Cohen & Co · 4 days ago
Accounting Advisory Solutions Manager
Milwaukee, WI
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $155K/yr
4+ years expCohen & Co is a firm that prioritizes people and fosters a collaborative culture. The Accounting Advisory Solutions Manager will lead engagements for family office and investment clients, providing strategic accounting insights and managing client relationships while guiding staff and driving process improvements.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Manage client relationships and oversee accounting operations for family offices, investment partnerships, and related entities
Review and analyze monthly, quarterly, and annual financial statements in accordance with U.S. GAAP, tax basis, or cash basis accounting
Provide insights to clients beyond this historical reporting by drawing conclusions from financial data
Lead complex close processes, including reconciliations, journal entries, and reporting for investment portfolios and operating entities
Provide insights into accounting for investment structures, capital allocations, and intercompany transactions
Collaborate with internal teams—including tax, assurance, and CFO advisory—to deliver integrated client solutions
Identify opportunities to enhance processes and technology adoption across accounting systems and reporting workflows
Supervise, coach, and develop associates and senior associates within the AAS team
Manage project planning, staffing, and workflow to ensure timely, high-quality deliverables
Contribute to practice growth by mentoring team members, participating in business development efforts, and strengthening client relationships
Model strong communication, accountability, and professionalism in a fast-paced, client-facing environment
Lead initiatives to improve accounting processes, workflows, and reporting efficiency for clients and the firm
Evaluate and implement new technologies, tools, and approaches to enhance accuracy and streamline delivery
Partner with internal teams to develop best practices, standardize procedures, and drive innovation across engagements
Analyze complex financial and operational data to provide actionable insights and recommendations for clients
Identify opportunities to enhance service delivery, improve client satisfaction, and support the growth of the Accounting Advisory Solutions practice
Qualification
Required
Bachelor's degree in accounting or related field required; Master's preferred
CPA license or active progress toward CPA eligibility strongly preferred
4+ years of experience in public accounting, family office services, or a related industry role (Assistant Controller, Accounting Manager, etc.)
Strong understanding of U.S. GAAP and investment accounting principles
Demonstrated experience with family office and investment clients, including private equity, hedge funds, and/or investment entities
Advanced analytical and problem-solving skills; ability to adapt to new challenges and manage multiple priorities
Excellent written and verbal communication skills with the ability to interact effectively with sophisticated clients
Proficiency with Excel and accounting systems such as QuickBooks Enterprise/Online or Sage
Strong technology mindset with experience in adopting new systems and tools
Preferred
Experience with forensic accounting, investment reporting, or process improvement initiatives
Prior experience in a consulting, advisory, or client-facing accounting role
Demonstrated ability to navigate fast-paced, changing environments with professionalism and composure
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
Company data provided by crunchbase