Overview As the Manager on Cohen & Co's Registered Investment Company (RIC) Tax team, you lead tax planning, compliance, and client advisory for RICs. You drive technical research, review returns, and guide engagement teams to deliver precise, strategic work. You'll manage client expectations and foster a culture of growth and collaboration. This role offers meaningful impact by shaping tax strategy for complex funds and mentoring rising leaders. You will thrive in a fast-paced, client-facing environment with a strong emphasis on people-first values.
Compensation / Benefits- hybrid work environment
- Total Rewards package
- discretionary merit increases and bonuses
- talent development resources
- community time off to recharge and give back
- inclusive culture
Responsibilities- Calculate tax effects of transactions and conduct technical research
- Manage tax partner expectations and billing/WIP
- Review tax returns and oversee tax workflow across engagements
- Advise on RIC-related consulting and compliance matters
- Stay updated on tax laws and regulatory changes to provide strategic advice
- Build and maintain strong client relationships and manage deadlines
- Coordinate schedules across multiple engagement teams
- Coach and develop staff and foster a growth-oriented environment
- Deliver innovative, high-quality work products
- Lead efforts toward a leveraged, efficient operating model
Key requirements- Bachelor degree
- 5+ years of progressive public accounting experience
- Strong experience with RIC returns: compliance, research, and advisory
- Working knowledge of tax credits and incentives
- Ability to manage multiple priorities and stakeholders in a fast-paced environment
- Strong leadership, coaching, and team development skills
- Excellent communication and relationship-building skills (client-facing and internal)
- Strong organizational, time, and project management abilities
- Proficiency in Microsoft Office (Excel, Word, Outlook) and CCH Axcess
- Positive, proactive mindset with a willingness to learn
- leadership and mentorship
- client relationship management
- communication
- RIC tax compliance
- tax research
- CCH Axcess
