Tax Manager, Registered Investment Companies; RICs

Tax Manager, Registered Investment Companies (RICs)

Join to apply for the Tax Manager, Registered Investment Companies (RICs) role at Cohen & Co.

Senior Tax professional on the Registered Investment Company (RIC) Tax team focused on tax planning, compliance, and client service for RIC engagements.

• 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; share expertise across the team.
• Foster an inclusive culture and contribute to growth; develop young leaders.
• 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, OH;
Baltimore, MD;
Buffalo, NY;
New York, NY;
Chicago, IL;
Denver, CO;
Detroit, MI;
St. Clair Shores, MI;
Milwaukee, WI;
Philadelphia, PA;
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 “great people first” by championing diversity and offering a comprehensive Total Rewards package, including time off outside of standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more.

Estimated Salary Range: $85,. Salaries determined based on candidate s skillset, experience, licensure, certifications, responsibilities, geography, market considerations, and organizational needs. Our Total Rewards package goes beyond standard options, including time off outside of standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!

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.

• Mid-Senior level

• Full-time

• Accounting/Auditing and Finance

• Accounting