Tax Manager, Registered Investment Companies (RICs)

Cohen & Co is seeking a Manager on their Registered Investment Company (RIC) Tax team to lead tax planning, compliance, and client relationships. The role involves advising clients on complex transactions, coaching teams, and driving a culture of growth and excellence. The manager will report to the Chief Tax Officer and serve as a leader in the office.

Requirements

• Bachelor’s degree required
• CPA or JD preferred
• 5+ years of progressive experience at a public accounting firm
• Solid understanding of challenges related to RIC returns
• Practical knowledge of tax credits and incentives
• Experience advising clients on consulting and compliance engagements
• Experience conducting tax research and analyzing complex tax issues
• Excellent leadership and organizational skills
• Strong communication and collaboration skills
• Understanding of CCH Axcess

Benefits

• Competitive base compensation
• Time off
• Annual discretionary merit increases and bonuses
• Talent development resources
• Comprehensive Total Rewards package