Cohen & Co · 4 months ago
Tax Senior, Registered Investment Companies (RICs)
US-PA-Philadelphia
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $125K/yr
2+ years expCohen & Co is a firm that prioritizes people and fosters a culture of growth and collaboration. They are seeking a Senior on their Registered Investment Company (RIC) Tax team to prepare and review complex RIC tax returns, work directly with clients, and mentor junior staff while contributing to innovative tax solutions.
AccountingConsultingFinancial Services
Responsibilities
Prepare complex RIC tax returns and perform detailed reviews of work papers, allocations, and tax filings
Assist with materials and research for consulting projects related to tax planning opportunities
Review tax returns prepared by staff and provide recommendations to improve accuracy and identify tax savings opportunities
Demonstrate an understanding of increasingly complex tax concepts while supporting client needs
Work directly with clients to gather information and complete tax returns
Communicate effectively to ensure a smooth compliance process and deliver high-quality service
Stay informed of tax law changes and industry trends to better support client planning and compliance efforts
Collaborate with engagement teams to deliver timely and accurate services
Coach interns and entry-level staff, sharing knowledge and practical guidance
Contribute to building a positive, inclusive team environment that values diverse perspectives
Take initiative in fast-paced, dynamic situations, supporting team success and continuous improvement
Qualification
Required
Bachelor's degree
CPA license or actively pursuing CPA qualifications
2+ years of progressive experience at a public accounting firm
Basic understanding of challenges related to RIC tax returns
Experience preparing tax returns for more complex RICs
Ability to manage multiple priorities and collaborate effectively with internal and external stakeholders
Strong leadership potential with enthusiasm for mentoring and developing team members
Excellent time and project management skills
Strong written and verbal communication skills, with a client-service mindset
Proficiency in Outlook, Excel, Word, Adobe, etc
Strong understanding of CCH Axcess
Initiative-driven, curious, and comfortable in a fast-paced environment that challenges the status quo
Benefits
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
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and serves a broad range of clients — from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises.
501-1000 employees
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
Recent News
2025-10-25
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