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

Tax Senior, Registered Investment Companies (RICs)

Cohen & Company • Buffalo, NY, 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!
  • 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 • Buffalo, NY, US

    Related jobs
    Chemistry Private Tutoring Jobs Niagara-on-the-Lake

    Chemistry Private Tutoring Jobs Niagara-on-the-Lake

    Superprof • Niagara-on-the-Lake, Canada
    Full-time +1
    Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
    Last updated: 30+ days ago • Promoted
    Senior Compensation Analyst

    Senior Compensation Analyst

    Delaware North • Youngstown, NY, US
    Full-time +1
    Delaware North is hiring a full-time Senior Compensation Analyst to join our team in Buffalo, New York.As a Senior Compensation Analyst, you will be responsible for supporting the design, implement...Show more
    Last updated: 4 days ago • Promoted
    Resident Advisor

    Resident Advisor

    Campus Living Centres • Niagara-on-the-Lake, ON, Canada
    Full-time
    Position Summary and Job Magnitude.The Resident Advisor (RA) is a hired student leader who is expected to act as a role model, mentor, resource, and support to students living residence.The primary...Show more
    Last updated: 11 days ago • Promoted
    Senior Tax Accountant

    Senior Tax Accountant

    TradeJobsWorkForce • 14205 Buffalo, NY, US
    Full-time
    Senior Tax Accountant Job Duties : Files federal , state, and local tax documents by preparing property ta...Show more
    Last updated: 30+ days ago • Promoted
    Financial Center Manager

    Financial Center Manager

    Northwest Bank • Lewiston, NY, United States
    Full-time
    As a Financial Center Manager, you will be responsible for overseeing the daily operations of the financial center while ensuring exceptional customer service, achieving sales goals, fostering empl...Show more
    Last updated: 26 days ago • Promoted
    Experienced Tax Preparer

    Experienced Tax Preparer

    Jackson Hewitt COO • Derby, NY, United States
    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 to.S...Show more
    Last updated: 15 days ago • Promoted
    Tax Senior Associate - Private Companies

    Tax Senior Associate - Private Companies

    PwC • Buffalo, NY, 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: 27 days ago • Promoted
    Tax Senior Manager

    Tax Senior Manager

    Withum • Buffalo, NY, United States
    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: 13 days ago • 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
    Remote
    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: 9 hours ago • Promoted • New!
    Senior Financial Accountant – Real Estate Finance & Growth

    Senior Financial Accountant – Real Estate Finance & Growth

    TalentSphere Staffing Solutions • Niagara-on-the-Lake, ON, CA
    Full-time
    A professional services company in Ontario seeks a Senior Financial Consultant to provide insights and support in the real estate sector. The role involves preparing financial statements, conducting...Show more
    Last updated: 1 day ago • Promoted
    Property Tax Appeals Consultant (New York State)

    Property Tax Appeals Consultant (New York State)

    Abode Money • Buffalo, NY, United States
    Full-time
    Hourly (Contract Based) - $75 to 100 / Hour.We're a rapidly growing technology company that helps homeowners save on the financial elements of homeownership. Today, we have tens of thousands of home...Show more
    Last updated: 13 days ago • Promoted
    Real Estate Tax Senior Accountant (On-site)

    Real Estate Tax Senior Accountant (On-site)

    Provision People • Buffalo, NY, United States
    Full-time
    Our award-winning client is seeking a Real Estate Tax Senior Accountant to join their team.Our client seeks a sharp Senior Accountant to join their dynamic team. You'll leverage your deep understand...Show more
    Last updated: 15 days ago • Promoted
    Hybrid Tax Senior or Manager

    Hybrid Tax Senior or Manager

    Jobot • Buffalo, NY, United States
    Full-time
    Hybrid Tax Senior or Manager (Remote).Accounting / Auditing and Finance.Real Estate, Property Management, Professional Services, Financial Institutions, Automotive, Manufacturing, Medical Practices, ...Show more
    Last updated: 10 days ago • Promoted
    Senior Tax Manager - Corporate

    Senior Tax Manager - Corporate

    NorthPoint Search Group Inc • Buffalo, NY, United States
    Full-time
    Senior Tax Accounting Manager - North Atlanta (On-site).A global manufacturing company with.ASC 740 reporting and tax provision processes for a growing team of nine. Review deferred taxes, valuation...Show more
    Last updated: 8 hours ago • Promoted • New!
    Private Tax Senior Manager - Hybrid, High-Impact Advisory

    Private Tax Senior Manager - Hybrid, High-Impact Advisory

    EY • Buffalo, NY, United States
    Full-time
    A global professional services firm is looking for a Senior Manager in Tax located in Buffalo, NY.The role involves advising high-growth private companies, managing teams, and developing tax strate...Show more
    Last updated: 3 days ago • Promoted
    Indirect Tax Lead

    Indirect Tax Lead

    R.R. Donnelley • Grand Island, NY, United States
    Full-time
    RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey. The company offers the industry's most trust...Show more
    Last updated: 27 days ago • Promoted
    Tax Director

    Tax Director

    Aprio Talent Solutions • Buffalo, NY, United States
    Full-time
    Recruiter - Aprio Talent Solutions / Real Estate Broker with Keller Williams South Park.Buffalo, NY (Must Be Local to Buffalo). Are you an experienced tax professional ready to lead a dynamic team i...Show more
    Last updated: 13 days ago • Promoted
    Real Estate Tax Senior Manager

    Real Estate Tax Senior Manager

    Emerald Resource Group • Buffalo, NY, United States
    Full-time
    Tax Senior Manager, Real Estate Clients.Oversee overall client experiences, including deadline management and client expectations. Calculate tax effects of transactions, conduct technical tax resear...Show more
    Last updated: 19 days ago • Promoted