Tax Manager or Senior Manager, Private Equity Funds

Are you an experienced tax professional with a strong background in private equity and a passion for delivering exceptional client service? We have an exciting opportunity for you to join our dynamic Tax team at the Manager or Senior Manager level, where you'll work closely with private equity funds, navigating the complexities of fund structures, tax strategies, and investment planning. In this role, you’ll apply your advanced technical knowledge to develop customized tax solutions, optimize fund strategies, and ensure long-term financial success for our clients. With the chance to work on impactful projects, you’ll leverage your expertise to provide top-tier service while driving meaningful results. If you’re ready to contribute to a collaborative, people-first environment where your tax expertise can make a real impact, we’d love to hear from you!

Tax Strategy & Compliance:

• Lead tax advisory, compliance review, and tax return signoff for private equity clients, including multi-state filings and specialized tax considerations for funds and investments.
• Oversee the preparation and filing of partnership and fund tax returns (e.g., Form 1065, K-1), ensuring compliance with regulations while maximizing tax efficiency for private equity structures.
• Work closely with clients to develop and implement tax-efficient strategies that align with investment goals, fund structures, and long-term financial objectives .
• Stay up to date on current tax laws, regulatory changes, and industry best practices, particularly in the private equity space, to deliver strategic and informed tax advice.
  
  

Client Experience:

• Build and maintain strong relationships with private equity fund managers, institutional investors, and other key stakeholders, providing consistent value and expertise to ensure client satisfaction and confidence.
• Provide high-level tax guidance on complex issues such as fund structures, carried interest, and tax planning for investments and distributions.
• Stay current with tax developments relevant to private equity, ensuring clients receive the most accurate , strategic, and timely advice.
  
  

Team Leadership:

• Mentor and develop junior tax staff, reviewing their work and providing guidance on complex tax issues
• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with
• Be growth oriented and work towards building a leveraged model, when appropriate
• Provide motivation to the team, including developing young leaders via active contribution to training and development
• Exhibit forward thinking, innovation, and delivering an exceptional work product
  
  

Who You Are

Required:

• Bachelor’s degree required
• CPA or JD required at the senior manager level; preferred at the manager level
• 5 years of tax experience, with a focus on private equity funds ; P referably within a public accounting firm
• Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
• Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success
• Understanding of Outlook, Excel, Word, Adobe, and familiarity with tax software required
  
  

Location:

• Preferred Locations: Cleveland, Akron, OH; Pittsburgh , PA; Chicago, IL; Detroit or St. Clair Shores, MI
• Prefer a hybrid work environment, but open to remote candidates
  
  

Who We Are



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
• Experienced Hire Opportunities
  
  

Estimated Salary Range:  $85,000 - $210 ,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 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, and so much more!
  
  

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.