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

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 p...