- Oversee?hedge fund tax compliance engagements for clients with appropriate consideration of risk, operational, and tax technical issues
- Research of tax legislation and explaining the impact to asset management clients is required as part of your contribution to tax consulting projects
- Operate in a dynamic environment, coach junior staff members, and share your knowledge and experience with the entire team
- Coordinate multiple engagement teams schedules and deadlines
- Positive attitude and willingness to be a team player
- Excellent time and project management skills
- Proficiency in partnership allocations and an understanding of private equity carry waterfalls
- A practical understanding of international tax concepts such as PFICs, CFCs, and other reporting information (Form 1065, Form 1042, Form 1120F, Form 5471, etc.)?
- Proficiency in juggling multiple priorities while managing internal and external stakeholders
- Willingness and ability to learn new concepts with minimal guidance
- Enthusiasm for coaching and developing team members
- Bachelor's Degree required
- CPA or qualifications completed to pursue CPA
- 2+ years of progressive experience at a public accounting firm??
- Excellent leadership and organizational skills??
- Strong external and internal communication required, due to client facing role and importance
- of strong partnership with internal engagement teams??
- Understanding of Outlook, Excel, Word, Adobe, etc. required?
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo
- develop strong relationships internally, and flexibility are required and keys to success?
- Some experience in preparing and reviewing partnership tax returns and Schedules K-1 and K-3
- Some experience with computing taxable income and partnership allocations for private funds
- Basic knowledge of wash sales, straddles, carried interest and incentive allocations
- Some knowledge of distribution waterfall
- Chicago, IL; Buffalo, NY; Philadelphia, PA; Hunt Valley, MD; Detroit, MI; Cleveland, Akron, Youngstown, OH; Pittsburgh, PA; Milwaukee, WI
- Cohen & Company:
- Careers:
-
Tax Senior Manager- Hedge Funds
6 days ago
Spartan Placements, LLC Cleveland, United StatesJob Description · Job Description · Tax Senior Manager · We are hiring both Manager and Senior Manager levels. We have offices in Cleveland, OH, Youngstown, OH, Chicago, IL, Pittsburgh, PA, and Philadelphia, PA. · Responsibilities: · Overseehedge fund tax compliance engagemen ...
-
Tax Senior Manager- Hedge Funds
5 days ago
Spartan Placements, LLC Cleveland, United StatesJob Description · Job DescriptionTax Senior Manager · We are hiring both Manager and Senior Manager levels. We have offices in Cleveland, OH, Youngstown, OH, Chicago, IL, Pittsburgh, PA, and Philadelphia, PA. · Responsibilities: · Overseehedge fund tax compliance engagements for ...
-
Tax Manager or Senior Manager, Hedge Funds
2 weeks ago
Cohen & Company Cleveland, United StatesOverview: · Cohen & Company · Certified Public Accountants · We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team · Responsibilities: Oversee?hedge fund tax compliance engagem ...
-
Audit Manager
2 weeks ago
CyberCoders Cleveland, OH, United StatesCleveland, OHRemote Available Full-time $105, $145,000.00Posted 04/20/2024We are a mid sized regional firm with offices spread through out the northeast. Top 50 and 5th fastest growing firm in the country and are looking for Audit Managers to join our Hedge Funds team. REMOTE rol ...
-
Audit Manager
1 week ago
CyberCoders Cleveland, OH, United StatesCleveland, OHRemote Available Full-time $105, $145,000.00Posted 05/10/2024We are a mid sized regional firm with offices spread through out the northeast. Top 50 and 5th fastest growing firm in the country and are looking for Audit Managers to join our Hedge Funds team. REMOTE rol ...
-
Assurance Senior, Private Funds
2 weeks ago
Spartan Placements, LLC Cleveland, United StatesJob Description · Job Description · Assurance Senior, Private Funds · We have openings in Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities · Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deli ...
-
Assurance Senior
2 weeks ago
Emerald Resource Group Cleveland, United StatesJob Title: Assurance Senior, Registered Funds · Location: US-OH-Cleveland · Type: Hybrid/Remote · Overview: · We are thrilled to present an exciting opportunity for an Assurance Senior, Registered Funds in Cleveland, Ohio. Join a dynamic team at the forefront of the financial ...
-
Associate, Investment Fund Services
2 weeks ago
GLASfunds Cleveland, United StatesAbout GLASfunds: · GLASfunds is a global alternative investment platform offering streamlined and efficient access to institutional level private capital and hedge funds. Founded in 2008, GLASfunds has been a pioneer in offering alternative investment access to financial advisor ...
-
Audit Manager
1 week ago
CyberCoders Cleveland, OH, United StatesCleveland, OHRemote Available Full-time $110, $150,000.00Posted 03/23/2024We are a mid sized regional firm with offices spread through out the northeast and as far west as Illinois. Top 50 and 5th fastest growing firm in the country and are looking for Tax Managers to join our te ...
-
Assurance Senior, Registered Funds
3 weeks ago
Cohen & Company Cleveland, United StatesOverview: · Cohen & Company · Certified?Public Accountants · ? · We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team · Responsibilities: Audit engagements for financial indu ...
-
Assurance Senior, Private Funds
5 days ago
Spartan Placements, LLC Cleveland, United StatesJob Description · Job DescriptionAssurance Senior, Private Funds · We have openings in Chicago, IL, Cleveland, OH, and Philadelphia, PA. · Responsibilities · Working closely with the engagement Partner, manager, and staff to understand and meet client expectations and deliverabl ...
-
Compliance Associate
1 day ago
Cleveland Research Cleveland, United StatesCompliance Associate · Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride ourselves on a disciplined resear ...
-
Research Intern- Summer 2025
5 days ago
Cleveland Research Cleveland, United StatesResearch Intern- Summer 2025 · Have immediate impact | Be passionate about what you do | Grow with us · Cleveland Research Company is an employee owned, independent research firm, headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams publishing ...
-
Financial Manager
1 week ago
Lynx Capital Group Ltd Cleveland, United StatesJob Description · Job DescriptionOpportunity to work with a season professional · Opportunity to grow into ownership · Access to state of the art and in-depth research · Bloomberg · Hedge Fund · Wealth and Portfolio Management firm with seasoned portfolio manager is looking for a ...
-
Operations Analyst
4 days ago
Key Bank Cleveland, United StatesLocation: · 4900 Tiedeman Road - Brooklyn, Ohio · Qualified candidate must be able to report to the Tiedeman Offices in Brooklyn, OH at least 2 days per week. · ABOUT THE JOB (JOB BRIEF) · The Alternative Investment analyst role supports Key Private Bank, Wealth Management a ...
-
Compliance Associate
2 days ago
Cleveland Research Company Cleveland, United StatesJob Description · Job DescriptionCompliance Associate · Cleveland Research Company is an independent research firm headquartered in Cleveland, Ohio. Founded in 2006, CRC has expanded to 15 research teams across 50 key channels publishing research on over 150 companies. We pride o ...
-
Tax Senior Manager
4 days ago
Marcum LLP Cleveland, United StatesMarcum LLP offers a great career with exceptional benefits. · There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading techno ...
-
Market Risk Analytics Manager
4 days ago
Key Bank Cleveland, United StatesLocation: · 127 Public Square - Cleveland, Ohio 44114 · ABOUT THE JOB (JOB BRIEF) · Market Risk Management team, under the guidance of the Chief Market Risk Officer, within the Risk Management organization is responsible for the second line of defense independent risk manageme ...
-
Equity Research Sales Associate
1 week ago
Cleveland Research Company Cleveland, United StatesJob Description · Job Description Equity Research Sales Associate (Hedge Fund Sales) · Have immediate impact | Be passionate about what you do | Grow with us · Cleveland Research Company is an employee owned, independent research firm, headquartered in Cleveland, Ohio. Founded in ...
-
Research Intern- Summer 2025
1 week ago
Cleveland Research Company Cleveland, United StatesJob Description · Job DescriptionResearch Intern- Summer 2025 · Have immediate impact | Be passionate about what you do | Grow with us · Cleveland Research Company is an employee owned, independent research firm, headquartered in Cleveland, Ohio. Founded in 2006, CRC has expande ...
Tax Senior, Hedge Funds - Cleveland, United States - Cohen & Company
Description
Overview:
Cohen & Company
Certified Public Accountants
We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team
Responsibilities:Skills and attributes for success:
Requirements:
About Cohen & Company
Named one of Americas Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at
Locations:
Learn more about us:
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.
#LI-Hybrid