Posted:
Wednesday, 01 April 2026
Valid Thru:
Friday, 01 May 2026
Index Requested on:
04/01/2026 20:12:13
Indexed on:
04/01/2026 20:12:13
Location: Baltimore, MD, 21204, US
Industry:
Financial Services
Occupational Category:
25-0000.00 - Education, Training, and Library Occupations
Type of Employment: FULL_TIME
LE0008 Cohen & Co Advisory, LLC is hiring!
Description:
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
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
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 our Firm's culture
*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.
Responsibilities:
Please review the job description.
Educational requirements:
Desired Skills:
Please see the job description for required or recommended skills.
Benefits:
Please see the job description for benefits.