Tax Senior or Experienced Staff, Private Equity

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! 

• Participate in private equity tax compliance engagements for clients with appropriate consideration of risk, operational, and tax technical issues 

• Prepare tax returns and materials  
• Research of tax legislation and explaining the impact to private equity 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 

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 
• Proficiency in juggling multiple priorities  
• Willingness and ability to learn new concepts with minimal guidance  
• Some experience in preparing and reviewing partnership tax returns and Schedules K-1 and K-3 preferred, but not required 
• Some experience with computing taxable income and partnership allocations for private equity funds preferred, but not required 
• Knowledge and experience with targeted allocations, waterfalls, profits interests, and carried interest preferred, but not required 

Requirements: 

• Bachelor's Degree Required
• CPA or qualifications completed to pursue CPA  
• 1+ years of progressive experience at a public accounting firm   
• Excellent organizational and time management 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  

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; 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.