Tax Partner, Private Funds Expert

4 weeks ago


Akron, Ohio, United States Cohen & Company Full time
Private Funds Tax Leadership Position

Cohen & Company is seeking a Tax Partner with a focus in Private Funds to join our team. The Private Fund practice consists of a suite of offerings, primarily focused on tax compliance and advisory services to private funds and their advisers. Examples of such services are preparation of Form 1065's, Schedule K-1's, tax structuring, tax outsourcing, international tax issues, state tax issues and other ad-hoc consulting. Value is typically driven through a model of high-touch and proactive client service and is supported by a strong compliance, operational, and technology infrastructure.

Responsibilities
  • Responsible for strategy and growth of the firm's services to Private Funds, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans
  • Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders - coordinating to align skills with market trends and drive strategic technical leadership hires
  • Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met
  • Serve and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider providing quality work, open communication, sound advice, and proactive service
  • Develop a comprehensive approach to meet the needs of Private Funds clients, including leadership around Private Funds infrastructure with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met
  • Adjust client pricing, strategy, and services as necessary
  • 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 mentoring and motivation to the team, including developing young leaders via active contribution to training and development
  • Exhibit forward thinking, innovation, and delivering an exceptional work product
  • Perform partner level tax advisory, compliance review and tax return signoff
  • Serve as a go-to resource for technical questions or knowledge
  • Act as a technical and/or business leader both internally and externally
Qualifications
  • Bachelor's degree; CPA or JD
  • 12+ years of progressive experience within tax, preferably in a public accounting firm and including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
  • 3+ years Partner level or equivalent experience
  • Proven thought leadership, advanced technical skills and in-depth knowledge within tax for investment partnerships, including experience with a broad range of investment strategies (i.e., fixed income, equities, private credit, private equity, venture capital, real estate, digital assets etc.) and understanding of onshore and offshore fund structures and tax withholding requirements and reporting

Cohen & Company is an equal opportunity employer and values diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients. We are committed to providing 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.


  • Tax Professional

    4 weeks ago


    Akron, Ohio, United States Apple Growth Partners Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Tax Intern to join our team at Apple Growth Partners. As a Tax Intern, you will assist in preparing and reviewing tax returns, conducting research, and analyzing financial data.Key Responsibilities:Prepare and review tax returns for individuals and businessesConduct research on tax laws and...


  • Akron, Ohio, United States Cohen and Company Full time

    About the Role:Cohen & Company is seeking a highly skilled Tax Senior Manager to join our Private Client Services team. As a Tax Senior Manager, you will be responsible for leading client and billable tasks, ensuring client support throughout the year, and managing client work.Responsibilities:Lead client and billable tasks, ensure client support throughout...


  • Akron, Ohio, United States Cohen and Company Full time

    OverviewCohen & Company is a leading provider of assurance, tax, and advisory services. We are seeking a highly skilled Tax Manager, Real Estate to join our team.ResponsibilitiesOversee client experiences, including deadline management and client expectations.Calculate tax effects of transactions, conduct technical tax research, and manage tax partner...


  • Akron, Ohio, United States Apple Growth Partners Full time

    Job OverviewApple Growth Partners is a customer-focused, regional business advisory firm of Certified Public Accountants and industry experts serving growth-oriented, privately owned businesses for over 70 years. We are seeking a dynamic individual to join our team as a Senior Tax Associate. The successful candidate will work closely with staff on all phases...

  • Tax Director

    3 weeks ago


    Akron, Ohio, United States Spartan Placements LLC Full time

    Role OverviewSpartan Placements LLC seeks a seasoned Tax Managing Director to lead our REIT services. The ideal candidate will have 10+ years of progressive tax experience, preferably in a public accounting firm, with a consistent record of accomplishment and accountability.Key Responsibilities:Business Development:Develop and execute a strategy for growth...


  • Akron, Ohio, United States Cohen and Company Full time

    We are seeking a Tax Senior Manager or Managing Director with a focus in REITs, Private Equity Real Estate Funds, and Private Developers to join our team at Cohen & Company.ResponsibilitiesBusiness Development: Develop and implement strategies for growth of the firm's REIT services, including identifying market trends and opportunities, and building strong...


  • Akron, Ohio, United States Cohen & Company Full time

    About the Role:Cohen & Company is seeking a highly skilled Tax Manager to join our Mergers and Acquisitions (M&A) tax team. As a key member of our team, you will collaborate closely with clients and our professionals to provide strategic tax guidance throughout the M&A process.Key Responsibilities:Lead the execution of comprehensive tax analysis and due...


  • Akron, Ohio, United States Cohen & Company Full time

    OverviewCohen & Company, a leading public accounting firm, is seeking a highly skilled Tax Senior Accountant to join our Real Estate team. As a key member of our team, you will be responsible for preparing tax returns, performing detail-level reviews of partnership work papers, allocations, and tax returns, and providing tax compliance and consulting...


  • Akron, Ohio, United States SolomonEdwards Full time

    Sales and Use Tax ExpertWe are seeking a skilled Sales and Use Tax Expert to join our team at SolomonEdwards. As a Sales and Use Tax Expert, you will be responsible for ensuring sales and use tax compliance across multiple states.Key Responsibilities:Perform clean-up work for Sales/Use and VAT tax areas.Develop and implement new processes to automate reports...

  • Senior Tax Manager

    3 weeks ago


    Akron, Ohio, United States Emerald Resource Group Full time

    Tax Senior Manager Job DescriptionAt Emerald Resource Group, we are seeking a highly skilled Tax Senior Manager to join our team. As a Tax Senior Manager, you will play a pivotal role in providing strategic tax guidance and leadership within our organization.Key Responsibilities:Lead a team of dedicated professionals, serving as a mentor and trusted advisor,...

  • Tax Manager

    4 weeks ago


    Akron, Ohio, United States Relevante Full time

    Job Summary:We are seeking a highly skilled Tax Manager to join our team at Relevante, Inc. As a Tax Manager, you will be responsible for leading tax teams and providing expert guidance on corporate tax and high-net-worth individual tax matters. The ideal candidate will have a minimum of 5 years of recent tax experience in a public accounting firm and hold a...

  • Senior Tax Manager

    4 weeks ago


    Akron, Ohio, United States Emerald Resource Group Full time

    Tax Senior Manager Job DescriptionCareer Site Location: Akron, OHCategory: Accounting/Audit/TaxEssential Functions and Primary Duties:As a Tax Senior Manager, you will play a pivotal role in providing strategic tax guidance and leadership within our organization.Lead a team of dedicated professionals, serving as a mentor and trusted advisor, while also...


  • Akron, Ohio, United States Jobot Full time

    Lead and Inspire as a CPA ManagerAt Jobot, we're seeking a highly skilled and motivated CPA Manager to join our team. As a key member of our leadership team, you'll have the opportunity to lead and inspire our team, drive business growth, and contribute to our firm's success.About the RoleLead and manage client engagements with a focus on delivering...


  • Akron, Ohio, United States Relevante Full time

    We are partnering with a leading CPA and Advisory firm in the Akron, OH area to find a Tax Manager.Key Requirements:Minimum of 5 years of recent tax experience in a public accounting firm.Bachelor's degree in accounting or finance required, Master's degree preferred.Responsibilities:Lead tax teams and provide expert guidance on corporate tax and high net...


  • Akron, Ohio, United States Spartan Placements, LLC Full time

    Job DescriptionSpartan Placements, LLC is seeking a seasoned Tax Supervisor to oversee and manage client engagements. As a key member of our team, you will be responsible for building and securing new client relationships, reviewing returns for individual and corporate tax clients, and managing federal and state tax audits.Responsibilities:Develop and...

  • Senior Tax Manager

    4 weeks ago


    Akron, Ohio, United States Relevante Full time

    We are seeking a highly skilled Senior Tax Manager to join our team at Relevante, Inc. Our client, a leading CPA and Advisory firm in the Akron, OH area, requires a professional with a strong background in tax management and leadership.Key Responsibilities:Lead and manage tax teams to achieve business objectives.Develop and implement tax strategies to...


  • Akron, Ohio, United States Cohen & Company Full time

    OverviewCohen & Company is a leading provider of assurance, tax, and advisory services to clients across the U.S. and worldwide. We are seeking a highly skilled Tax Senior Accountant to join our Real Estate team.ResponsibilitiesPrepare tax returns and perform detailed reviews of partnership work papers, allocations, and tax returns.Prepare materials and...


  • Akron, Ohio, United States Spartan Placements, LLC Full time

    Job OverviewSpartan Placements, LLC is seeking a seasoned Tax Manager or Senior Manager to join our management team. This role offers a unique opportunity for a CPA to provide oversight and management of client engagements, with a path to partner potential.Key Responsibilities:Establish workload priorities and manage client engagementsSupervise the work of...

  • Senior Tax Manager

    1 month ago


    Akron, Ohio, United States Relevante Full time

    Senior Tax Manager OpportunityWe are partnering with a leading CPA and Advisory firm in the Akron, OH area to find a highly skilled Senior Tax Manager. This role requires a minimum of 5 years of recent tax experience in a public accounting firm, with a strong focus on team management and leadership skills.Must have a minimum of 5 years of recent tax...

  • Tax Senior

    4 weeks ago


    Akron, Ohio, United States Sikich Full time

    About the RoleWe are seeking a highly skilled Tax Senior to join our team at Sikich. As a Tax Senior, you will play a key role in overseeing the efforts of multiple client engagements, including supervising tax planning and business succession planning engagements. You will also be responsible for tax return compliance review, consulting with partners and...