Tax Senior Manager or Managing Director, REITs

Are you a tax expert ready to shape the future of REIT services? At Cohen & Co, we’re looking for a Senior Manager or Managing Director to drive strategy, growth, and client success within our REIT practice. You’ll lead business development, provide high-level advisory, and guide clients through complex structuring, compliance, and tax strategy. If you're passionate about building relationships, mentoring talent, and taking on cutting-edge challenges in the REIT and private equity real estate sectors, this is your next step!

Business Development: 

• Responsible for strategy and growth of the firm’s REIT services, 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 hire

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 REIT clients, including leadership around REIT structuring and compliance with a focus on scaling the practice and demonstrating intellectual curiosity to ensure client needs are met
• Work with private equity real estate funds on entity structure, waterfall calculations, and 704(b) and 704(c) issues
• Work with private developers on tax strategy, succession planning, and acquisition/divestiture planning
• Adjust client pricing, strategy, and services as necessary 

Team Leadership:  

• 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 Senior Manager or Managing Director 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
• 10+ years of progressive experience within tax, preferably in a public accounting firm and including leadership experience with a consistent record of accomplishment and accountability.

Location: 

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

• Hybrid work environment  

#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 into growth opportunities, and so much more!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

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

Estimated Salary Range:   $100,000 - $250,000* 

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Co, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and 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 & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. 

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