Manager · Large regional
Cohen & Co Advisory, LLC · Cleveland, Ohio
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Manage tax planning, compliance, and client advisory for registered investment companies while leading engagement teams.
Worth knowing: Uses CCH Axcess software
What You'll Do 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. Tax Strategy & Compliance 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. Client Experience 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. Team Leadership 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.
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