Cohen & Co · 9 hours ago
Tax Manager, Private Funds
Greater Cleveland
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $155K/yr
5+ years expCohen & Co is a firm that prioritizes its people and fosters a collaborative culture. They are seeking a Tax Manager for their Private Funds group to lead tax compliance and advisory engagements for hedge fund clients, while also building client relationships and mentoring junior staff.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Lead tax compliance and advisory engagements for hedge funds and other private fund clients, addressing technical, operational, and risk considerations
Review and provide strategic insight on partnership and corporate tax returns, with an emphasis on hedge fund structures, investor allocations, and income recharacterization issues
Advise clients on complex topics such as securities trading, mark-to-market accounting, fund structuring, and management/incentive fee arrangements
Interpret new and evolving tax legislation affecting hedge funds, identifying implications and opportunities for tax efficiency
Manage multiple priorities while maintaining exceptional quality and client service standards
Provide guidance on relevant federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations for cross-border investors
Serve as the primary client contact, managing expectations, deadlines, and deliverables
Drive engagement planning and execution, ensuring accuracy, timeliness, and quality across all client interactions
Collaborate with partners and directors to identify and implement tax strategies that align with client goals
Oversee billing, budgeting, and WIP management for assigned engagements
Develop trusted, long-term client relationships built on proactive communication and exceptional service delivery
Lead, coach, and mentor junior and senior staff to help them grow technically and professionally
Promote a culture of teamwork, open communication, and continuous improvement within the pod
Contribute to the development of young leaders through active involvement in training and mentoring programs
Support process improvements and knowledge sharing across the broader Asset Management Tax team
Demonstrate forward thinking, innovation, and accountability in all aspects of leadership
Qualification
Required
Bachelor's Degree in Accounting or related field required
CPA license or progress toward CPA strongly preferred
5+ years of progressive public accounting experience, with a focus on private fund taxation (private equity, hedge, or real estate funds)
Proven experience managing client relationships and engagement teams
Excellent verbal and written communication skills, with the ability to clearly explain complex tax concepts
Strong leadership, project management, and organizational skills
Initiative to learn, challenge the status quo, and operate effectively in a fast-paced, team-oriented environment
Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Adobe) and familiarity with tax preparation software
Preferred
Experience reviewing complex partnership structures and multi-tiered entities
Familiarity with fund-level and investor-level allocations and related reporting
Knowledge of tax implications related to carried interest, incentive allocations, and fund distribution waterfalls
Demonstrated ability to identify tax planning opportunities and contribute to strategic client discussions
Benefits
Comprehensive and competitive Total Rewards package
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
Represents job field similar to this job
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
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