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Tax Manager, Registered Investment Companies (RICs)
Tax Manager, Registered Investment Companies (RICs)Cohen & Company • Cleveland, OH, US
Tax Manager, Registered Investment Companies (RICs)

Tax Manager, Registered Investment Companies (RICs)

Cohen & Company • Cleveland, OH, US
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Manager, Registered Investment Company (RIC) Tax Team

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 are looking for someone like you to join our team!

As a Manager on our RIC Tax team, you will manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. You will 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 experience at a public accounting firm.
  • Solid understanding of challenges related to RIC returns.
  • Practical knowledge of tax credits and incentives.
  • Experience advising clients on consulting and compliance engagements related to RICs.
  • Experience conducting tax research and analyzing complex tax issues.
  • Excellent leadership and organizational skills.
  • Enthusiasm for coaching and developing team members.
  • Ability to manage multiple priorities while leading internal and external stakeholders.
  • Positive attitude and willingness to be a team player.
  • Excellent time and project management skills.
  • Ability to build and maintain strong client and internal relationships.
  • Strong written and verbal communication skills, with the ability to collaborate effectively across engagement teams.
  • Proficiency in Outlook, Excel, Word, Adobe, etc.
  • Strong understanding of CCH Axcess required.
  • Initiative to learn, ask questions, and thrive in a fast-paced environment while challenging 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

    #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!

    • Estimated Salary Range : $85,000-155,000

  • 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 dont 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

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