About the Role
Provide strategic technical accounting and financial reporting services to renewable energy clients, advising on tax equity financing, HLBV allocations, and complex partnership structures. This role offers exposure to evolving legislation and complex client structures, the chance to provide strategic insights, and the opportunity to grow your career within a collaborative, learning-focused environment.
Responsibilities
- Research and conclude on the accounting treatment for complex renewable energy transactions, including tax equity financing arrangements, partnership and HLBV allocations, and multi-stakeholder project financing structures.
- Advise clients on the financial reporting implications of Production Tax Credits (PTC), Investment Tax Credits (ITC), and related incentives, including credit monetization and transferability considerations.
- Interpret and apply evolving legislation affecting the sector, such as the Inflation Reduction Act (IRA) and the One Big Beautiful Bill Act (OBBBA), and translate impacts into clear accounting conclusions.
- Prepare and review technical accounting memoranda documenting positions on revenue recognition (ASC 606), leases (ASC 842), consolidations, and other complex areas relevant to renewable energy projects.
- Lead the preparation and review of financial statements and disclosures for private and, where applicable, SEC reporting entities.
- Provide end-to-end support for periodic reporting, from drafting assistance through full filing coordination, acting as an extension of the client's finance team during peak cycles.
- Advise clients on financial reporting for complex project financing and loan/lease agreements, and support external audit coordination and readiness.
- Serve as a primary technical contact and trusted advisor to client finance leadership and private equity sponsors.
- Communicate complex accounting matters clearly and confidently to clients, translating technical information into actionable guidance.
- Manage engagement economics, budgets, staffing, and timelines to ensure high-quality service and satisfaction.
- Identify cross-service opportunities across the firm (tax credit advisory, valuation, transaction services, and outsourced accounting).
- Mentor and develop managers, seniors, and staff, and review deliverables for technical accuracy.
- Support accounting policy development and the implementation of new accounting standards.
- Assist with internal control assessments, controls gap analysis, and audit readiness.
- Promote collaboration, accountability, and professionalism across engagements in a fast-paced, client-facing environment.
Requirements
- Bachelor's degree in Accounting or Finance; active CPA license.
- 8–10+ years of progressive experience in public accounting, technical accounting advisory, or corporate financial reporting.
- Demonstrated experience serving renewable energy clients (solar, wind, hydro, or related clean energy).
- Working knowledge of tax equity financing, project finance partnership structures, and renewable energy tax credits (ITC/PTC).
- Deep knowledge of U.S. GAAP, including ASC 606 and ASC 842, and strong technical writing skills.
- Excellent project management, communication, and client relationship skills.
- Big Four or national firm experience.
- Familiarity with tax equity accounting models (e.g., HLBV) and partnership allocations.
- Exposure to IRA/OBBBA legislation and tax credit monetization and transferability.
- Experience supporting private equity-backed portfolio companies or investment funds in the energy sector.
Skills
- Technical accounting
- Financial reporting
- Tax equity financing
- HLBV allocations
- Partnership structures
- ASC 606
- ASC 842
- Project management
- Client relationship management
- Technical writing
Experience Level
- 8-10+ years of progressive experience
Education Level
- Bachelor's degree in Accounting or Finance
- CPA license
Salary/Compensations
- $110,000-$190,000
Benefits
- Time off outside of standard PTO to give back to the community
- Annual discretionary merit increases and bonuses
- Talent development resources
- Comprehensive and competitive Total Rewards package
About the Company
- Cohen & Co prioritizes a people-first culture and professional growth.
- 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.
- 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.
Equal Opportunity
- 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.
