Accounting Advisory Solutions Manager – Cohen & Co – Jobs in Milwaukee, WI | OpenJobs AI

Job Details

Overview Company

Accounting Advisory Solutions Manager

$85k/y-$155k/y

Cohen & Co

a day ago

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HybridFull-timeMid

Summary

Cohen & Co is seeking an Accounting Advisory Solutions Manager to join their team in Milwaukee, WI. The role involves leading engagements that support family office and investment clients, providing strategic accounting insight, and managing day-to-day operations.

About the Role

As an Accounting Advisory Solutions Manager, you will manage client relationships and oversee accounting operations for family offices and investment partnerships. Your responsibilities include reviewing financial statements, leading complex close processes, collaborating with internal teams, and identifying opportunities for process improvements. You will also supervise and develop team members while contributing to practice growth and leading initiatives to enhance accounting processes and service delivery.

About You

Required:

Bachelor's degree in accounting or related field.
4+ years of experience in public accounting, family office services, or a related industry role.
Strong understanding of U.S. GAAP and investment accounting principles.
Excellent written and verbal communication skills.

Preferred:

Master's degree in accounting or related field.
CPA license or active progress toward CPA eligibility.
Experience with forensic accounting, investment reporting, or process improvement initiatives.
Prior experience in a consulting, advisory, or client-facing accounting role.

Benefits

Comprehensive and competitive Total Rewards package.
Time off outside of standard PTO to give back to the community.
Annual discretionary merit increases and bonuses.
Talent development resources for growth opportunities.

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. “Cohen & Co” is the brand name under which Cohen & Company, Ltd. and Cohen & Co Advisory, LLC, and its subsidiary entities, provide professional services in accordance with all applicable laws, regulations and professional standards. Cohen & Company, Ltd., a licensed independent CPA firm, provides attest services. Cohen & Co Advisory, LLC and its subsidiary entities provide tax, advisory and business consulting services and are not licensed CPA firms. Combined we have more than 800 dedicated professionals across the U.S., 14 offices and a presence in the Cayman Islands through an affiliated entity. Learn more at cohenco.com.

Milwaukee, WI