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Tax Senior, Registered Investment Companies (RICs)

Tax Senior, Registered Investment Companies (RICs)

Cohen & CompanyCleveland, OH, US
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Senior On Our Registered Investment Company (RIC) Tax Team

Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Senior on our Registered Investment Company (RIC) Tax team, you'll prepare and review complex RIC tax returns, work directly with clients, and help mentor junior staff while contributing to innovative, high-quality tax solutions.

Tax Strategy & Compliance

  • 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.

Client Experience

  • 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.

    • Team Leadership

  • 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.

    • Who You Are

    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.

    • Location :

  • Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA
  • Hybrid work environment

    • Who We Are

    #LifeatCohen

    Sure, we like numbers. (But we'll never treat you like one.)

    At Cohen & 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!

    • Estimated Salary Range : $70,000-125,000

  • 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 Cohen & 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 Cohen & 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

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    Tax Senior • Cleveland, OH, US

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