Cohen & Co · 3 days ago
Tax Senior Accountant, Private Funds
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$70K/yr - $125K/yr
2+ years expCohen & Co is a tax professional firm that emphasizes collaboration, continuous learning, and meaningful client relationships. As a Tax Senior Accountant in the Private Funds group, you will serve hedge fund clients and deliver high-quality compliance and advisory services while navigating complex tax structures and regulations.
AccountingConsultingFinancial Services
Hiring Manager
Courtney Gamble
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
Qualification
Required
Bachelor's Degree in Accounting or related field required
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
Preferred
Experience with private equity, hedge fund, or real estate 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
Benefits
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
Company
Cohen & Co
Founded in 1977, Cohen & Co is one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and 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.
501-1000 employees
H1B Sponsorship
Cohen & Co has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2022 (1)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Lovell Minnick Partners
2024-10-25Private Equity
Leadership Team
Cynthia Pedersen
Director, Tax Advisory Services
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