Tax Senior Accountant, Hedge Funds

Job Locations US-WI-Milwaukee | US-OH-Akron | US-MD-Towson | US-NY-Williamsville | US-IL-Chicago | US-OH-Cleveland | US-MI-Detroit | US-NY-New York | US-PA-Philadelphia | US-PA-Pittsburgh | US-MI-St. Clair Shores | ...
ID
2024-1942
Category
Tax
Position Type
Regular 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: $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 & 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, Denver, CO

 

Learn more about us:

#LifeatCohen

At Cohen & Companyour 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;
  • 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! 

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 & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team; see policy here. 

#LI-Hybrid

Options

Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
Share on your newsfeed