Tax Manager or Senior Manager, Hedge Funds

What You'll Do

Are you an experienced tax professional with a strong background in hedge fund taxation and a passion for providing exceptional client service? We have an exciting opportunity for you to join our Firm’s hedge fund tax practice. In this role, you'll work with hedge fund clients, providing invaluable expertise on complex tax compliance and structuring issues. You'll have the chance to drive high-impact projects, shape tax strategies, and optimize fund structures for hedge funds, all while advancing your career in a collaborative, high-growth environment. If you’re ready to take on challenging and impactful projects in a dynamic, collaborative environment, we want to hear from you! 

Tax Strategy & Compliance: 

• Oversee hedge fund tax compliance engagements, addressing risk, operational, and technical tax issues. 

• Conduct research on tax legislation and explain its impact to asset management clients. 

• Provide strategic advice on partnership allocations, private equity carry waterfalls, and distribution waterfall structures. 

• Develop and review partnership tax returns, including Schedules K-1 and K-3. 

• Review and advise on international tax concepts such as PFICs, CFCs, and various tax reporting forms (1065, 1042, 1120F, 5471, etc.). 

• Compute taxable income and partnership allocations for private funds, including wash sales, straddles, carried interest, and incentive allocations. 

Client Experience:  

• Manage client expectations by ensuring the timely completion of deliverables and quality of service. 

• Coordinate multiple engagement teams’ schedules and deadlines to ensure client objectives are met efficiently. 

• Handle billing and WIP management with accuracy. 

• Act as a key point of contact for clients, maintaining strong and productive relationships. 

Team Leadership:  

• Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues. 

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with. 

• Be growth oriented and work towards building a leveraged model, when appropriate. 

• Provide motivation to the team, including developing young leaders via active contribution to training and development. 

• Manage internal and external stakeholder communications effectively to ensure alignment and clarity on engagement goals. 

• Exhibit forward thinking, innovation, and delivering an exceptional work product. 

Who You Are

Required: 

• Bachelor’s Degree required 

• CPA or JD required 

• 5 years of progressive experience in public accounting. 

• Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives.  

• Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner.  

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success.  

• Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required. 

Location: 

• Cleveland, Akron, Youngstown, OH; Baltimore, MD; Milwaukee, WI; Chicago, IL; New York or Buffalo, NY; Detroit or St. Clair Shores, MI; Pittsburgh or Philadelphia, PA; Denver, CO 

• Hybrid work environment  

Who We Are

#LifeatCohen 

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:  $85,000 - $210,000*  

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your 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. 

#LI-PROMO 

#LI-Hybrid 

Salary : $85,000 - $210,000