Assurance Senior, Registered Funds jobs in United States
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Cohen & Co · 1 day ago

Assurance Senior, Registered Funds

positionChicago, IL
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$70K/yr - $125K/yr
date2+ years exp

Cohen & Co is a recognized leader in the Assurance Practice, known for its expertise in providing quality products and guidance to clients in the financial industry. They are seeking an experienced Senior to manage audit engagements for investment company clients and support audit staff through training and oversight.

AccountingConsultingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Courtney Gamble
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Responsibilities

Audit engagements for financial industry clients, specifically mutual funds, exchange-trade funds, closed-end funds, and collective investment trusts
Prepare and review of the annual audit reports, act as a direct liaison with the managers, audit staff, and other related parties
Conduct audits and assist the client through the financial reporting process
Train and support audit staff accountants through engagement

Qualification

Audit experienceInvestment company knowledgeCPA licensePublic accounting experienceTraining skills

Required

Bachelor's degree required
2-4 years of progressive audit experience in public accounting
CPA license or working towards CPA required

Preferred

Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred

Benefits

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

Company

Cohen & Co

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Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
dateFounded in 1997
location
Cleveland, Ohio, USA
people-size501-1000 employees
web-link
http://www.cohencpa.com

H1B Sponsorship

Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Lovell Minnick Partners
2024-10-25Private Equity

Leadership Team

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Cynthia Pedersen
Director, Tax Advisory Services
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