What are the responsibilities and job description for the Senior Associate, M&A Tax position at Cohen & Co?
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
Required
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:
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.
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
- 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
- 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
- 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
- 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
- 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!
- Discover our Passion, Purpose & Expertise
- Learn more about our Firm's culture
- Experienced Hire Opportunities
- 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!
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 : $70 - $125