Tax Manager, Private Funds

What You’ll DoAre you a tax professional ready to take the next step in your career? If you have experience with private funds and enjoy leading teams, building client relationships, and creating meaningful impact, this opportunity is for you!

At Cohen & Co, our people come first. We’ve built a culture rooted in collaboration, communication, and growth, where great ideas are valued and your voice makes a difference.

As a Tax Manager in our Private Funds group, you’ll focus on serving hedge fund clients while also gaining exposure to private equity, fund of funds, and real estate funds. You’ll lead engagements, guide teams, and deliver tax solutions that help sophisticated fund managers navigate complex structures and evolving regulations. Beyond compliance, you’ll strengthen client relationships, identify planning opportunities, and contribute to the continued growth of our Private Funds practice.

Tax Strategy & Compliance Lead tax compliance and advisory engagements for hedge funds and other private fund clients.

Review partnership and corporate tax returns, with an emphasis on fund structures, investor allocations, and income recharacterization.

Advise on securities trading, mark-to-market accounting, fund structuring, and management or incentive fee arrangements.

Monitor evolving tax legislation impacting private funds and identify potential planning opportunities.

Provide guidance on federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations.

Manage multiple engagements and deadlines while maintaining a high level of quality and client service.

Client Experience Serve as a primary day-to-day client contact, managing expectations, deadlines, and deliverables.

Drive engagement planning and execution from kickoff through completion.

Partner with Directors and Partners to identify and implement tax strategies aligned with client goals.

Manage billing, budgeting, and WIP for assigned engagements.

Build strong client relationships through proactive communication and high-quality service.

Team Leadership Lead, coach, and mentor staff and seniors to support their technical and professional development.

Review team members’ work and provide clear, actionable feedback.

Promote teamwork, open communication, and accountability within the pod.

Support process improvement and knowledge sharing across the broader Asset Management Tax team.

Bring a forward-thinking mindset and identify opportunities to work more efficiently.

Who You Are

Required Qualifications Bachelor’s degree in Accounting or a related field.
5+ years of progressive public accounting tax experience.

Experience with private funds, including private equity, hedge funds, fund of funds, or real estate funds.

Experience reviewing partnership tax returns and complex tax work.

Experience managing engagements, deadlines, and multiple priorities.

Experience serving as a client contact and building client relationships.

Experience reviewing and developing staff.

Strong verbal and written communication skills.

Strong project management and organizational skills.

Ability to operate effectively in a fast-paced, team-oriented environment.

Proficiency with Microsoft Office and familiarity with tax preparation software.

Preferred Qualifications CPA or progress toward CPA licensure.

Experience with complex partnership and multi-tiered fund structures.

Hedge fund tax experience.

Experience with fund-level and investor-level allocations and reporting.

Knowledge of carried interest, incentive allocations, and fund distribution waterfalls.

Familiarity with securities taxation and mark-to-market accounting.

Exposure to PFIC, CFC, withholding, or other international tax considerations impacting private funds.

Experience identifying tax…