Tax Partner, Private Funds

Overview:

Cohen & Company  

Certified Public Accountants  

Cohen & Company is seeking a Tax Partner with a focus in Private Funds, an entrepreneurial spirit and commitment to client service to join our team!  

The Private Fund practice consists of a suite of offerings, primarily focused on tax compliance and advisory services to private funds and their advisers. Examples of such services are preparation of Form 1065’s, Schedule K-1's, tax structuring, tax outsourcing, international tax issues, state tax issues and other ad-hoc consulting.  Value is typically driven through a model of high-touch and proactive client service and is supported by a strong compliance, operational, and technology infrastructure. 

Locations: 

• Chicago, IL; Baltimore, MD; Detroit or St. Clair Shores, MI; Akron, Cleveland, Youngstown, OH; Philadelphia or Pittsburgh, PA; Buffalo or New York City, NY; Milwaukee, WI; Denver, CO

Business Development: 

• Responsible for strategy and growth of the firm’s services to Private Funds, including identifying market trends, anticipating opportunities, and developing go-to-market strategies/plans 
• Build strong relationships and interact regularly with clients, internal client partners and up-and-coming talent, external industry groups, Centers of Influence, industry Market Leaders in adjacent sectors, and Service Line Leaders – coordinating to align skills with market trends and drive strategic technical leadership hires 
• Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met 

Client Experience: 

• Serve and build relationships with clients, monitoring client service and value proposition, acting as trusted advisor to ensure we are a premium provider providing quality work, open communication, sound advice, and proactive service 
• Develop a comprehensive approach to meet the needs of Private Funds clients, including leadership around Private Funds infrastructure with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met 
• Adjust client pricing, strategy, and services as necessary  

Leadership, Mentorship & Staff Development: 

• Respect and celebrate the value of each of the stories, backgrounds, perspectives, and ideas of each of our team members, building meaningful relationships with all those you interact with 
• Be growth oriented and work towards building a leveraged model, when appropriate 
• Provide mentoring and motivation to the team, including developing young leaders via active contribution to training and development 
• Exhibit forward thinking, innovation, and delivering an exceptional work product  

Technical: 

• Perform partner level tax advisory, compliance review and tax return signoff 
• Serve as a go-to resource for technical questions or knowledge 
• Act as a technical and/or business leader both internally and externally  

Required: 

• Bachelor’s degree; CPA or JD  
• 12+ years of progressive experience within tax, preferably in a public accounting firm and including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives 
• 3+ years Partner level or equivalent experience 
• Proven thought leadership, advanced technical skills and in-depth knowledge within tax for investment partnerships, including experience with a broad range of investment strategies (i.e., fixed income, equities, private credit, private equity, venture capital, real estate, digital assets etc.) and understanding of onshore and offshore fund structures and tax withholding requirements and reporting 

About Cohen & Company   

Named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. 

Learn More About Us! 

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture!  
• #LifeatCohen  

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At Cohen & Company, 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;
• 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!  

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 & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team; see policy here. 

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