Private Funds Tax Senior - Hedge Funds Expert

Cohen & Co; Cleveland (OH); Hybrid; USD 70,000 - 125,000; Full time

Job summary

Cohen & Co is seeking a Tax Senior Accountant for our Private Funds group in the Cleveland area. The role focuses on hedge fund tax compliance and advisory services, with exposure to private equity and fund-of-funds structures, requiring strong technical knowledge and meticulous client service.

You will work with complex fund structures and engage with engagement teams to meet deadlines, while mentoring junior staff and contributing to process improvements in a collaborative, client-focused

Qualifications

• Bachelor's Degree in Accounting or related field required.
• CPA license or progress toward CPA strongly preferred.
• 2 years of experience in public accounting or asset management tax preferred.
• Strong understanding of partnership taxation and fund structures.
• Excellent written and verbal communication skills; able to explain complex concepts clearly.
• Strong attention to detail, analytical thinking, and time management skills.
• Proactive, curious, and eager to contribute beyond compliance work.

Responsibilities

• Prepare and review federal and state partnership tax returns for hedge funds and other private fund clients.
• Work with complex fund structures, including master-feeder and fund-of-funds arrangements, tiered partnerships, and multi-entity allocations.
• Analyze securities transactions, income recharacterization, and mark-to-market issues applicable to hedge funds.
• Research and communicate tax technical issues impacting fund managers and investors, including new legislation and IRS guidance.
• Collaborate with managers and engagement teams to meet deadlines and deliver exceptional client service.
• Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements.

Skills

Tax compliance

Fund taxation

Partnership taxation

Communication

Detail oriented

Education

Bachelor's Degree in Accounting

Job description

Cohen & Co is seeking a Tax Senior Accountant for our Private Funds group in the Cleveland area. The role focuses on hedge fund tax compliance and advisory services, with exposure to private equity and fund-of-funds structures, requiring strong technical knowledge and meticulous client service.

You will work with complex fund structures and engage with engagement teams to meet deadlines, while mentoring junior staff and contributing to process improvements in a collaborative, client-focused