Assurance Senior, Asset Management Group

Location: Philadelphia, PA

What You’ll Do

Ready to grow your audit career with some of the most dynamic clients in the financial services space?

As an Assurance Senior in our Asset Management Group, you’ll serve as the in-charge on audit engagements for clients across hedge funds, private funds, and digital assets, working closely with Managers and Partners to deliver high-quality, timely service. You’ll run day-to-day fieldwork, deepen your knowledge of a fast-evolving segment of financial services, and help develop the staff around you as our practice continues to grow.

Audit Engagement Execution

• Serve as the in-charge on audit engagements for financial industry clients, including Hedge Funds, Private Funds, and Digital Assets
• Work closely with the engagement Manager and Partner to understand and meet client expectations and deliverables
• Plan and perform audit procedures, including complex and judgmental areas such as investment valuation and fair value testing
• Manage engagement timelines, budgets, and deliverables from planning through fieldwork and wrap-up
• Balance multiple engagements under tight deadlines, keeping the Manager informed of progress and issues

Client Experience

• Develop an understanding of each client’s business, investment strategies, and industry
• Communicate effectively with client personnel to gather information, resolve issues, and provide a high level of service
• Build strong working relationships with client contacts during fieldwork

Team Leadership

• Supervise, train, and coach Staff on engagements, providing on-the-job guidance and timely feedback
• Review workpapers prepared by Staff for technical accuracy and quality before Manager review
• Contribute to a collaborative, high-performance team environment

Who You Are

• Bachelor’s degree required
• 3+ years of public accounting audit experience, including experience auditing Hedge Funds
• CPA license or actively pursuing CPA
• Public accounting experience in Financial Services (Hedge Funds, Private Funds, and/or Digital Assets)
• Strong verbal and written communication skills
• 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 supervising and training Staff-level professionals

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: Estimated Salary Range:  $70,000 - 100,000

*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.

Additional Locations: Youngstown, OH, Akron, OH, Baltimore, MD, Chicago, IL, Denver, CO, New York, NY, Cleveland, OH, Milwaukee, WI