Tax Manager, Private Funds

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 Funds group, you’ll focus on serving hedge fund clients while also gaining exposure to private equity, fund of funds, and real estate funds. You’ll lead engagements, guide teams, and deliver tax solutions that help sophisticated fund managers navigate complex structures and evolving regulations. Beyond compliance, you’ll strengthen client relationships, identify planning opportunities, and contribute to 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.
• Review partnership and corporate tax returns, with an emphasis on fund structures, investor allocations, and income recharacterization.
• Advise on securities trading, mark-to-market accounting, fund structuring, and management or incentive fee arrangements.
• Monitor evolving tax legislation impacting private funds and identify potential planning opportunities.
• Provide guidance on federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations.
• Manage multiple engagements and deadlines while maintaining a high level of quality and client service.

Client Experience

• Serve as a primary day-to-day client contact, managing expectations, deadlines, and deliverables.
• Drive engagement planning and execution from kickoff through completion.
• Partner with Directors and Partners to identify and implement tax strategies aligned with client goals.
• Manage billing, budgeting, and WIP for assigned engagements.
• Build strong client relationships through proactive communication and high-quality service.

Team Leadership

• Lead, coach, and mentor staff and seniors to support their technical and professional development.
• Review team members’ work and provide clear, actionable feedback.
• Promote teamwork, open communication, and accountability within the pod.
• Support process improvement and knowledge sharing across the broader Asset Management Tax team.
• Bring a forward-thinking mindset and identify opportunities to work more efficiently.

Who You Are

Required Qualifications

• Bachelor’s degree in Accounting or a related field.
• 5+ years of progressive public accounting tax experience.
• Experience with private funds, including private equity, hedge funds, fund of funds, or real estate funds.
• Experience reviewing partnership tax returns and complex tax work.
• Experience managing engagements, deadlines, and multiple priorities.
• Experience serving as a client contact and building client relationships.
• Experience reviewing and developing staff.
• Strong verbal and written communication skills.
• Strong project management and organizational skills.
• Ability to operate effectively in a fast-paced, team-oriented environment.
• Proficiency with Microsoft Office and familiarity with tax preparation software.

Preferred Qualifications

• CPA or progress toward CPA licensure.
• Experience with complex partnership and multi-tiered fund structures.
• Hedge fund tax experience.
• Experience with fund-level and investor-level allocations and reporting.
• Knowledge of carried interest, incentive allocations, and fund distribution waterfalls.
• Familiarity with securities taxation and mark-to-market accounting.
• Exposure to PFIC, CFC, withholding, or other international tax considerations impacting private funds.
• Experience identifying tax planning opportunities and contributing to strategic client discussions.

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!

Learn More About Us!

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture

*Base compensation 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 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.

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.

About Us

Sure, we like numbers. (But we'll never treat you like one.)

Learn more about #LifeatCohen and why you should join our team!

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