Talent.com
Tax Senior, Registered Investment Companies (RICs)
Tax Senior, Registered Investment Companies (RICs)Cohen & Company • Denver, CO, US
Tax Senior, Registered Investment Companies (RICs)

Tax Senior, Registered Investment Companies (RICs)

Cohen & Company • Denver, CO, US
30+ days ago
Job type
  • Full-time
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!
  • Learn More About Us!

  • Discover our Passion, Purpose & Expertise
  • Experienced Hire Opportunities
  • Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture
  • 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

    Create a job alert for this search

    Senior Tax • Denver, CO, US

    Related jobs
    Tax Senior Associate - Private Companies

    Tax Senior Associate - Private Companies

    PwC • Denver, CO, United States
    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: 25 days ago • Promoted
    Revenue Integrity Analyst II

    Revenue Integrity Analyst II

    Austin Staffing • Broomfield, CO, US
    Full-time
    RCO Revenue Integrity Analyst II.The RCO Revenue Integrity Analyst II is responsible for appropriate charge capture, assigned account, claim edits and / or charge edits for an assigned service line.T...Show more
    Last updated: 6 days ago • Promoted
    Tax Senior Manager- Real Estate Tax Credits

    Tax Senior Manager- Real Estate Tax Credits

    Plante Moran • Broomfield, CO, United States
    Full-time
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior Associate

    Tax Senior Associate

    CohnReznick • Denver, CO, United States
    Full-time
    As CohnReznick grows, so do our career opportunities.As one of the nation's top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members ...Show more
    Last updated: 15 days ago • Promoted
    International Tax Consultant

    International Tax Consultant

    Manpower Group Inc. • Westminster, CO, United States
    Full-time
    Job Description : International Tax Consultant.Remote (Office based in Westminster, CO).This role is critical in supporting the preparation of US International compliance, including.The engagement r...Show more
    Last updated: 25 days ago • Promoted
    Entry-Level Tax Preparer

    Entry-Level Tax Preparer

    Jackson Hewitt COO • Broomfield, CO, United States
    Full-time +1
    Seeking a job that fits around your life? Look no further! We provide.Embrace the possibilities by adding this side gig or growing a new career at Jackson Hewitt and apply today!.You will also have...Show more
    Last updated: 13 days ago • Promoted
    Tax Director - Finance

    Tax Director - Finance

    York Space Systems LLC • Greenwood Village, CO, United States
    Permanent
    York Space Systems was founded to radically improve spacecraft affordability and reliability, transforming, and enabling next- generation space mission operations worldwide.Today, York is one of th...Show more
    Last updated: 13 days ago • Promoted
    Income / Franchise Tax Senior Associate - Remote Eligible

    Income / Franchise Tax Senior Associate - Remote Eligible

    Eide Bailly • Denver, CO, United States
    Remote
    Full-time
    All Locations in the United States.As a member of the National Tax Office State & Local Team, you will have the opportunity to work on a variety of state and local income / franchise tax projects, in...Show more
    Last updated: 30+ days ago • Promoted
    Senior Tax Manager

    Senior Tax Manager

    EchoStar • Englewood, CO, United States
    Temporary
    EchoStar is reimagining the future of connectivity.Our business reach spans satellite television service, live-streaming and on-demand programming, smart home installation services, mobile plans an...Show more
    Last updated: 25 days ago • Promoted
    Portfolio Manager

    Portfolio Manager

    Switchboard Hiring • Broomfield, CO, United States
    Full-time
    Switchboard is seeking a Portfolio Manager on behalf of our client, Elevations Credit Union.In this role, you’ll manage the ongoing needs of existing commercial loans—renewals, annual reviews, docu...Show more
    Last updated: 8 days ago • Promoted
    Tax Senior Associate (High-net-worth)

    Tax Senior Associate (High-net-worth)

    Bennett Thrasher • Denver, CO, United States
    Full-time
    Bennett Thrasher is one of the fastest-growing independent CPA firms in the country, renowned for our expertise in serving ultra-high-net-worth individuals and families. Our personal financial servi...Show more
    Last updated: 6 days ago • Promoted
    Tax Senior - PSG - Investment Management Reporting Solutions

    Tax Senior - PSG - Investment Management Reporting Solutions

    Denver Staffing • Denver, CO, US
    Full-time
    Deloitte Partnership Solutions Group Senior Role.If you are looking to leverage your knowledge of investment management in a new and innovative way, Deloitte's Partnership Solutions Group (PSG) may...Show more
    Last updated: 23 days ago • Promoted
    Senior Manager, Tax - Private Client

    Senior Manager, Tax - Private Client

    Forvis Mazars • Denver, CO, United States
    Full-time
    Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more.Our professiona...Show more
    Last updated: 22 days ago • Promoted
    Tax Senior

    Tax Senior

    gpac • Denver, CO, United States
    Full-time
    A reputable Public Accounting firm in the area is looking to add a.This stable and growing firm offers clients valuable knowledge and expertise in tax. Due to the recent growth of the firm, there is...Show more
    Last updated: 25 days ago • Promoted
    Real Estate Tax Leader : Strategy, Client Impact & Growth

    Real Estate Tax Leader : Strategy, Client Impact & Growth

    Crowe • Denver, CO, United States
    Full-time
    A leading public accounting firm in Denver is seeking a Senior Tax Manager to provide tax consulting and compliance services. This role requires a BS in Accounting, CPA certification, and 8+ years o...Show more
    Last updated: 23 hours ago • Promoted
    Tax Senior - Hybrid

    Tax Senior - Hybrid

    EXECUTIVE RESOURCE SYSTEMS • Denver, CO, United States
    Full-time
    We are a very well eatblished, highly profitable CPA firm in Denver, CO.Candidates should live in the local area for a hybrid position or be willing to relocate prior to starting work.We serve clie...Show more
    Last updated: 13 days ago • Promoted
    Revenue Integrity Analyst II

    Revenue Integrity Analyst II

    Phoenix Staffing • Broomfield, CO, US
    Full-time
    RCO Revenue Integrity Analyst II.The RCO Revenue Integrity Analyst II is responsible for appropriate charge capture, assigned account, claim edits and / or charge edits for an assigned service line.T...Show more
    Last updated: 6 days ago • Promoted
    Dir Tax Admin & Compliance (NCA)

    Dir Tax Admin & Compliance (NCA)

    Ball Corporation • Broomfield, CO, United States
    Full-time
    This position will be posted for a minimum of 3 days and will remain open until filled or adjusted based on the volume of applicants. Further your career at Ball, a world leader in manufacturing sus...Show more
    Last updated: 15 days ago • Promoted