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About the Role

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. Lead sophisticated tax engagements from diligence through integration, drive client relationships, mentor team members, and help grow a rapidly expanding M&A Tax practice. Play a significant role in client outcomes, practice development, and team leadership while working on high-impact transactions across a diverse range of industries.

Responsibilities

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
Lead and oversee complex M&A tax engagements, including tax due diligence, transaction structuring, tax attribute analysis, tax modeling, internal restructurizations, and 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
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
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
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

Requirements

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
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
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 restructurizations, and Section 382 studies
Experience mentoring and developing junior transaction advisory professionals
Involvement in business development, proposals, or thought leadership within the transactions space

Skills

M&A Tax
Transaction Advisory
Transaction Services Tax
Deals Tax
Tax due diligence
Transaction structuring
Tax attribute analysis
Tax modeling
Internal restructurizations
Post-transaction planning
Integration
Project management
Client relationship management
Team development
Communication

Experience Level

Manager
Senior Manager

Education Level

CPA, JD, or advanced tax degree preferred

Salary/Compensations

Estimated Base Range: $85,000 - $250,000*

Benefits

Comprehensive and competitive Total Rewards package
Time off outside of standard PTO to give back to the community
Annual discretionary merit increases and bonuses
Talent development resources

About the Company

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.
Discover our Passion, Purpose & Expertise
Learn more about our Firm's culture

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.