Tax Manager, Private Funds

Cohen & Co

. Lead tax compliance and advisory engagements for hedge funds and other private fund clients .

Posted 11/10/2026full-timeUnited StatesMid-LevelSenior💰 $85,000 - $155,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in tax compliance and advisory for private funds, including hedge funds and partnership structures, while effectively managing client relationships and engagements. Proficient in identifying tax planning opportunities and navigating complex tax legislation impacting private funds.

Highest-signal resume keywords

Tax Compliance EngagementsPartnership Tax Returns ReviewClient Relationship ManagementProject ManagementCPA or Progress Toward CPA Licensure

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Tax CompliancePartnership Tax ReturnsFund StructuringSecurities TradingMark-To-Market AccountingTax Planning OpportunitiesComplex Tax WorkMulti-Tiered Fund StructuresFund-Level AllocationsInvestor-Level Reporting

Soft Skills

Strong Communication SkillsTeam LeadershipMentoringClient ServiceOrganizational Skills

Tools & Technologies

Microsoft OfficeTax Preparation Software

Certifications & Qualifications

CPABachelor’s Degree in Accounting

Industry Keywords

Private FundsHedge FundsPrivate EquityFund of FundsReal Estate FundsPFICCFCWithholding ConsiderationsCarried InterestIncentive Allocations

About the role

Key responsibilities & impact

Lead tax compliance and advisory engagements for hedge funds and other private fund clients
Review partnership and corporate tax returns, emphasizing fund structures, investor allocations, and income recharacterization
Advise on securities trading, mark-to-market accounting, fund structuring, and management or incentive fee arrangements
Monitor evolving tax legislation impacting private funds and identify planning opportunities
Provide guidance on federal, state, and international compliance matters, including PFIC, CFC, and withholding considerations
Manage multiple engagements and deadlines while maintaining quality and client service
Serve as a primary day-to-day client contact and manage expectations, deadlines, and deliverables
Drive engagement planning and execution from kickoff through completion
Partner with Directors and Partners to identify and implement tax strategies aligned with client goals
Manage billing, budgeting, and WIP for assigned engagements
Build strong client relationships through proactive communication and high-quality service
Lead, coach, and mentor staff and seniors
Review team members’ work and provide clear, actionable feedback
Promote teamwork, open communication, and accountability within the pod
Support process improvement and knowledge sharing across the broader Asset Management Tax team
Identify opportunities to work more efficiently

Requirements

What you’ll need

Bachelor’s degree in Accounting or a related field
5+ years of progressive public accounting tax experience
Experience with private funds, including private equity, hedge funds, fund of funds, or real estate funds
Experience reviewing partnership tax returns and complex tax work
Experience managing engagements, deadlines, and multiple priorities
Experience serving as a client contact and building client relationships
Experience reviewing and developing staff
Strong verbal and written communication skills
Strong project management and organizational skills
Ability to operate effectively in a fast-paced, team-oriented environment
Proficiency with Microsoft Office and familiarity with tax preparation software
CPA or progress toward CPA licensure preferred
Experience with complex partnership and multi-tiered fund structures preferred
Hedge fund tax experience preferred
Experience with fund-level and investor-level allocations and reporting preferred
Knowledge of carried interest, incentive allocations, and fund distribution waterfalls preferred
Familiarity with securities taxation and mark-to-market accounting preferred
Exposure to PFIC, CFC, withholding, or other international tax considerations impacting private funds preferred
Experience identifying tax planning opportunities and contributing to strategic client discussions preferred

Benefits

Comp & perks

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to recharge and give back to the community
Annual discretionary merit increases and bonuses
Talent development resources to tap into growth opportunities
Diversity, equity and inclusion initiatives
Employee package customization to suit individual needs