Cohen & Co’s national Investment Industry Services Group provides assurance, tax and consulting services to public and private funds, investment advisers, fund service providers, high-net-worth individuals, trusts and foundations. We have 300 investment industry dedicated professionals across the U.S.
In addition to our tax team that provides unmatched expertise in the industry, we are the:
- 4th largest registered funds auditor (Audit Analytics)
- 2nd largest auditor of ETFs (Audit Analytics)
- 20th largest auditor of private funds in the U.S. (Convergence)
- 13th largest auditor of hedge funds in the U.S. (Convergence)
But being the employer of choice means going BEYOND the stats and caliber of a large national firm. In fact, it depends on it.
We value you, your ideas and the flexibility you need to develop your career while you live your life. Our engaging culture focuses on what you need while you service some of the best clients in the U.S. Find your voice with us and make an impact from Day 1.
Here are just a few of the reasons our people come and stay with us:
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100% focus on registered funds, with the opportunity and access to work with alternative investment funds if you decide that’s right for you.
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Opportunities to operate at a higher level no matter your title. Team members have the chance to participate in our annual, prestigious Cohen Client Conference; join senior members of your team at client board meetings to help develop executive skills; network and work directly with clients from Day 1; and more.
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Collaborate and share ideas in a firm that listens and responds to what their people think and need. Just ask our “senior bootcamp” graduates who started their own roadshow to gather feedback and ideas from staff and seniors across our offices — and the opportunity to report out to the executive leadership team and see real results.
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Collaborate with clients before, during and after the audit, thanks to less red tape and more focus on hands-on learning and communication.
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Work with the best. Our caliber of people is unmatched and is represented at the highest levels of the AICPA, ICI, CAQ and SEC Working Groups.
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Flexible development plans that allow you to be up for promotion when you’re ready, not according to a rigid advancement process.
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Flexible schedules when you need (or want) them the most. Also experience perks, such as additional “pencils down” days throughout the year without using your PTO, and, of course, decide where you work best — at an office location near you or your home, wherever that may be.
Interested in learning more?
98% of Employees Feel Their Coworkers Care About Them
We've Got Each Others' Backs
That's what our employees said in a recent engagement survey. While technical expertise is important to us and our clients, having an internal culture that creates tight-knit teams results in a cohesive approach for our clients and a supportive and inclusive environment for our employees.
What's Your Cohen Why?
Freedom to Expand & Explore: Alissa Perteet
Alissa’s “plan” was to work in public accounting, then industry, then government — five years each. Then she would head off to teach at a local university. Instead, after working at two global firms for more than a decade, Alissa realized she loved public accounting. But she wanted to forge a slightly different path in the industry, without moving from the city she loved or giving up her time in the community.
97% of Our Employees Feel Projects They Receive Contribute to their Career Development
Focused on YOU
Employees from intern on up have the opportunity to work directly with internal and/or external clients from Day 1. We offer real work experience early on so you can develop and grow in your area. Change your mind? In addition to opportunities to specialize in various industry and technical areas, you can change your path if you're ready for something new.
What's Your Cohen Why?
The Right Type of Investment: Mike Meckstroth
Like many talented accountants, Mike began his registered funds career at a global firm, as his college advisers made it seem like the only real choice. Eventually, he became the firm’s recruiting champion for his alma mater, Ohio University. And it was one fateful recruiting event that led him to meet up with a former accounting classmate recruiting for Cohen & Co. About a week later, Mike found himself in discussions with a firm he admittedly didn’t know much about.
97% of Employees Agree We Offer Opportunities to Reach Out to Our Communities
Helping Others is a Team Effort
We help you find the time to give back in whatever way means the most to you. Our Cohen Cares Program is an example of our year-round commitment to community engagement. Throughout the year, we give you a bank of paid time off hours to volunteer for causes to which you feel personally connected. Or join the firm for one of our quarterly team volunteer events.