Tax Experienced Associate or Senior Associate, M&A

Overview

Cohen & Company

Certified Public Accountants

We are very excited about our opportunities and are seeking individuals with an entrepreneurial spirit and commitment to client service to join our team!

As part of our M&A tax team, you will collaborate closely with clients and our team of professionals to provide strategic tax guidance throughout the M&A process. Your expertise in tax planning and compliance will be instrumental in helping clients maximize value and minimize risk in their transactions.

Responsibilities

• Lead day-to-day execution of tax due diligence for M&A transactions, including drafting of deliverables, review of data, and internal process to completion.
• Drive internal execution of providing advice to clients on tax implications related to deal structures, financing, and post-acquisition integration.
• Assist in preparation of tax models showing after-tax cash proceeds for sellers and impacts to buyers for various structuring options.
• Assist in performing attribute analysis including E&P studies, stock basis studies, Section 382 analyses, etc.
• Assist in analyzing the tax treatment of transaction costs incurred by clients.
• Collaborate with cross-functional teams to deliver holistic solutions to clients.
• Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively.

Qualifications

• Bachelor's Degree Required
• CPA or JD preferred or on path to obtain
• Minimum of 1 year of experience in M&A tax consulting within a public accounting firm.
• Eagerness to grow knowledge of federal, state, and international tax laws.
• Base knowledge of tax due diligence, structuring, and compliance.
• Exceptional analytical and problem-solving skills with background in tax research.
• Excellent communication skills.
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success.

About Cohen & Company 

Named one of America’s Best Tax and Accounting Firms by Forbes and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 750 dedicated professionals across the U.S. and 11 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com.  

Locations: 

• Chicago, IL; Pittsburgh, PA; Philadelphia, PA; Milwaukee, WI; Cleveland, Akron, Youngstown, OH; Hunt Valley, MD; Detroit, MI  

Learn more about us: 

• Cohen & Company: www.cohencpa.com 
• Careers: www.cohencpa.jobs 

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. 

This potential opportunity is not available for residents of California, Colorado, New Jersey, New York, or Washington.