Senior Associate, M&A Tax

WHAT YOU'LL DO

• 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

WHO YOU ARE

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

WHO WE ARE

#LifeatCohen [https://www.linkedin.com/company/cohenco/life/]

Sure, we like numbers. (But we’ll never treat you like one.)

At Cohen & Co our foundational principles

[https://www.cohenco.com/careers/why-cohen] 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

[https://www.cohenco.com/about-us/diversity-equity-inclusion] by embracing

the unique stories, backgrounds, perspectives and ideas that come from our

people; and

• Offering a comprehensive and competitive Total Rewards

[https://www.cohenco.com/careers/why-cohen/total-rewards-benefits] 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 US!

• Discover our Passion, Purpose & Expertise [https://www.cohenco.com/about-us]

• Learn more about our Firm's culture

[https://www.cohenco.com/careers/why-cohen/our-culture]

Estimated Base Range: $70,000 - $140,000*

*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

[https://www.cohenco.com/careers/agency-recruiter-policy].