Assurance Manager

Assurance Manager, Registered Funds

Location: Cleveland, OH, USA | Experience: Mid-Senior (4–6 years)

About the Company

Cohen & Co. is hiring for an Assurance Manager, Registered Funds role serving a client-facing environment across multiple U.S. locations. The opportunity is centered on delivering high-quality assurance work for registered funds while supporting a team that values technical accuracy, client service, and professional judgment. The role is designed for someone who can operate with ownership, bring structure to complex audits, and help clients navigate reporting requirements with confidence. This position offers exposure to a broad portfolio of fund clients and the chance to contribute at a manager level in a respected professional services setting. The work is best suited for someone who wants to combine technical audit depth with day-to-day leadership and client partnership. Competitive compensation is offered for the right experience and credentials.

About the Role

This role owns assurance delivery for registered funds and supports the quality, consistency, and timeliness of audit outcomes. The manager will guide engagement planning, oversee fieldwork, review work product, and keep client communication clear and practical. Success in the role depends on balancing technical accounting knowledge with strong people leadership and the ability to keep multiple engagements moving without losing control of detail. The position requires someone who can work across teams, resolve issues early, and help maintain a high standard of service for fund clients. This is a hands-on manager role with direct responsibility for audit execution, client trust, and team performance. The ideal candidate brings progressive public accounting experience, a CPA credential, and the judgment to lead in a demanding assurance environment.

Key Responsibilities

• Own assurance engagements for registered funds from planning through completion, ensuring work is accurate, timely, and aligned to client and regulatory expectations.
• Review audit procedures, workpapers, and deliverables to maintain technical quality and reduce rework across the engagement lifecycle.
• Guide engagement teams through fieldwork, issue resolution, and client coordination so deadlines are met without sacrificing control or responsiveness.
• Act as the main point of contact for clients, translating audit requirements into clear actions that support smooth communication and trusted relationships.
• Identify risks, accounting issues, and process gaps early, then drive practical solutions that keep engagements on track and protect audit quality.
• Coach and develop staff by giving clear direction, feedback, and review discipline that improves team performance and consistency.
• Partner with internal stakeholders to coordinate resources, manage priorities, and support efficient delivery across multiple concurrent engagements.

Essential Skills & Technologies

• Strong public accounting audit background with the ability to lead registered funds engagements and apply accounting standards with confidence in complex client situations.
• Deep working knowledge of assurance processes, workpaper review, engagement planning, and audit execution in a deadline-driven environment.
• CPA license and the credibility to operate at manager level with clients, internal teams, and technical reviewers.
• Ability to manage multiple priorities, maintain detail under pressure, and keep projects moving through clear follow-through and organized execution.
• Strong client communication skills with the judgment to explain issues simply, set expectations early, and build confidence through consistency.
• Leadership capability to coach staff, review work effectively, and raise team performance while maintaining quality standards.
• Familiarity with registered funds or related financial services assurance work is strongly preferred because it shortens ramp-up time and improves engagement impact.

Additional Plus

• Prior experience working on registered funds, investment funds, or similar financial services clients.
• Exposure to a multi-location or regional public accounting environment with complex client portfolios.
• Experience leading small teams or acting as a day-to-day engagement manager on multiple audit assignments.

What You'll Bring

• 4–6 years of progressive audit experience in public accounting, with the confidence to manage engagements and support client delivery.
• A CPA license, plus the technical foundation to review work, handle audit issues, and maintain high assurance standards.
• Strong ownership mindset, with the discipline to keep deadlines, quality, and communication under control across multiple engagements.
• The ability to lead people, build trust with clients, and turn complex audit requirements into clear, practical next steps.