Tax Senior Accountant, Hedge Funds

Cohen and Company
US - Wisconsin - Milwaukee
January 14, 2025

What You'll Do

Ready to dive into complex hedge fund tax strategies and make an impact? Cohen & Co is seeking a Tax Senior Accountant to make an impact in hedge fund tax compliance engagements and assist in providing strategic tax advice to asset management clients. In this role, you'll handle diverse tax issues, from international tax concepts like PFICs and CFCs to partnership allocations, while mentoring junior staff and delivering exceptional client service. If you're passionate about tax, eager to manage multiple priorities, and ready to grow in a dynamic, forward-thinking environment, this is your opportunity!

Tax Strategy & Compliance:

Oversee hedge fund tax compliance engagements for clients with appropriate consideration of risk, operational, and tax technical issues
Research of tax legislation and explaining the impact to asset management clients is required as part of your contribution to tax consulting projects
Juggle multiple priorities while managing internal and external stakeholders
Work with international tax concepts such as PFICs, CFCs, and other reporting information (Form 1065, Form 1042, Form 1120F, Form 5471, etc.)
Work with partnership allocations and an understanding of private equity carry waterfalls

Client Experience:

Provide strategic tax advice to high net worth clients on various issues such as estate planning, trust administration, and wealth transfer strategies
Stay up to date on current tax laws, regulatory changes, and industry best practices to provide the most accurate strategic advice to clients
Build and maintain strong relationships with high net worth clients, ensuring ongoing satisfaction and confidence in your services

Team Leadership:

Operate in a dynamic environment, coach junior staff members, and share your knowledge and experience with the entire team
Coordinate multiple engagement teams' schedules and deadlines
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
Exhibit forward thinking, innovation, and delivering an exceptional work product

Who You AreRequired:

Bachelor's Degree required
CPA or qualifications completed to pursue CPA
2+ years of progressive experience at a public accounting firm
Excellent leadership and organizational skills
Strong external and internal communication required, due to client facing role and importance
of strong partnership with internal engagement teams
Understanding of Outlook, Excel, Word, Adobe, etc. required
Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
develop strong relationships internally, and flexibility are required and keys to success
Some experience in preparing and reviewing partnership tax returns and Schedules K-1 and K-3
Some experience with computing taxable income and partnership allocations for private funds
Basic knowledge of wash sales, straddles, carried interest and incentive allocations
Some knowledge of distribution waterfall

Location:

Chicago, IL; New York City, Buffalo, NY; Philadelphia, PA; Hunt Valley, MD; Detroit, MI; Cleveland, Akron, Youngstown, OH; Pittsburgh, PA; Milwaukee, WI, 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: $70,000 - 125,000*
• 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

Read the full job description and apply online on the recuiter's web-site

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