Senior Associate - Family Office Services [Hunt Valley, MD]

    • Job Tracking ID: 512536-755603
    • Job Location: Hunt Valley, MD
    • Job Level: Mid Career (2+ years)
    • Level of Education: BA/BS
    • Job Type: Full-Time/Regular
    • Date Updated: January 13, 2021
    • Years of Experience: Any
    • Starting Date: ASAP
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Job Description:

Cohen & Company, LTD

Certified Public Accountants

At Cohen & Company,our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic.

Named one of the fastest growing accounting firms in the country, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisors and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Cohen & Company was founded in 1977; has more than 650 associates in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin; and has an international presence in the Cayman Islands and Ireland. Member PCAOB.

Cohen & Company’s Advisory Services Division is passionate about helping owners, management teams and investors navigate business and transactional environments. This Senior Associate position would fall into our CFO Solutions department within our Advisory Services division. Our CFO Solutions team works closely with outsourced CFO clients and high-net-worth families and individuals. You can expect something different when working with our team. We don’t view advisory as one-off projects, but rather a long-term relationship to help our clients be successful. Our department is in a growth stage and there are many opportunities to participate in the development of the department. Our seasoned associates, who will be your teammates, have expertise across industries and functional domains, and their experience, insights and tools can help you learn and grow throughout the course of your career at Cohen & Company.

We are very excited about our growth opportunities and are seeking a Senior Associate with an entrepreneurial energy and commitment to client service to join our CFO Solutions team in Baltimore!


  • Preparation and review of payables associated with client operations, charitable foundation, and trust activities
  • Perform monthly reconciliations to bank statements and other relevant source documents
  • Monitor daily, weekly cash positions for various accounts and ensure adequate funding
  • Monitor and record credit card and petty cash transactions
  • Review expense classifications for reasonableness
  • Reconcile and settle accounts between related client entities
  • Prepare, review and analyze monthly, quarterly, and annual financial statements and supporting workpapers in accordance with US GAAP and other bases of accounting
  • Develop relationships with clients, while becoming their main point of contact
  • Work within a team to ensure client expectations are met
  • Communicate exceptions to supervisors, managers, and department head as applicable
  • Contribute to the growth of the department by participating in project work

Experience and Skills:


  • Associate’s or Bachelor’s degree in Accounting, preferred but not required
  • 3-5 years of relevant experience
  • Impeccable verbal and written communication skills, as well as interpersonal skills
  • Critical goal level thinking, strong analytical skills, and attention to detail required
  • Strong Microsoft Excel skills
  • Experience with Quickbooks Enterprise Solution, Quickbooks Online, and Engagement software a plus
  • Ability to stay organized and focused in a fast-paced, deadline driven environment and capable of managing multiple priorities simultaneously and consistently producing accurate and 'client-ready' work
  • Availability to work overtime hours, as needed
  • Absolute adherence to strict confidentiality and privacy considerations


Learn more about us!

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.