Search jobs > Milwaukee, WI > Senior tax accountant

Tax Senior Accountant, Hedge Funds

Cohen & Company
Milwaukee, WI
$65K-$120K a year
Full-time

Overview

Cohen & Company

Certified Public Accountants

We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team!

Responsibilities

  • Oversee hedge fund tax compliance engagements for clients with appropriate consideration of risk, operational, and tax technical issues
  • Research of tax legislation and explaining the impact to asset management clients is required as part of your contribution to tax consulting projects
  • Operate in a dynamic environment, coach junior staff members, and share your knowledge and experience with the entire team
  • Coordinate multiple engagement teams' schedules and deadlines

Qualifications

Skills and attributes for success :

  • Positive attitude and willingness to be a team player
  • Excellent time and project management skills
  • Proficiency in partnership allocations and an understanding of private equity carry waterfalls
  • A practical understanding of international tax concepts such as PFICs, CFCs, and other reporting information (Form 1065, Form 1042, Form 1120F, Form 5471, etc.)
  • Proficiency in juggling multiple priorities while managing internal and external stakeholders
  • Willingness and ability to learn new concepts with minimal guidance
  • Enthusiasm for coaching and developing team members

Requirements :

  • Bachelor's Degree required
  • CPA or qualifications completed to pursue CPA
  • 2+ years of progressive experience at a public accounting firm
  • Excellent leadership and organizational skills
  • Strong external and internal communication required, due to client facing role and importance
  • of strong partnership with internal engagement teams
  • Understanding of Outlook, Excel, Word, Adobe, etc. required
  • Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
  • develop strong relationships internally, and flexibility are required and keys to success
  • Some experience in preparing and reviewing partnership tax returns and Schedules K-1 and K-3
  • Some experience with computing taxable income and partnership allocations for private funds
  • Basic knowledge of wash sales, straddles, carried interest and incentive allocations
  • Some knowledge of distribution waterfall

Estimated Salary Range : $65,000 - $120,000*

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 & Company, 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!

About Cohen & Company

Named one of America's Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.

S. and worldwide. The firm 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. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.

S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.

Locations :

Chicago, IL; New York City, Buffalo, NY; Philadelphia, PA; Hunt Valley, MD; Detroit, MI; Cleveland, Akron, Youngstown, OH;

Pittsburgh, PA; Milwaukee, WI

Learn more about us :

  • Cohen & Company : www.cohencpa.com
  • Careers : www.cohencpa.jobs

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.

LI-Hybrid

30+ days ago
Related jobs
Wipfli
Milwaukee, Wisconsin

As a Senior Manager in Partnership Tax, you’ll conduct primary and secondary reviews of complex tax returns, providing tax consulting services to partnership clients. Develop technical competency and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related...

Hilmot
Milwaukee, Wisconsin

The Senior Tax Accountant will work closely with various departments to ensure accurate tax reporting and to support tax planning and audit defense initiatives. The Senior Tax Accountant will be responsible for managing and overseeing the tax compliance and reporting functions for the organization. ...

Thomas M. Keuler CPA
Milwaukee, Wisconsin

We are looking for a Senior Tax  Accountant – Ownership Potential, OR Enrolled Agent with ownership potential. As we continue to grow, we are seeking an experienced Senior Accountant who is eager to advance their career in a full-time or part-time role that offers the potential for future...

Wipfli
Milwaukee, Wisconsin

Review tax-related information to include tax provisions, depreciation schedules, property tax returns, etc. Responsible for managing and coordinating tax compliance and advisory work for clients. Review Individual, Trust, and Estatetax returns. Lead client relationships on day to day tax matters su...

Deloitte
Milwaukee, Wisconsin

Tax Seniors in our Hedge Fund Tax practice perform detail-level review of tax workpapers, allocations and tax returns, as well as perform research to advise on transactional and tax planning opportunities with the support of our robust Washington National Tax group. Hedge funds—Are you a leader and ...

Wipfli
Milwaukee, Wisconsin

Prepare individual, business and fiduciary tax returns and projections in accordance with firm and professional standards as directed by engagement leaders. Understand and effectively use current tax and accounting software applications. Research tax related issues and other related financial report...

Promoted
Waukesha Foundry
Mequon, Wisconsin

Reporting to the CFO, the Senior Accountant is responsible for the financial accuracy and internal controls of the cost accounting system, the data used for product costing and pricing, and inventory controls. ...

Promoted
KRIER FOODS LLC
Thiensville, Wisconsin

The primary role of the Maintenance Planner Controller is the management of the asset and equipment maintenance systems (CMMS), the generation of routine and planned maintenance schedules and the support of the maintenance teams, shift-based teams (Both Maintenance Technicians (electrical & mechanic...

Promoted
Old National Bank
Milwaukee, Wisconsin

The Accounting Policy team is seeking a Manager to serve as a valued business partner, providing timely and accurate financial consultation on emerging, existing and complex accounting issues as well as assisting the lines of business and accounting operations with operationalizing processes to conf...

Promoted
Lutheran Social Services
West Allis, Wisconsin

Lutheran Social Services of WI and Upper MI is currently seeking a Senior Project Accountant to join our team. Under the direction of the Director of Accounting, the Senior Accountant provide excellent customer service to all those needing financial data to make decisions within the Agency. The Seni...