Tax Senior Accountant, Private Funds

Cohen & Co.; Chicago (IL); Presencial; USD 70 000 - 125 000; Tempo integral

Resumo da oferta

Cohen & Co. in Chicago is seeking a Tax Senior Accountant to join our Private Funds group, focusing on hedge funds while gaining exposure to private equity and fund-of-funds.

You will deliver high-quality compliance and advisory services to sophisticated investment managers, navigating complex structures and evolving tax regulations. This role offers collaboration across teams in a people-first environment with opportunities for growth and professional development within the Private Funds

Qualificações

• Bachelor's Degree in Accounting or related field.
• 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.

Responsabilidades

• 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.
• Mentor junior staff through training, feedback, and review support.
• Model strong communication and organization skills to promote team alignment.

Conhecimentos

Strong communication

Analytical thinking

Time management

Proactive

Formação académica

Bachelor's Degree in Accounting

CPA license or progress toward CPA

Descrição da oferta de emprego

What You'll Do As a Tax Senior Accountant in our Private Funds group, you'll focus on serving hedge fund clients - while also gaining exposure to private equity and fund of funds. You'll deliver high-quality compliance and advisory services to sophisticated investment managers, navigating complex structures, investor allocations, and evolving tax regulations. This is an opportunity to deepen your technical expertise, contribute to strategic projects, and grow within a collaborative, people-first environment.

Tax Compliance & Advisory

• 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.

Client Engagement & Collaboration

• Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements.
• Build trusted relationships with clients through proactive communication and reliable service delivery.
• Work closely with other team members to support engagement planning, coordination, and execution.
• Participate in discussions about broader industry trends, helping clients stay informed and future-focused.
• Contribute to internal team initiatives, helping strengthen collaboration and consistency across the group.

Team Development

• Mentor junior staff through training, feedback, and review support.
• Model strong communication and organization skills to promote team alignment.
• Support the pod's continued growth and integration efforts by fostering open communication and teamwork.

Who You Are 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.

Preferred Experience

• Experience with private equity or hedge fund tax engagements.
• Familiarity with partnership allocations and fund accounting concepts.
• Exposure to K-1 preparation, investor reporting, and related schedules.
• Comfort operating in a fast-paced, collaborative, and client-facing environment.

Estimated Base Range: $70,000 - $125,000* *Base compensation 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.