Partner in Assurance Services for Private Funds
2 weeks ago
Cohen & Company
Cohen & Company, a leading firm of Certified Public Accountants, is in search of an Assurance Partner specializing in Private Funds. We seek an individual with an entrepreneurial mindset and a strong dedication to client service to enhance our team.
Cohen's Private Funds division offers a comprehensive range of services, primarily focusing on assurance, tax, and advisory solutions tailored for private funds and their advisors. Our assurance services include audits of various private funds such as hedge funds, private equity funds, real estate funds, digital asset funds, and other alternative investment strategies. We also provide consultations on regulatory compliance, accounting practices, offshore jurisdictions, structuring, and other specialized matters. Our approach emphasizes high-touch, proactive client service, supported by a robust compliance, operational, and technological framework.
Key Responsibilities
Business Development and Leadership:
- Lead the strategic growth of the firm's offerings to Private Funds, identifying market trends and developing effective go-to-market strategies.
- Align market pursuits with internal business planning, focusing on training, leadership development, risk management, and resource allocation.
- Foster strong relationships with clients, internal partners, and industry leaders to ensure alignment of skills with market demands.
- Set and manage sales and revenue objectives, ensuring alignment with a strategic business plan and opportunity pipeline.
- Provide insights on marketing and business development priorities based on growth objectives.
- Encourage collaboration and team building within the internal community to maintain a client-centric focus.
- Monitor the health of the opportunity pipeline, assessing quality and quantity.
- Deliver technical excellence in audit and accounting for Private Funds.
- Maintain active client engagement, managing internal teams to ensure timely delivery of quality work and proactive service.
- Develop a comprehensive audit strategy tailored to the needs of Private Funds clients.
- Adjust pricing and service strategies as necessary to meet client expectations.
- Evaluate performance metrics and engagement outcomes.
- Lead the annual client continuance process, ensuring smooth transitions and strong client relationships.
- Conduct partner-level assurance reviews and approvals.
- Serve as a key resource for technical inquiries and knowledge.
- Act as a technical and business leader within the firm and externally.
- Leverage technical expertise from across the firm to support business pursuits.
Essential:
- Bachelor's degree and CPA certification.
- Over 12 years of progressive experience in assurance within a public accounting environment, demonstrating leadership and a proven track record.
- Minimum of 3 years at the Partner level or equivalent.
- Demonstrated thought leadership and advanced technical proficiency in assurance services for investment partnerships.
- Exceptional communication abilities.
- Strong leadership skills, with a focus on mentoring and team development.
- Market-oriented with a reputation for integrity.
- Proven ability to grow business and drive revenue.
- Innovative and adaptable in approach.
- Strong technical acumen with a commitment to enhancing methodologies.
- Ability to cross-sell services and foster growth across various service lines.
- Disciplined and accountable in execution.
- Exhibit humility and gratitude, balanced with confidence.
Recognized as one of America's Most Recommended Tax and Accounting Firms by USA TODAY and honored as one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company provides assurance, tax, and advisory services to a diverse clientele across the U.S. and globally. The firm serves a wide array of clients, from privately held businesses to public and private funds, advisors, and multinational corporations. Founded in 1977, Cohen & Company boasts a dedicated team of over 800 professionals across multiple offices. Through affiliated entities, the firm also maintains an international presence. Learn more about our culture and growth opportunities.
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