Tax Senior, Registered Investment Companies (RICs)

Cohen & Co is seeking a Tax Senior to join their Registered Investment Company (RIC) Tax team. The role involves preparing and reviewing complex RIC tax returns, client interaction, mentorship, and contributing to innovative tax solutions. The company values a collaborative, growth-oriented culture and offers a comprehensive Total Rewards package.

Requirements

• Prepare and review complex RIC tax returns.
• Assist clients with tax preparation.
• Communicate effectively with clients and colleagues.
• Collaborate with engagement teams.
• Provide training and guidance to interns.
• Contribute to a positive team environment.
• Take initiative in fast-paced situations.

Benefits

• Comprehensive Total Rewards package
• Time off outside of PTO for volunteering and community
• Annual discretionary merit increases
• Bonuses
• Talent development resources