Cohen & Co · 2 days ago
Assurance Manager, Registered Funds
Milwaukee, WI
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $155K/yr
4+ years expCohen & Co is a recognized leader in the Assurance Practice, known for providing top-quality products and guidance to clients in the financial industry. They are seeking an experienced Assurance Manager to lead audit engagements for investment company clients, manage client relationships, and ensure project deliverables are met.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Audit engagements for financial industry clients, specifically mutual funds, exchange-traded funds, close-end funds, and collective investment trusts
Assume full responsibility for planning, supervising, and completing projects
Managing day-to-day client relationships
Understand engagement partner expectations of the engagement and monitor deadlines and deliverables
Balance and effectively deliver on multiple projects under restrictive time constraints
Develop an understanding of client’s business and industry and routinely seek information from the client regarding their needs and concerns
Recognize opportunities to provide additional services and opportunities to be innovative in serving existing clients
Qualification
Required
Bachelor's degree required
4-6 years of progressive audit experience in public accounting
CPA license required
Preferred
Experience working on investment-based clients (Mutual Funds, Hedge Funds, Fund of Funds) is preferred
Benefits
Comprehensive and competitive Total Rewards package
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
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.
501-1000 employees
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 StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
Recent News
2025-10-25
PR Newswire
2025-10-01
Siebert Financial Corporation
2025-09-12
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