Tax Manager, Registered Investment Companies; RICs

Position: Tax Manager, Registered Investment Companies (RICs)
What You'll DoAre you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we’re looking for someone like you to join our team!

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.

Tax Strategy & Compliance 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.

Client Experience 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.

Team Leadership Coordinate schedules and deadlines across multiple engagement teams.

Operate in a dynamic environment, coaching staff, seniors, and managers while sharing your expertise across the team.

Respect and celebrate the diverse stories, backgrounds, perspectives, and ideas of each team member, building meaningful relationships with those you work  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.

Who You Are Required Bachelor ’s degree required; CPA or JD preferred5+ years of progressive public accounting experience

Strong experience with RIC returns, including compliance, research, and client advisory

Working knowledge of tax credits and incentives

Ability to manage multiple priorities and stakeholders in a fast-paced environment

Strong leadership skills, including coaching and developing team members

Excellent communication and relationship-building skills (client-facing and internal collaboration)
Strong organizational, time, and project management abilities

Proficiency in Microsoft Office (Excel, Word, Outlook) and CCH Axcess Positive, proactive mindset with initiative and a willingness to learn

Location

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, PAHybrid work environment  Who We Are#Lifeat Cohen 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. In particular, 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; and Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

Learn More About Us! Discover our Passion,…