Cohen & Co · 1 hour ago
Tax Manager or Senior Manager, Private Equity Funds
Greenwood Village, CO
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $210K/yr
5+ years expCohen & Co is a dynamic firm seeking experienced tax professionals to join their Tax team at the Manager or Senior Manager level. This role focuses on delivering exceptional client service to private equity funds by developing customized tax solutions and optimizing fund strategies while ensuring compliance with regulations.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
Lead tax advisory, compliance review, and tax return signoff for private equity clients, including multi-state filings and specialized tax considerations for funds and investments
Oversee the preparation and filing of partnership and fund tax returns (e.g., Form 1065, K-1), ensuring compliance with regulations while maximizing tax efficiency for private equity structures
Work closely with clients to develop and implement tax-efficient strategies that align with investment goals, fund structures, and long-term financial objectives
Stay up to date on current tax laws, regulatory changes, and industry best practices, particularly in the private equity space, to deliver strategic and informed tax advice
Build and maintain strong relationships with private equity fund managers, institutional investors, and other key stakeholders, providing consistent value and expertise to ensure client satisfaction and confidence
Provide high-level tax guidance on complex issues such as fund structures, carried interest, and tax planning for investments and distributions
Stay current with tax developments relevant to private equity, ensuring clients receive the most accurate, strategic, and timely advice
Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues
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
Qualification
Required
Bachelor's degree required
CPA or JD required at the senior manager level
5 + years of tax experience, with a focus on private equity funds; Preferably within a public accounting firm
Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner
Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success
Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required
Preferred
Preferred at the manager level: CPA or JD
Prefer a hybrid work environment, but open to remote candidates
Preferred Locations: Cleveland, Akron, OH; Pittsburgh, PA; Chicago, IL; Detroit or St. Clair Shores, MI
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
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
PR Newswire
2025-10-01
Siebert Financial Corporation
2025-09-12
Company data provided by crunchbase