• Tax Manager or Senior Manager, Hedge Funds

    Cohen & Co • Milwaukee, WI 53202

    Job #2810770362

  • What You'll Do:

    Are you an experienced tax professional with a strong background in hedge fund taxation and a passion for providing exceptional client service? We have an exciting opportunity for you to join our Firm’s hedge fund tax practice. 

    In this role,

    you'll

    work with hedge fund clients, providing invaluable

    expertise

    on complex tax compliance and structuring issues.

    You'll

    have the chance to drive high-impact projects, shape tax strategies, and

    optimize

    fund structures for hedge funds, all while advancing your career in a collaborative, high-growth environment.

    If

    you’re

    ready to take on challenging and impactful projects in a dynamic, collaborative environment, we want to hear from you!

    Tax 

    Strategy & Compliance:

    • Oversee hedge fund tax compliance engagements, addressing risk, operational, and technical tax issues.

    • Conduct research on tax legislation and explain its impact to asset management clients.

    • Provide

       strategic advice on partnership allocations, private equity carry waterfalls, and distribution waterfall structures.

    • Develop and review partnership tax returns, including Schedules K-1 and K-3.

    • Review and advise on international tax concepts such as PFICs, CFCs, and various tax reporting forms (1065, 1042, 1120F, 5471, etc.).

    • Compute taxable income and partnership allocations for private funds, including wash sales, straddles, carried interest, and incentive allocations.

    Client 

    Experience: 

    • Manage client expectations by ensuring the 

      timely

       completion of deliverables and quality of service.

    • Coordinate multiple engagement teams’ schedules and deadlines to ensure client 

      objectives

       are met efficiently.

    • Handle billing and WIP management with accuracy.

    • Act as a key point of contact for clients, 

      maintaining

       strong and productive relationships.

    Team Leadership:

    • 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

    • Manage internal and external stakeholder communications effectively to ensure alignment and clarity on engagement goals.

    • Exhibit forward thinking, innovation, and delivering an exceptional work product

    Who You Are:

    Required:

    • Bachelor’s Degree 

      required

    • CPA or JD 

      required

    • 5+ years of progressive experience in public accounting.

    • 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

    Location:

    • Cleveland, Akron, Youngstown, OH; Baltimore, MD; Milwaukee, WI; Chicago, IL; New York or Buffalo, NY; Detroit or St. Clair Shores, MI; 

      Pittsburgh or 

      Philadelphia, PA; Denver, CO

    • Hybrid work environment 

    Who We Are:

    LifeatCohen

    Sure, we like numbers. (But

    we’ll

    never

    treat you like one.)

    At C

    ohen

    & 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!

    Estimated Salary Range:

    $85,000 - $210,000* 

    *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 C

    ohen & 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 C

    ohen

    & 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

  • You Can Also Try Searching