Tax Senior, Registered Investment Companies; RICs

Tax Senior, Registered Investment Companies (RICs)

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

Tax Senior, Registered Investment Companies (RICs)

5 days ago Be among the first 25 applicants

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

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Cohen & Co

Senior Talent Acquisition Specialist at Cohen & Co

Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Senior on our Registered Investment Company (RIC) Tax team, you’ll prepare and review complex RIC tax returns, work directly with clients, and help mentor junior staff while contributing to innovative, high-quality tax solutions.

Tax Strategy & Compliance

• 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.

Client Experience

• 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.

Team Leadership

• 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.

Who You Are

Required:

• 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.

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, PA
• Hybrid work environment

Who We Are

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, Purpose & Expertise
• Experienced Hire Opportunities
• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture!

Estimated Salary Range: $70,
*

• Salaries offered to candidates are determined based on factors…