Tax Senior, Registered Investment Companies; RICs

Overview

Tax Senior, Registered Investment Companies (RICs) at Cohen & Co. This role on the Registered Investment Company (RIC) Tax team focuses on preparing and reviewing complex RIC tax returns, working directly with clients, and mentoring junior staff while contributing to high-quality tax solutions.

• Prepare complex RIC tax returns and perform detailed reviews of work papers, allocations, and tax filings.
• Assist with materials and research for consulting projects related to tax planning opportunities.
• Review tax returns prepared by staff and provide recommendations to improve accuracy and identify tax savings opportunities.
• Demonstrate an understanding of increasingly complex tax concepts while supporting client needs.
• Work directly with clients to gather information and complete tax returns.
• Communicate effectively to ensure a smooth compliance process and deliver high-quality service.
• Stay informed of tax law changes and industry trends to better support client planning and compliance efforts.
• Collaborate with engagement teams to deliver timely and accurate services.
• Coach interns and entry-level staff, sharing knowledge and practical guidance.
• Contribute to building a positive, inclusive team environment that values diverse perspectives.
• Take initiative in fast-paced, dynamic situations, supporting team success and continuous improvement.

• Bachelor’s degree.
• CPA license or actively pursuing CPA qualifications.
• 2+ years of progressive experience at a public accounting firm.
• Basic understanding of challenges related to RIC tax returns.
• Experience preparing tax returns for more complex RICs.
• Ability to manage multiple priorities and collaborate effectively with internal and external stakeholders.
• Strong leadership potential with enthusiasm for mentoring and developing team members.
• Excellent time and project management skills.
• Strong written and verbal communication skills, with a client-service mindset.
• Proficiency in Outlook, Excel, Word, Adobe, etc.
• Strong understanding of CCH Axcess.
• Initiative-driven, curious, and comfortable in a fast-paced environment that challenges 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

We value great people first and foster an inclusive, growth-oriented culture. Our approach includes diversity, equity and inclusion, and a comprehensive Total Rewards package designed to meet diverse needs.

• Discover our Passion, Purpose & Expertise
• Experienced Hire Opportunities
• Learn about our firm’s culture and growth opportunities

Estimated salary range: $70,000 - $125,000. Salaries are determined based on candidate's skills, experience, licensure, certifications, job responsibilities, geography, and market considerations. Our Total Rewards program goes beyond base pay to include time off, bonuses, and development resources.

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture.