Tax Manager, Registered Investment Companies (RICs)

Cohen & Co • Greenwood Village, CO

134d • $85,000 - $155,000

About The Position

Are you an experienced tax professional eager to lead, innovate, and make a real impact? At Cohen & Co, we believe in putting great people first, and we’re looking for someone like you to join our team! As a Manager on our Registered Investment Company (RIC) Tax team, you’ll manage tax planning and compliance for RICs, guide clients through complex transactions, and lead teams to success. You’ll have the opportunity to build strong relationships with clients while fostering a culture of growth, collaboration, and excellence.

Requirements

• Bachelor’s degree required.
• CPA or JD preferred.
• 5+ years of progressive experience at a public accounting firm.
• Solid understanding of challenges related to RIC returns.
• Practical knowledge of tax credits and incentives.
• Experience advising clients on consulting and compliance engagements related to RICs.
• Experience conducting tax research and analyzing complex tax issues.
• Excellent leadership and organizational skills.
• Enthusiasm for coaching and developing team members.
• Ability to manage multiple priorities while leading internal and external stakeholders.
• Positive attitude and willingness to be a team player.
• Excellent time and project management skills.
• Ability to build and maintain strong client and internal relationships.
• Strong written and verbal communication skills, with the ability to collaborate effectively across engagement teams.
• Proficiency in Outlook, Excel, Word, Adobe, etc.
• Strong understanding of CCH Axcess required.
• Initiative to learn, ask questions, and thrive in a fast-paced environment while challenging the status quo.

Responsibilities

• Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations.
• Handle billing and WIP management.
• Review tax returns and manage tax workflow across multiple engagements.
• Conduct tax research and analyze a variety of RIC-related tax issues.
• Oversee overall client experiences, including deadline management and client expectations.
• Advise clients on consulting and compliance engagements related to RICs.
• Stay up to date on current tax laws, regulatory changes, and industry best practices to provide accurate, strategic advice.
• Build and maintain strong relationships with clients, ensuring ongoing satisfaction and confidence in our services.
• Coordinate schedules and deadlines across multiple engagement teams.
• Operate in a dynamic environment, coaching staff, seniors, and managers while sharing your expertise across the team.
• Respect and celebrate the diverse stories, backgrounds, perspectives, and ideas of each team member, building meaningful relationships with those you work with.
• Be growth-oriented and work toward building a leveraged model, when appropriate.
• Provide motivation and mentorship, including developing young leaders through active training and development.
• Exhibit forward thinking, innovation, and deliver exceptional work products.

Benefits

• Comprehensive and competitive Total Rewards package.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree