Talent.com
Tax Manager, Private Funds
Tax Manager, Private FundsCohen & Company • Chicago, IL, US
No longer accepting applications
Tax Manager, Private Funds

Tax Manager, Private Funds

Cohen & Company • Chicago, IL, US
2 days ago
Job type
  • Full-time
Job description

Tax Manager

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 impact this opportunity is for you! At Cohen & Co, our people come first. We've built a culture rooted in collaboration, communication, and growth where great ideas are valued, and your voice makes a difference.

As a Tax Manager in our Private Funds group, you'll focus on serving hedge fund clients while also engaging with private equity, fund of funds, and real estate funds. You'll lead engagements, guide high-performing teams, and deliver strategic tax solutions that help sophisticated fund managers navigate complex structures and evolving regulations. Beyond compliance, you'll shape strategy, strengthen client relationships, and help drive the continued growth of our Private Funds practice.

Tax Strategy & Compliance

  • Lead tax compliance and advisory engagements for hedge funds and other private fund clients, addressing technical, operational, and risk considerations.
  • Review and provide strategic insight on partnership and corporate tax returns, with an emphasis on hedge fund structures, investor allocations, and income recharacterization issues.
  • Advise clients on complex topics such as securities trading, mark-to-market accounting, fund structuring, and management / incentive fee arrangements.
  • Interpret new and evolving tax legislation affecting hedge funds, identifying implications and opportunities for tax efficiency.
  • Manage multiple priorities while maintaining exceptional quality and client service standards.
  • Provide guidance on relevant federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations for cross-border investors.

Client Experience

  • Serve as the primary client contact, managing expectations, deadlines, and deliverables.
  • Drive engagement planning and execution, ensuring accuracy, timeliness, and quality across all client interactions.
  • Collaborate with partners and directors to identify and implement tax strategies that align with client goals.
  • Oversee billing, budgeting, and WIP management for assigned engagements.
  • Develop trusted, long-term client relationships built on proactive communication and exceptional service delivery.
  • Team Leadership

  • Lead, coach, and mentor junior and senior staff to help them grow technically and professionally.
  • Promote a culture of teamwork, open communication, and continuous improvement within the pod.
  • Contribute to the development of young leaders through active involvement in training and mentoring programs.
  • Support process improvements and knowledge sharing across the broader Asset Management Tax team.
  • Demonstrate forward thinking, innovation, and accountability in all aspects of leadership.
  • Qualifications

  • Bachelor's Degree in Accounting or related field required.
  • CPA license or progress toward CPA strongly preferred.
  • 5+ years of progressive public accounting experience, with a focus on private fund taxation (private equity, hedge, or real estate funds).
  • Proven experience managing client relationships and engagement teams.
  • Excellent verbal and written communication skills, with the ability to clearly explain complex tax concepts.
  • Strong leadership, project management, and organizational skills.
  • Initiative to learn, challenge the status quo, and operate effectively in a fast-paced, team-oriented environment.
  • Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Adobe) and familiarity with tax preparation software.
  • Preferred Experience

  • Experience reviewing complex partnership structures and multi-tiered entities.
  • Familiarity with fund-level and investor-level allocations and related reporting.
  • Knowledge of tax implications related to carried interest, incentive allocations, and fund distribution waterfalls.
  • Demonstrated ability to identify tax planning opportunities and contribute to strategic client discussions.
  • 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 : $85,000-155,000

  • 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 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.

    Create a job alert for this search

    Tax Manager • Chicago, IL, US

    Related jobs
    Tax Senior Manager- Real Estate Tax Credits

    Tax Senior Manager- Real Estate Tax Credits

    Plante Moran • Schaumburg, IL, 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
    Private Wealth Services Tax Manager

    Private Wealth Services Tax Manager

    Grant Thornton • Chicago, IL, United States
    Full-time
    As the Private Wealth Services Tax Manager, you’ll conduct primary and secondary reviews of complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth,...Show more
    Last updated: 2 days ago • Promoted
    Private Partnership Solutions (PPS) - Tax Manager

    Private Partnership Solutions (PPS) - Tax Manager

    PwC • Chicago, IL, United States
    Full-time
    A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operatio...Show more
    Last updated: 2 days ago • Promoted
    (Hybrid) HNW Tax Manager

    (Hybrid) HNW Tax Manager

    Jobot • Buffalo Grove, IL, US
    Full-time
    Hybrid, Work-life balance (50-55 hour weeks busy season), Unlimited PTO, Generous Bonus, Employer Paid benefits, Growth and advancement. This Jobot Job is hosted by : Mark C.Are you a fit? Easy Apply...Show more
    Last updated: 30+ days ago • Promoted
    Tax Senior Manager - Private Client Services

    Tax Senior Manager - Private Client Services

    EisnerAmper • Chicago, IL, United States
    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: 30+ days ago • Promoted
    Tax Manager - Private Equity / Hedge Funds

    Tax Manager - Private Equity / Hedge Funds

    Emerald Resource Group • Chicago, IL, United States
    Full-time
    Assurance Manager, Private Funds.As an Assurance Manager specializing in Private Funds, you will play a crucial role in ensuring the success of our financial industry clients.Collaborating closely ...Show more
    Last updated: 2 days ago • Promoted
    Tax Partner - Private Equity / Asset Management

    Tax Partner - Private Equity / Asset Management

    RSM Global • Chicago, IL, United States
    Full-time
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...Show more
    Last updated: 2 days ago • Promoted
    Tax Manager (Top Firm)

    Tax Manager (Top Firm)

    Together For Talent • Chicago, IL, United States
    Full-time
    Voted "Best Places to Work in IL 2024" and Inside Public Accounting's "Top 200 Firms 2024" • • •.Job Location : Elk Grove Village, IL or Woodridge, IL. Salary : $115K - 135K+ base plus bonuses.We are see...Show more
    Last updated: 21 hours ago • Promoted • New!
    Tax Manager - Hybrid!

    Tax Manager - Hybrid!

    Jobot • Chicago, IL, US
    Full-time
    Hybrid Chicago, IL - Tax Manager - Great Growth Opportunities and Work / life Balance.This Jobot Job is hosted by : Doug Goldman. Are you a fit? Easy Apply now by clicking the "Apply Now" button and se...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager - Financial Services Organization - Banking & Capital Markets

    Tax Manager - Financial Services Organization - Banking & Capital Markets

    EY • Chicago, IL, United States
    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: 2 days ago • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Plante Moran • Chicago, IL, 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 Manager - Private Companies

    Tax Senior Manager - Private Companies

    PwC • Chicago, IL, 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: 2 days ago • Promoted
    Tax Manager - Partnerships

    Tax Manager - Partnerships

    Wipfli Advisory LLC • Chicago, IL, United States
    Full-time
    At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results. We encourage each individual to follow their own path.Peopl...Show more
    Last updated: 1 day ago • Promoted
    Tax Manager -Hybrid

    Tax Manager -Hybrid

    Jobot • Carol Stream, Illinois, US
    Full-time
    Hybrid, Work-life balance, unlimited PTO, Friday's off in the Summer, Top pay / benefits / bonus.Make sure to apply quickly in order to maximise your chances of being considered for an interview Read t...Show more
    Last updated: 8 days ago • Promoted
    Partnership Tax, Manager / Director

    Partnership Tax, Manager / Director

    CliftonLarsonAllen • Oak Brook, IL, United States
    Full-time
    CLA is a top 10 national professional services firm where.Even with more than 8,500 people, 130 U.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table...Show more
    Last updated: 2 days ago • Promoted
    Private Wealth Tax Manager

    Private Wealth Tax Manager

    Baker Tilly Advisory Group, LP • USA, Illinois, Chicago
    Full-time
    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U. New York, London, San Francisco, Los Angele...Show more
    Last updated: 30+ days ago
    Tax Manager-Founding Role

    Tax Manager-Founding Role

    RK Partners • Chicago, IL, US
    Full-time
    Job Title : Tax Manager – Founding Role | RIA Firm.Our client is a fast-growing, client-centric Registered Investment Advisor (RIA) firm providing comprehensive financial planning and investme...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager

    Tax Manager

    Jobot • Chicago, IL, US
    Full-time
    Top 100 Firm • HYBRID (3 Days Onsite) • Competitive BONUS • Full Benefits • Profit Sharing • 401k • Unlimited CAREER Growth and MORE!. This Jobot Job is hosted by : Doug Goldman.Are you a fit? Easy A...Show more
    Last updated: 30+ days ago • Promoted