Senior Associate, Manager, or Senior Manager, Transaction Services Tax

What You'll Do

Are you a seasoned tax professional with a passion for exceptional client service and a strong background in transaction services tax? We have opportunities available within our growing transaction services tax team at the Senior Associate, Manager, and Senior Manager levels. These roles will help with leading the execution of comprehensive tax analysis and due diligence for M&A transactions, developing tax-efficient structures, and mentoring others on the team. If you’re ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you! 

Commitments: 

• Lead the execution of comprehensive tax analysis and due diligence for M&A transactions.
• Develop and implement tax-efficient structures and strategies.
• Advise clients on tax implications related to deal structures, financing, and post-acquisition integration.
• Prepare tax models showing after-tax cash proceeds for sellers and impacts to buyers for various structuring options.
• Perform attribute analysis including E&P studies, stock basis studies, Section 382 analyses, etc.
• Analyze the tax treatment of transaction costs incurred by clients.
• Stay current with changes in tax laws and regulations to ensure compliance and identify opportunities.
• Collaborate with cross-functional teams to deliver holistic solutions to clients.
• Mentor and train junior team members to enhance their tax expertise.
• Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively.

Who You Are

Required: 

• CPA or JD preferred  

• Experience in M&A tax consulting within a public accounting firm

• Proven leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives 

• Excellent verbal and written communication skills, with the ability to explain complex tax issues in a clear and client-friendly manner 

• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and be flexible are required and keys to success 

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   
• 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 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:  $70,000 - $210,000*

*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. 

#LI-PROMO 

#LI-Hybrid 

Salary : $70,000 - $210,000