Tax Manager, Registered Investment Companies; RICs

Overview

Tax Manager, Registered Investment Companies (RICs) role at Cohen & Co. This position focuses on tax planning and compliance for RICs, client advisory on complex transactions, and leading engagement teams to deliver high‑quality results.

• 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.
• Support building a leveraged model where appropriate and contribute to development of young leaders through active training and development.
• Demonstrate 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.
• Strong written and verbal communication skills; ability to collaborate effectively across engagement teams.
• Proficiency in Outlook, Excel, Word, Adobe, etc.; strong understanding of CCH Axcess.
• Initiative to learn, ask questions, and thrive in a fast-paced environment while challenging the status quo.

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

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 principle of “great people first” by championing diversity, equity and inclusion and offering a comprehensive Total Rewards package including time off beyond PTO, merit increases and bonuses, talent development resources, and 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.