Tax Manager, Registered Investment Companies (RICs)

WHAT YOU'LL DO

• Are you an experienced tax professional eager to lead, innovate, and make a real
• impact? At Cohen & Co, we believe in putting great people first, and we’re
• looking for someone like you to join our team!

• As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage
• tax planning and compliance for RICs, guide clients through complex
• transactions, and lead teams to success. You’ll have the opportunity to build
• strong relationships with clients while fostering a culture of growth,
• collaboration, and excellence.

• Tax Strategy & Compliance

• 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.

Client Experience

• 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.

Team Leadership

• Coordinate schedules and deadlines across multiple engagement teams.

• Operate in a dynamic environment, coaching staff, seniors, and managers while

sharing your expertise across the team.

• Respect and celebrate the diverse stories, backgrounds, perspectives, and

ideas of each team member, building meaningful relationships with those you

work with.

• Be growth-oriented and work toward building a leveraged model, when

appropriate.

• Provide motivation and mentorship, including developing young leaders through

active training and development.

• Exhibit forward thinking, innovation, and deliver exceptional work products.

WHO YOU ARE

Required

• Bachelor’s degree required; CPA or JD preferred

• 5+ years of progressive public accounting experience

• Strong experience with RIC returns, including compliance, research, and

client advisory

• Working knowledge of tax credits and incentives

• Ability to manage multiple priorities and stakeholders in a fast-paced

environment

• Strong leadership skills, including coaching and developing team members

• Excellent communication and relationship-building skills (client-facing and

internal collaboration)

• Strong organizational, time, and project management abilities

• Proficiency in Microsoft Office (Excel, Word, Outlook) and CCH Axcess

• Positive, proactive mindset with initiative and a willingness to learn

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

#LifeatCohen [https://www.linkedin.com/company/cohenco/life/]

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles

[https://www.cohenco.com/careers/why-cohen] 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

[https://www.cohenco.com/about-us/diversity-equity-inclusion] by embracing

the unique stories, backgrounds, perspectives and ideas that come from our

people; and

• Offering a comprehensive and competitive Total Rewards

[https://www.cohenco.com/careers/why-cohen/total-rewards-benefits] 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 [https://www.cohenco.com/about-us]

• Learn more about our Firm's culture

[https://www.cohenco.com/careers/why-cohen/our-culture]

Estimated Base Range: $85,000-155,000*

*Base compensation 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.

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

[https://www.cohenco.com/careers/agency-recruiter-policy].