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About the Role

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. Take full ownership of engagements, deepen knowledge of a fast-evolving segment of financial services, and play an active role in developing staff.

Responsibilities

• 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
• 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
• 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

Requirements

• 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
• 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

Skills

• Audit expertise
• Client relationship management
• Verbal communication
• Written communication
• Mentoring
• Coaching

Experience Level

• 5+ years of progressive audit experience

Education Level

• Bachelor's degree
• CPA license

Salary/Compensations

• $80,000 - $150,000

Benefits

• Time off outside of standard PTO to give back to the community
• Annual discretionary merit increases and bonuses
• Talent development resources

About the Company

• 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.
• 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.
• We offer 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!

Equal Opportunity

• 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.