Manager, Transaction Services

What You'll Do

As a Manager on our Transaction Services (TS) team, you’ll lead financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses. You’ll serve as a primary client contact, guide engagement teams through complex transactions, and play a key role in developing talent and supporting the continued growth of our Transaction Services practice. 

 

This role is ideal for someone with a strong audit foundation who wants to apply their accounting knowledge in a deal-driven, client-facing environment without the limitations often found at larger firms.

At Cohen & Co, we put people first and foster a culture rooted in collaboration, growth, and real-world learning. 

 

Financial Due Diligence & Deal Leadership 


* Lead buy-side and sell-side financial due diligence engagements, including quality of earnings, working capital, and cash flow analyses. 



* Review and evaluate complex financial information to identify key transaction risks and opportunities. 



* Oversee the preparation and review of transaction reports and client deliverables. 



* Apply advanced technical accounting knowledge to address transaction-related issues and conclusions. 

 

Client & Stakeholder Management 


* Serve as the primary day-to-day client contact throughout the transaction lifecycle. 



* Communicate findings and recommendations clearly to private equity, corporate, and owner-operator clients. 



* Manage interactions with target company management, advisors, and other transaction stakeholders. 



* Build and maintain strong client relationships through responsiveness, credibility, and professionalism. 

 

Technical Oversight & Analytical Excellence 


* Review complex analyses and workpapers prepared by the engagement team. 



* Ensure appropriate application of U.S.

GAAP and transaction-related accounting guidance. 



* Provide technical coaching and feedback to senior associates and associates. 



* Identify transaction issues early and develop practical, client-focused solutions. 

 

Leadership & Team Development 


* Supervise, coach, and develop senior associates and associates within the TS team. 



* Foster a collaborative, high-performing team culture within a pod-based structure. 



* Provide real-time feedback, performance guidance, and career development support. 



* Lead by example in professionalism, accountability, and client service excellence. 

Who You Are

Qualifications 


* Bachelor’s degree in accounting or related field required; advanced degree preferred. 



* 5+ years of progressive experience in public accounting transaction services or financial due diligence. 



* Demonstrated transaction services experience required; audit-only backgrounds not sufficient. 



* CPA designation preferred. 



* Strong leadership, project management,...