What are the responsibilities and job description for the Manager or Senior Manager, M&A Tax position at Cohen & Co.?
Ready to work on transactions that shape the future of businesses? As a Manager/Senior Manager in our M&A Tax practice, you'll serve as a trusted advisor to clients navigating complex transactions, partnering directly with private equity firms, closely held businesses, strategic buyers, and corporate leadership teams. You'll lead sophisticated tax engagements from diligence through integration, drive client relationships, mentor team members, and help grow a rapidly expanding M&A Tax practice.
This is an opportunity to play a significant role in client outcomes, practice development, and team leadership while working on high-impact transactions across a diverse range of industries.
Client Leadership & Relationship Management
Serve as a primary point of contact for clients and provide day-to-day leadership on engagements
Develop and maintain strong client relationships, acting as a trusted advisor on transaction-related tax matters
Lead multiple engagements simultaneously while managing scope, timelines, budgets, and client expectations
Identify opportunities to expand client relationships and collaborate with firm leadership to deliver additional value
Present findings, recommendations, and transaction-related insights to clients, stakeholders, and engagement teams
M&A Tax Advisory & Technical Leadership
Lead and oversee complex M&A tax engagements, including:
Tax due diligence
Transaction structuring
Tax attribute analysis
Tax modeling
Internal restructurings
Post-transaction planning and integration
Evaluate tax risks and opportunities associated with acquisitions, divestitures, reorganizations, and financing transactions
Provide technical direction on complex federal, state, and international tax considerations impacting transactions
Review analyses, workpapers, and deliverables to ensure technical accuracy and high-quality client service
Stay current on evolving tax legislation and market trends affecting M&A activity
Team Development & Practice Leadership
Lead, coach, and mentor staff and senior-level professionals, fostering technical development and career growth
Manage engagement teams and allocate resources to meet client and firm objectives
Provide training and technical guidance on transaction tax matters and industry developments
Promote a collaborative and high-performance team environment
Participate in recruiting, interviewing, onboarding, and retention initiatives
Business Development & Practice Growth
Support practice growth through participation in proposals, networking activities, and business development initiatives
Collaborate with partners and firm leadership to identify new opportunities and enhance service offerings
Develop market presence through thought leadership, industry involvement, and relationship-building activities
Contribute to strategic initiatives that support continued expansion of the M&A Tax practice
Operational Excellence
Drive engagement profitability, efficiency, and quality through effective project management
Identify and implement process improvements and best practices across engagements
Ensure adherence to firm standards, risk management policies, and quality control procedures
Required
Manager: 5-8 years of progressive public accounting experience, including at least 3 years in a dedicated M&A Tax, Transaction Advisory, Transaction Services Tax, or Deals Tax practice
Senior Manager: 8 years of progressive public accounting experience, including at least 5 years in a dedicated M&A Tax, Transaction Advisory, Transaction Services Tax, or Deals Tax practice
Demonstrated experience leading buy-side and/or sell-side tax due diligence engagements
Experience with transaction structuring, tax modeling, and tax attribute analysis
Experience advising private equity firms, strategic acquirers, and/or closely held businesses on transaction-related tax matters
CPA, JD, or advanced tax degree preferred
Proven ability to manage multiple concurrent engagements and lead client relationships
Strong leadership, project management, and team development skills
Exceptional verbal and written communication skills with the ability to present complex tax matters to clients and executive stakeholders
Preferred
Experience in a national or Big 4 Transaction Advisory Services (TAS), Deals, M&A Tax, or Transaction Services Tax practice
Experience supporting middle-market transactions
Experience with post-acquisition integration, internal restructurings, and Section 382 studies
Experience mentoring and developing junior transaction advisory professionals
Involvement in business development, proposals, or thought leadership within the transactions space
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 Rewardspackage, 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
- Learn more about our Firm's culture
Estimated Base Range: $85,000 -$250,000*
*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.
Salary : $85,000 - $250,000