Talent.com
Tax Senior, Registered Investment Companies (RICs)
Tax Senior, Registered Investment Companies (RICs)Cohen & Company • Buffalo, NY, US
[error_messages.no_longer_accepting]
Tax Senior, Registered Investment Companies (RICs)

Tax Senior, Registered Investment Companies (RICs)

Cohen & Company • Buffalo, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Senior On Our Registered Investment Company (RIC) Tax Team

Are you a tax professional looking to take the next step in your career? At Cohen & Co, we believe in putting people first and fostering a culture of growth, collaboration, and excellence. As a Senior on our Registered Investment Company (RIC) Tax team, you'll prepare and review complex RIC tax returns, work directly with clients, and help mentor junior staff while contributing to innovative, high-quality tax solutions.

Tax Strategy & Compliance

  • Prepare complex RIC tax returns and perform detailed reviews of work papers, allocations, and tax filings.
  • Assist with materials and research for consulting projects related to tax planning opportunities.
  • Review tax returns prepared by staff and provide recommendations to improve accuracy and identify tax savings opportunities.
  • Demonstrate an understanding of increasingly complex tax concepts while supporting client needs.

Client Experience

  • Work directly with clients to gather information and complete tax returns.
  • Communicate effectively to ensure a smooth compliance process and deliver high-quality service.
  • Stay informed of tax law changes and industry trends to better support client planning and compliance efforts.

    • Team Leadership

  • Collaborate with engagement teams to deliver timely and accurate services.
  • Coach interns and entry-level staff, sharing knowledge and practical guidance.
  • Contribute to building a positive, inclusive team environment that values diverse perspectives.
  • Take initiative in fast-paced, dynamic situations, supporting team success and continuous improvement.

    • Who You Are

    Required :

  • Bachelor's degree.
  • CPA license or actively pursuing CPA qualifications.
  • 2+ years of progressive experience at a public accounting firm.
  • Basic understanding of challenges related to RIC tax returns.
  • Experience preparing tax returns for more complex RICs.
  • Ability to manage multiple priorities and collaborate effectively with internal and external stakeholders.
  • Strong leadership potential with enthusiasm for mentoring and developing team members.
  • Excellent time and project management skills.
  • Strong written and verbal communication skills, with a client-service mindset.
  • Proficiency in Outlook, Excel, Word, Adobe, etc.
  • Strong understanding of CCH Axcess.
  • Initiative-driven, curious, and comfortable in a fast-paced environment that challenges the status quo.

    • Location :

  • Cleveland, Akron, Youngstown, OH; Baltimore, MD; Buffalo or New York, NY; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA
  • Hybrid work environment

    • Who We Are

    #LifeatCohen

    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!

    • Estimated Salary Range : $70,000-125,000

  • 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.

    #LI-PROMO

    #LI-Hybrid

    [job_alerts.create_a_job]

    Senior Tax • Buffalo, NY, US

    [internal_linking.related_jobs]
    Tax Senior Manager - Private Companies

    Tax Senior Manager - Private Companies

    PwC • Buffalo, NY, United States
    [job_card.full_time]
    Entrepreneurial & Private Business (EPB) - General.A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax comp...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Credit Equity Asset Manager

    Senior Tax Credit Equity Asset Manager

    M&T Bank • Buffalo, NY, United States
    [job_card.permanent] +1
    Locations available : Buffalo, NY, Columbia, MD or Boston, MA.Asset manager function will support various tax credit equity investments (e. LIHTC (Low Income Housing Tax Credit, HTC (Historic Tax Cre...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager, Private Funds

    Tax Manager, Private Funds

    Cohen & Company • Buffalo, NY, US
    [job_card.full_time]
    Are you a tax professional ready to take the next step in your career? If you have experience with private funds and enjoy leading teams, building client relationships, and creating meaningful impa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager

    Tax Senior Manager

    Withum • Buffalo, NY, United States
    [job_card.full_time]
    Senior Manager, Talent Acquisition at Withum".In this position you will build a strong team and be provided with a path to Partnership. Strategic planning for clients including advising on federal a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Tax Manager — Remote Growth & Impact in Federal Tax

    Senior Tax Manager — Remote Growth & Impact in Federal Tax

    EisnerAmper LLP • City of Niagara Falls, NY, United States
    [filters.remote]
    [job_card.full_time]
    A leading accounting firm is seeking a Senior Manager for their National Tax Office in Niagara Falls, NY.The role focuses on research and analysis of federal income tax issues, M&A tax structuring,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Manager, Trust & Estate - Private Client Services (PCS)

    Tax Senior Manager, Trust & Estate - Private Client Services (PCS)

    EisnerAmper LLP • City of Niagara Falls, NY, United States
    [job_card.full_time]
    At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Director - Private Companies

    Tax Director - Private Companies

    PwC • Buffalo, NY, United States
    [job_card.full_time]
    Entrepreneurial & Private Business (EPB) - General.A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax comp...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

    Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager

    EY • Buffalo, NY, United States
    [job_card.full_time]
    At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Equity Tax Leader — Senior Manager

    Private Equity Tax Leader — Senior Manager

    Cohen & Co • Buffalo, NY, United States
    [job_card.full_time]
    A leading accounting firm is seeking a Tax Manager or Senior Manager specializing in private equity funds.The successful candidate will leverage their extensive tax experience to provide strategic ...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Services Tax - Real Estate Director

    Financial Services Tax - Real Estate Director

    PwC • Buffalo, NY, United States
    [job_card.full_time]
    A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to help our clients meet their tax obligations while managing the impact tax ha...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Senior Manager - Global Information Reporting

    Tax Senior Manager - Global Information Reporting

    PwC • Buffalo, NY, United States
    [job_card.full_time]
    A career within Financial Markets Business Advisory services, will provide you with the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to de...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Accountant, Private Funds

    Tax Senior Accountant, Private Funds

    Cohen & Company • Buffalo, NY, US
    [job_card.full_time]
    Are you a tax professional who thrives on collaboration, continuous learning, and meaningful client relationships? At Cohen & Co, we believe in putting great people first fostering a culture where...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Director - Flow Throughs

    Tax Director - Flow Throughs

    Jobot • Buffalo, NY, US
    [job_card.full_time]
    REMOTE - One of the Top rated firms in the NE, growth opportunity & great life balance!.This Jobot Job is hosted by : Albert Simons. Are you a fit? Easy Apply now by clicking the "Apply Now" button a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Tax Services- Passthrough Transactions Group Consulting- Manager

    Business Tax Services- Passthrough Transactions Group Consulting- Manager

    EY • Buffalo, NY, United States
    [job_card.full_time]
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Indirect Tax Unclaimed Property and Escheat Services Senior Manager

    Indirect Tax Unclaimed Property and Escheat Services Senior Manager

    EY • Buffalo, NY, United States
    [job_card.full_time]
    At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Manager, Registered Investment Companies (RICs)

    Tax Manager, Registered Investment Companies (RICs)

    Cohen & Company • Buffalo, NY, US
    [job_card.full_time]
    Manager, Registered Investment Company (RIC) Tax Team.Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people firs...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Tax Manager or Senior Manager, Private Equity Funds

    Tax Manager or Senior Manager, Private Equity Funds

    Cohen & Co • Buffalo, NY, United States
    [job_card.full_time]
    Tax Manager or Senior Manager, Private Equity Funds.Tax Manager or Senior Manager, Private Equity Funds.Senior Talent Acquisition Specialist at Cohen & Co. Are you an experienced tax professional wi...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Hybrid Tax Senior or Manager

    Hybrid Tax Senior or Manager

    Jobot • Buffalo, NY, US
    [job_card.full_time]
    Seeking a 100% Remote Tax Manager for highly rated growing mid-size CPA Firm in Buffalo, NY!.This Jobot Job is hosted by : Ron Calhoun. Are you a fit? Easy Apply now by clicking the "Apply Now" butto...[show_more]
    [last_updated.last_updated_30] • [promoted]