Tax Senior Accountant, Private Funds — Growth & Mentorship

Cohen & Co.; Chicago (IL); Vor Ort; USD 70.000 - 125.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Strong communication

Analytical thinking

Time management

Proactive

Ausbildung

Bachelor's Degree in Accounting

CPA license or progress toward CPA

Jobbeschreibung

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