounting, Finance, or a related field

Job description

Cohen & Co in Cleveland, Ohio, is seeking an experienced staff member for their Family Office (Business & Accounting) team. The successful candidate will support a high-touch client environment through accounting and operational support across multiple clients.

The ideal applicant has 1–5+ years of experience in accounting or bookkeeping, strong QuickBooks and Excel skills, and a Bachelor’s degree in a related field. This role requires adaptability and a proactive mindset.