Cohen & Co · 2 weeks ago
Tax Manager, Registered Investment Companies (RICs)
Greenwood Village, CO
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $155K/yr
5+ years expCohen & Co is a firm that prioritizes putting great people first, and they are seeking an experienced tax professional to join their Registered Investment Company (RIC) Tax team. In this role, you will manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success while fostering a culture of growth and collaboration.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
Responsibilities
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
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
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
Qualification
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
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
Recent News
2025-10-25
PR Newswire
2025-10-01
Siebert Financial Corporation
2025-09-12
Company data provided by crunchbase