Tax Partner, Private Funds

What You'll Do

Ready to take your career to the next level? Cohen & Co is looking for a Tax Partner, Private Funds to lead the strategy and growth of our services to Private Fund clients. You’ll be at the forefront of identifying market trends, building relationships with top clients, and driving innovation across our private funds practice. With a focus on mentoring teams, enhancing client experiences, and providing strategic tax leadership, you’ll shape the future of our firm’s success.

 

If you're a visionary leader eager to build a legacy and guide clients to new heights, apply now!

 

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  

Who You Are

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 

Location: 

• 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
• 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 in