Ready to work on deals that actually move the needle?
As a Senior in our M&A Tax practice, you’ll play a hands-on role supporting complex transactions from due diligence through structuring. You’ll work closely with Managers and Partners on sophisticated M&A tax matters while building your technical expertise, client exposure, and deal experience in a fast-growing practice that values curiosity, accountability, and strong execution.
Client Support & Engagement Delivery
Support client engagements and billable workstreams across multiple M&A projects
Assist in meeting deadlines and maintaining high-quality client deliverables
Communicate effectively with engagement teams to ensure consistent client support
M&A Tax Execution & Technical Work
Perform core M&A Tax activities, including:
Tax due diligence
Transaction modeling
Deal and internal restructuring support
Prepare and analyze transaction-related tax data and documentation
Assist with tax research and ad hoc transaction-related projects
Team Collaboration & Development
Work closely with Managers and Partners on engagement execution
Support junior staff through review and day-to-day guidance
Contribute to team efficiency and best practices
Operational Excellence
Follow established processes while identifying opportunities to improve efficiency
Ensure work is accurate, organized, and delivered on time
Required
3–5 years of public accounting experience
Exposure to M&A Tax or transaction-related work
CPA or JD preferred (or in progress)
Strong analytical, organizational, and communication skills
Preferred Technical Experience
Tax research
Attribute analysis
Analysis of the tax treatment of transaction costs
Preservation and profiling of tax attributes, including:
Earnings and profits
Stock basis
Section 382 ownership studies
Location:
Preferred Locations: Cleveland, OH; Buffalo, NY; Philadelphia or Pittsburgh, PA
Other Locations: Akron or Youngstown, OH; Detroit or St. Clair Shores, MI; New York City, NY; Denver, CO; Milwaukee, WI; Chicago, IL
Hybrid work environment
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 our Firm's culture
*Base compensation 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.
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.
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Cohen & Co Advisory, LLC is a professional services firm providing accounting, tax, and consulting services.