Tax Senior Manager, Direct Funds

WHAT YOU’LL DO

As a Senior Manager on our State & Local Tax (SALT) team, you will lead

complex direct tax (income/franchise) engagements for investment funds, private

equity, hedge funds, and asset management clients. You’ll serve as a trusted

advisor on multi-state tax matters, delivering strategic compliance, consulting,

and structuring solutions with a strong emphasis on New York state taxation and

Tri-State tax matters.

Are you an experienced state and local tax professional with deep expertise in

direct (income/franchise) tax and a passion for delivering high-impact

consulting and planning solutions? As a Senior Manager on our SALT team, you

will take ownership of complex state income tax engagements for investment

companies, management companies, and other sophisticated client structures. In

this role, you will lead strategic SALT consulting and planning initiatives,

drive technical analysis from structuring through compliance, and serve as a

trusted advisor and thought leader in the direct tax space—while mentoring team

members and contributing to practice growth.

SALT Strategy & Compliance

• Lead and manage complex state income and franchise tax consulting and

compliance engagements, including multi-state apportionment, nexus analysis,

and entity structuring.

• Advise on state tax implications for investment partnerships, funds,

and management company structures.

• Develop and implement state income tax planning strategies, including

pass-through entity (PTE) tax elections, credit and incentive analysis, and

state-specific filing positions.

• Serve as a technical subject matter expert on direct SALT matters, with a

particular emphasis on New York state tax (required).

• Monitor legislative and regulatory developments across

key jurisdictions and provide strategic guidance to clients and internal

teams.

Client Experience

• Serve as primary relationship lead for SALT engagements, delivering

proactive, high-quality consulting and planning advice.

• Build trusted-advisor relationships by understanding clients' operations,

structures, and state tax risk areas.

• Provide clear, actionable recommendations on complex multi-state issues

tailored to each client's business.

• Collaborate across service lines—including federal tax, funds, and M&A

teams—for seamless, integrated service delivery.

Team Leadership & Practice Growth

• Review work of managers, seniors, and staff; provide coaching, feedback, and

technical guidance.

• Mentor and develop team members to build the next generation of SALT

leaders.

• Foster a collaborative, high-performance team environment.

• Contribute to business development and help grow the firm's direct SALT

practice.

WHO YOU ARE

Qualifications

• CPA, EA or JD required.

• Bachelor's degree in Accounting, Finance, or related field.

• 8+ years of progressive SALT experience with a strong focus on direct

(income/franchise) tax—not Sales & Use.

• New York state tax expertise required.

• Experience advising investment companies, funds, or complex entity structures

strongly preferred.

• Background at a Big 4 or large public accounting firm preferred.

• Proven leadership, communication, and client management skills.

• Interest in business development and growing a SALT practice.

• Proficiency in tax research tools and Microsoft Office.

• Eligibility to work in the U.S. without sponsorship.

Location

Preferred: New York Tri-State area (NY, NJ, CT)

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: $110,000-$210,000*

*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].