Tax Manager, Private Funds

1 day ago

Cleveland, OH, United States Cohen & Company Full time
What You'll Do

Are you a tax professional ready to take the next step in your career? If you have experience with private funds and enjoy leading teams, building client relationships, and creating meaningful impact - this opportunity is for you At Cohen & Co, our people come first. We've built a culture rooted in collaboration, communication, and growth - where great ideas are valued, and your voice makes a difference.

As a Tax Manager in our Private Fundsgroup, you'll focus on serving hedge fund clients while also engaging with private equity, fund of funds, and real estate funds. You'll lead engagements, guide high-performing teams, and deliver strategic tax solutions that help sophisticated fund managers navigate complex structures and evolving regulations. Beyond compliance, you'll shape strategy, strengthen client relationships, and help drive the continued growth of our Private Funds practice.

Tax Strategy & Compliance

  • Lead tax compliance and advisory engagements for hedge funds and other private fund clients, addressing technical, operational, and risk considerations.
  • Review and provide strategic insight on partnership and corporate tax returns, with an emphasis on hedge fund structures, investor allocations, and income recharacterization issues.
  • Advise clients on complex topics such as securities trading, mark-to-market accounting, fund structuring, and management/incentive fee arrangements.
  • Interpret new and evolving tax legislation affecting hedge funds, identifying implications and opportunities for tax efficiency.
  • Manage multiple priorities while maintaining exceptional quality and client service standards.
  • Provide guidance on relevant federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations for cross-border investors.
Client Experience
  • Serve as the primary client contact, managing expectations, deadlines, and deliverables.
  • Drive engagement planning and execution, ensuring accuracy, timeliness, and quality across all client interactions.
  • Collaborate with partners and directors to identify and implement tax strategies that align with client goals.
  • Oversee billing, budgeting, and WIP management for assigned engagements.
  • Develop trusted, long-term client relationships built on proactive communication and exceptional service delivery.
Team Leadership
  • Lead, coach, and mentor junior and senior staff to help them grow technically and professionally.
  • Promote a culture of teamwork, open communication, and continuous improvement within the pod.
  • Contribute to the development of young leaders through active involvement in training and mentoring programs.
  • Support process improvements and knowledge sharing across the broader Asset Management Tax team.
  • Demonstrate forward thinking, innovation, and accountability in all aspects of leadership.
Who You Are

Qualifications
  • Bachelor's Degree in Accounting or related field required.
  • CPA license or progress toward CPA strongly preferred.
  • 5+ years of progressive public accounting experience, with a focus on private fund taxation (private equity, hedge, or real estate funds).
  • Proven experience managing client relationships and engagement teams.
  • Excellent verbal and written communication skills, with the ability to clearly explain complex tax concepts.
  • Strong leadership, project management, and organizational skills.
  • Initiative to learn, challenge the status quo, and operate effectively in a fast-paced, team-oriented environment.
  • Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Adobe) and familiarity with tax preparation software.
Preferred Experience
  • Experience reviewing complex partnership structures and multi-tiered entities.
  • Familiarity with fund-level and investor-level allocations and related reporting.
  • Knowledge of tax implications related to carried interest, incentive allocations, and fund distribution waterfalls.
  • Demonstrated ability to identify tax planning opportunities and contribute to strategic client discussions.
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: $85,000-155,000*

*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 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

Learn More About Us
  • Discover our Passion, Purpose & Expertise
  • Learn more about our Firm's culture
  • Experienced Hire Opportunities


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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