Talent.com
Tax Senior, Registered Investment Companies (RICs)
Tax Senior, Registered Investment Companies (RICs)Cohen & Company • Youngstown, OH, United States
Tax Senior, Registered Investment Companies (RICs)

Tax Senior, Registered Investment Companies (RICs)

Cohen & Company • Youngstown, OH, United States
19 hours 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

    Tax Senior • Youngstown, OH, United States

    Related jobs
    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    Tax Preparer - 2+ Yrs Paid Tax Experience Required

    Intuit • Coraopolis, PA, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show more
    Last updated: 27 days ago • Promoted
    Tax Senior Accountant, Private Funds

    Tax Senior Accountant, Private Funds

    Cohen & Company • Youngstown, OH, US
    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: 3 days ago • Promoted
    Tax manager

    Tax manager

    Anderal Tax • New Wilmington, PA, US
    Full-time +1
    Responsible for tax preparation and managing a small team of tax preparers.Must be highly skilled utilizing Drake Tax Software. Full time in tax season and part time in off season.Knowledge based in...Show more
    Last updated: 8 days ago • Promoted
    Small Business Lending Underwriter

    Small Business Lending Underwriter

    First National Bank of Pennsylvania • Hermitage, PA, United States
    Full-time
    Make a difference - for us and for your future.At First National Bank, we value related, relevant experience and what you've accomplished in your career. For this position, we will accept four (4) y...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager

    Tax Manager

    Spartan Placements, LLC • Alliance, OH, US
    Full-time
    A north east Ohio firm is looking to grow their Tax team.With a friendly culture and flexible schedule, this role is perfect for someone looking to cement their place in a growing firm.Review corpo...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager (Alliance, OH)

    Tax Manager (Alliance, OH)

    415 Group • Alliance, OH, US
    Full-time +1
    Join a firm that puts people first our team, our clients, and our community.Group is excited to announce an immediate opening for an experienced Tax Manager. If you are a CPA with strong technical e...Show more
    Last updated: 30+ days ago • Promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    Intuit • Coraopolis, PA, US
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show more
    Last updated: 27 days ago • Promoted
    Tax Professional - Franchise Location

    Tax Professional - Franchise Location

    H&R Block • Coraopolis, PA, United States
    Full-time
    As you inspire people to make confident, informed decisions about their lives, careers, and money, you’ll build client relationships that will grow stronger every year. Joining H&R Block as a season...Show more
    Last updated: 1 day ago • Promoted
    Entry Level Tax Preparer

    Entry Level Tax Preparer

    Jackson Hewitt - 2715 • Niles, OH, US
    Full-time
    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: 30+ days ago • Promoted
    Treasury Management Support Specialist

    Treasury Management Support Specialist

    Farmers National Bank of Canfield • Niles, OH, United States
    Full-time
    The Treasury Management Support Specialist will work closely with the Treasury Management Department to coordinate service implementations, modifications, and maintenance / service requests for comme...Show more
    Last updated: 30+ days ago • Promoted
    Tax Manager

    Tax Manager

    All Pro Recruiting • Alliance, OH, US
    Full-time
    Our client, located in Alliance, Ohio is looking for a talented Tax Manager to join the team.This is a brand new addition due to growth of the firm. Our firm works with diverse clientele and family ...Show more
    Last updated: 27 days ago • Promoted
    Operations Reconcilement Accountant

    Operations Reconcilement Accountant

    First National Bank of Pennsylvania • Hermitage, PA, United States
    Full-time
    Make a difference - for us and for your future.Operations Reconcilement Accountant.Manager of Operations Reconcilement and Accounting. This position is primarily responsible for reconciling and rese...Show more
    Last updated: 18 days ago • Promoted
    Experienced Tax Preparer

    Experienced Tax Preparer

    Jackson Hewitt - CON • East Liverpool, OH, US
    Full-time +1
    Leverage your tax expertise, business background, and knowledge of tax laws to propel you to the next level.You will provide exceptional client service while. Don't miss out on this opportunity ...Show more
    Last updated: 30+ days ago • Promoted
    Bankruptcy Specialist - Credit Resolution - Wheeling, WV

    Bankruptcy Specialist - Credit Resolution - Wheeling, WV

    WesBanco Bank Inc. • Youngstown, OH, United States
    Full-time +1
    Bankruptcy Specialist - Credit Resolution.This is a hybrid position where an employee is split between remote and office work on a formalized schedule where in office and remote days are the same e...Show more
    Last updated: 12 days ago • Promoted
    Accounting Receivable Specialist

    Accounting Receivable Specialist

    Ajax Tocco Magnethermic Corporation • Warren, OH, US
    Full-time
    The AR Specialist will be responsible for all duties relating to cash application, project progress billings(capital equipment), sales invoicing, intercompany invoicing, credit memos, and collectio...Show more
    Last updated: 30+ days ago • Promoted
    Tax Coordinator

    Tax Coordinator

    Mortgage Connect • Coraopolis, PA, US
    Full-time
    We are in the business of home ownership and are looking for a Tax Coordinator who will find a career home with us.This non-exempt role is perfect for someone who enjoys customer service and workin...Show more
    Last updated: 30+ days ago • Promoted
    Associate Actuary

    Associate Actuary

    Munich RE • Augusta, OH, United States
    Full-time
    Amelia, United States; Akron, United States; Ann Arbor, United States; Athens, United States; Atlanta, United States; Augusta, United States. Bremen, United States; Carmel, United States; Cary, Uni...Show more
    Last updated: 8 days ago • Promoted
    Tax Professional - Franchise Location

    Tax Professional - Franchise Location

    Ohio Staffing • Middlefield, OH, US
    Full-time
    Seasonal Experienced Tax Professional.As you inspire people to make confident, informed decisions about their lives, careers, and money, you'll build client relationships that will grow stronger ev...Show more
    Last updated: 6 days ago • Promoted