Tax Senior Accountant, Private Funds

Cohen & Co Advisory•Baltimore, MD

About The Position

As a Tax Senior Accountant in Cohen & Co's Private Funds group, you will focus on serving hedge fund clients, with exposure to private equity and fund of funds. You will deliver high-quality compliance and advisory services to sophisticated investment managers, navigating complex structures, investor allocations, and evolving tax regulations. This role offers an opportunity to deepen technical expertise, contribute to strategic projects, and grow within a collaborative, people-first environment.

Requirements

Bachelor’s Degree in Accounting or related field.
CPA license or progress toward CPA strongly preferred.
2+ years of experience in public accounting or asset management tax preferred.
Strong understanding of partnership taxation and fund structures.
Excellent written and verbal communication skills; able to explain complex concepts clearly.
Strong attention to detail, analytical thinking, and time management skills.
Proactive, curious, and eager to contribute beyond compliance work.

Nice To Haves

Experience with private equity or hedge fund tax engagements.
Familiarity with partnership allocations and fund accounting concepts.
Exposure to K-1 preparation, investor reporting, and related schedules.
Comfort operating in a fast-paced, collaborative, and client-facing environment.

Responsibilities

Prepare and review federal and state partnership tax returns for hedge funds and other private fund clients.
Work with complex fund structures, including master-feeder and fund-of-funds arrangements, tiered partnerships, and multi-entity allocations.
Analyze securities transactions, income recharacterization, and mark-to-market issues applicable to hedge funds.
Research and communicate tax technical issues impacting fund managers and investors, including new legislation and IRS guidance.
Collaborate with managers and engagement teams to meet deadlines and deliver exceptional client service.
Identify opportunities for process improvements and leverage technology to enhance efficiency and accuracy across engagements.
Build trusted relationships with clients through proactive communication and reliable service delivery.
Work closely with other team members to support engagement planning, coordination, and execution.
Participate in discussions about broader industry trends, helping clients stay informed and future-focused.
Contribute to internal team initiatives, helping strengthen collaboration and consistency across the group.
Mentor junior staff through training, feedback, and review support.
Model strong communication and organization skills to promote team alignment.
Support the pod’s continued growth and integration efforts by fostering open communication and teamwork.