Cohen & Co
Tax Senior Accountant, Private Funds
At Cohen & Co we believe in putting great people first — fostering a culture that values communication, teamwork, and growth. As a Tax Senior Accountant in our Private Funds group, you will focus on serving hedge fund clients while gaining exposure to private equity, fund of funds, and real estate funds. You will deliver high‑quality compliance and advisory services, navigate complex structures and evolving tax regulations, and contribute to strategic projects.
Tax Compliance & Advisory
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.
Client Engagement & Collaboration
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.
Team Development
Mentor junior staff through training, feedback, and review support.
Model strong communication and organization skills to promote team alignment.
Support the pod’s growth and integration efforts by fostering open communication and teamwork.
Qualifications
Bachelor’s degree in Accounting or a related field.
CPA license or progress toward CPA strongly preferred.
2+ years of experience in public accounting or asset‑management tax.
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.
Preferred Experience
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.
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.
Benefits
Competitive salary range: $70,000–$125,000.
Comprehensive total‑rewards package including time off beyond PTO, discretionary merit increases and bonuses, talent‑development resources, and more.
Equal‑Opportunity Employer 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.
Recruitment Note 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.
#J-18808-Ljbffr
Tax Compliance & Advisory
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.
Client Engagement & Collaboration
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.
Team Development
Mentor junior staff through training, feedback, and review support.
Model strong communication and organization skills to promote team alignment.
Support the pod’s growth and integration efforts by fostering open communication and teamwork.
Qualifications
Bachelor’s degree in Accounting or a related field.
CPA license or progress toward CPA strongly preferred.
2+ years of experience in public accounting or asset‑management tax.
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.
Preferred Experience
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.
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.
Benefits
Competitive salary range: $70,000–$125,000.
Comprehensive total‑rewards package including time off beyond PTO, discretionary merit increases and bonuses, talent‑development resources, and more.
Equal‑Opportunity Employer 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.
Recruitment Note 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.
#J-18808-Ljbffr