Jobs at Cohen & Co

Supports compensation, benefits, recognition, wellness, and total rewards administration. Conducts market pricing, benchmarking, reporting, workforce analytics, compensation planning, benefits enrollment, vendor coordination, compliance activities, and HRIS data management. Partners with employees, leaders, payroll, finance, legal, and People teams while supporting Workday optimization and continuous improvement across a global workforce.

Leads business development and opportunity origination for Advisory services by identifying target accounts, building executive and referral relationships, generating qualified opportunities, and managing consultative sales pursuits. Coordinates partners and subject matter experts through discovery, solution positioning, proposals, negotiations, and closing. Maintains Salesforce pipeline accuracy, forecasts revenue, drives follow-up, and achieves business development objectives while serving middle-market and private equity-related organizations.

Provides administrative and office support across New York and Philadelphia offices. Responsibilities include welcoming visitors, managing conference rooms, coordinating food and events, handling facilities requests, monitoring inboxes, supporting onboarding, processing tax returns, managing mail and supplies, and responding to recurring and ad hoc requests. Requires strong customer service, communication, organization, multitasking, problem-solving, and Microsoft Office skills.

Provide technical consulting expertise for Oracle Cloud Procure to Pay processes within an Oracle Fusion environment. The role requires experience with Oracle Cloud and Oracle Fusion systems, supporting client needs and enterprise resource planning solutions.

Develops, edits, coordinates, and tracks sales proposals, RFP/RFQ/RFI responses, pitch materials, and business development collateral. Ensures content accuracy, quality, branding, and compliance with client requirements. Manages proposal timelines, content libraries, templates, Salesforce tracking, and reporting while collaborating with partners, accountants, marketing teams, and senior leaders. Supports process improvements and maintains organized proposal records.

Leads complex tax compliance and advisory engagements for high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses. Provides tax planning, wealth preservation, estate and succession guidance, manages client relationships, reviews deliverables, mentors tax professionals, and supports practice development.

Leads end-to-end finance transformation engagements covering operating model design, process redesign, ERP and finance technology strategy, AI enablement, change management, and value realization. Manages client relationships, executive communications, engagement quality, business development, and consultant teams. Advises CFO-level stakeholders across finance processes, systems, controls, data, talent, and organizational change while overseeing programs from diagnostic through post-go-live stabilization.

Leads end-to-end enterprise performance management consulting engagements, including EPM platform implementations, solution and data architecture, FP&A process transformation, integrations, testing, change management, and post-go-live governance. Owns client relationships, scope, staffing, budgets, margins, proposals, and delivery risks while developing consulting teams. Requires hands-on expertise with Workday Adaptive Planning, Oracle EPM Cloud, or Pigment; strong financial modeling, GL architecture, SQL, Excel, and client communication skills.

Perform audit testing, assist with reporting, ensure compliance across client engagements, build professional relationships, develop accounting skills through training and feedback, and participate in firm initiatives such as recruitment, business development, DEI, and community service.

Lead complex business and portfolio valuations, perform financial modeling and analysis, review valuations for audit teams, and prepare client-ready reports. Manage multiple engagements, communicate with stakeholders, participate in client meetings, and provide critical insights. Review work from interns and staff while mentoring team members and advancing valuation expertise and credentials.

Perform outsourced accounting, reconciliations, general ledger maintenance, financial statement preparation, SEC reporting support, and technical accounting memo drafting. Advise clients on revenue recognition, leases, equity transactions, business combinations, and new accounting standards. Support audits, internal controls, process improvements, and automation initiatives while coordinating client engagements and mentoring junior staff.

Lead end-to-end Sage Intacct implementation projects from discovery through post-implementation support. Serve as the primary client advisor, design and integrate solutions, analyze business processes, guide financial reporting and compliance improvements, migrate historical data, and develop system requirements. Mentor junior consultants, lead complex project delivery, support testing and training, and recommend system optimizations aligned with client needs.

Tax interns gain hands-on professional services experience by assisting with tax compliance, return preparation, tax research, and planning. They collaborate with engagement teams, build relationships with mentors and peers, receive technical development feedback, and participate in firm initiatives such as business development, recruiting, DEI, and community service. The internship runs from early June through early August 2028, with full-time or part-time scheduling options.

Assurance interns gain hands-on experience in audit engagements by performing testing, assisting with reporting, and supporting compliance activities. They collaborate with clients and engagement teams, receive technical feedback and training, and participate in firm initiatives including business development, recruitment, DEI, and community service.

Participate in audit engagements by performing testing, assisting with reporting, and supporting compliance activities. Gain hands-on client experience, develop technical accounting skills, build professional relationships, and contribute to firm initiatives including business development, recruitment, DEI, and community service. The internship runs from early January through March 2028 and offers full-time or part-time schedules.

Lead and manage multiple audit engagements for privately held companies from planning through completion. Oversee budgets, review workpapers and financial statements, build client relationships, mentor audit staff, ensure compliance with U.S. GAAP and auditing standards, and support Partners with business development and process improvements.

Lead technical accounting consultations and SEC reporting for public and pre-IPO clients, including ASC guidance, SEC filings, SOX 404 compliance, internal control assessments, IPO readiness, client relationship management, and mentoring engagement teams while overseeing budgets, timelines, and deliverables.

Provide technical accounting and financial reporting guidance to renewable energy clients on tax equity, HLBV allocations, ITC/PTC, ASC 606/842, and complex project finance. Lead financial statement preparation and disclosures, manage client relationships, oversee engagement economics and staffing, mentor staff, and support audit readiness and accounting policy implementation.

Lead tax planning, compliance, and consulting for privately held and PE-owned clients. Manage client engagements, supervise engagement teams, deliver tax-structure and buy/sell planning, support business development, and contribute to firm-wide projects to grow the Private Client Services practice.

Support clients with financial reporting and technical accounting: prepare/review financial statements, implement new accounting standards (ASC 842/606/805), research and draft technical memos, assist SEC reporting, perform reconciliations/journal entries, optimize accounting processes, and collaborate with cross-functional teams to deliver client solutions and manage project delivery.