Tax Senior Accountant, Private Funds

Overview

Join to apply for the Tax Senior Accountant, Private Funds role at Cohen & Co

Are you a tax professional who thrives on collaboration, continuous learning, and meaningful client relationships? At Cohen & Co
, we believe in putting great people first — fostering a culture where communication, teamwork, and growth come together to deliver exceptional results. This role focuses on serving hedge fund clients within the Private Funds group, while also exposing you to private equity, fund of funds, and real estate funds. You’ll deliver high-quality compliance and advisory services to sophisticated investment managers, navigating complex structures, investor allocations, and evolving tax regulations.

This is an opportunity to deepen your technical expertise, contribute to strategic projects, and grow within a collaborative, people-first environment.

• Prepare and review federal and state partnership tax returns for hedge funds and other private fund clients.
• Work with complex fund structures, including master-feeder and fund-of-funds arrangements, tiered partnerships, and multi-entity allocations.
• Analyze securities transactions, income recharacterization, and mark-to-market issues applicable to hedge funds.
• Research and communicate tax technical issues impacting fund managers and investors, including new legislation and IRS guidance.
• Collaborate with managers and engagement teams to meet deadlines and deliver exceptional client service.
• Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements.

• Build trusted relationships with clients through proactive communication and reliable service delivery.
• Work closely with other team members to support engagement planning, coordination, and execution.
• Participate in discussions about broader industry trends, helping clients stay informed and future-focused.
• Contribute to internal team initiatives, helping strengthen collaboration and consistency across the group.

• Mentor junior staff through training, feedback, and review support.
• Model strong communication and organization skills to promote team alignment.
• Support the pod’s continued growth and integration efforts by fostering open communication and teamwork.

• Bachelor’s Degree in Accounting or related field required.
• CPA license or progress toward CPA strongly preferred.
• 2+ years of experience in public accounting or asset management tax preferred.
• Strong understanding of partnership taxation and fund structures.
• Excellent written and verbal communication skills; able to explain complex concepts clearly.
• Strong attention to detail, analytical thinking, and time management skills.
• Proactive, curious, and eager to contribute beyond compliance work.

• Experience with private equity, hedge fund, or real estate fund tax engagements.
• Familiarity with partnership allocations and fund accounting concepts.
• Exposure to K-1 preparation, investor reporting, and related schedules.
• Comfort operating in a fast-paced, collaborative, and client-facing environment.

• 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. 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…