Tax Manager, Registered Investment Companies; RICs

Overview

Tax Manager, Registered Investment Companies (RICs) – Senior Talent Acquisition Specialist at Cohen & Company

As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. You’ll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence.

• Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations.
• Handle billing and WIP management.
• Review tax returns and manage tax workflow across multiple engagements.
• Conduct tax research and analyze a variety of RIC-related tax issues.
• Oversee overall client experiences, including deadline management and client expectations.
• Advise clients on consulting and compliance engagements related to RICs.
• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide accurate, strategic advice.
• Build and maintain strong relationships with clients, ensuring ongoing satisfaction and confidence in our services.
• Coordinate schedules and deadlines across multiple engagement teams.
• Coach staff, seniors, and managers while sharing expertise across the team.
• Be growth-oriented and work toward building a leveraged model, when appropriate.
• Provide motivation and mentorship, including developing young leaders through active training and development.
• Exhibit forward thinking, innovation, and deliver exceptional work products.

• Bachelor’s degree required.
• CPA or JD preferred.
• 5+ years of progressive experience at a public accounting firm.
• Solid understanding of challenges related to RIC returns.
• Practical knowledge of tax credits and incentives.
• Experience advising clients on consulting and compliance engagements related to RICs.
• Experience conducting tax research and analyzing complex tax issues.
• Excellent leadership and organizational skills.
• Enthusiasm for coaching and developing team members.
• Ability to manage multiple priorities while leading internal and external stakeholders.
• Positive attitude and willingness to be a team player.
• Excellent time and project management skills.
• Ability to build and maintain strong client and internal relationships.
• Strong written and verbal communication skills, with the ability to collaborate effectively across engagement teams.
• Proficiency in Outlook, Excel, Word, Adobe, etc.
• Strong understanding of CCH Axcess required.
• Initiative to learn, ask questions, and thrive in a fast-paced environment while challenging the status quo.

• Cleveland, Akron, Youngstown, OH;
  Baltimore, MD;
  Buffalo or New York, NY;
  Chicago, IL;
  Denver, CO;
  Detroit or St. Clair Shores, MI;
  Milwaukee, WI;
  Philadelphia or Pittsburgh, PA
• Hybrid work environment

Sure, we like numbers. (But we’ll never treat you like one.) At Cohen & Co our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. We honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas that come from our people
• Offering a comprehensive and competitive Total Rewards package with benefits that suit each employee’s needs, including time off outside of standard PTO, merit increases, bonuses, talent development resources, and more.

Learn more about us:

• Discover our Passion, Purpose & Expertise
• Experienced Hire Opportunities
• Learn more about our firm’s culture and growth opportunities from our Executive Director of People & Culture

Estimated Salary Range: $85,

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.