M&A Tax Manager

Cohen & Co•Greenwood Village, CO

6d•$85,000 - $155,000•Hybrid

About The Position

Ready to work on deals that actually move the needle? As a Manager in our M&A Tax practice, you’ll step into a high-impact, client-facing role where your work directly shapes transaction outcomes. You’ll partner with sophisticated clients and collaborative teams to tackle complex M&A tax matters—from due diligence through structuring—while building trusted-advisor relationships and influencing how deals get done. This is an opportunity to lead, grow, and make a real impact in a fast-growing practice that values initiative, technical curiosity, and smart problem-solving. Client Leadership & Engagement Management Lead client and billable tasks and ensure consistent client support throughout the year Manage multiple clients and engagements, including: Managing client expectations Ensuring client satisfaction Meeting deadlines Leading change efforts effectively Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise related to transaction tax impacts M&A Tax Execution & Technical Delivery Support and manage core M&A Tax functions, including: Tax due diligence Tax modeling Transaction structuring Internal restructuring Perform and oversee analyses related to transaction tax matters Assist with additional tax-related projects as requested Team Leadership & Collaboration Create strong partnerships with engagement teams to ensure work remains on track Lead efficiency opportunities and help manage client work Work closely with partners and staff on: Client management Practice development Business development initiatives Operational Excellence & Continuous Improvement Identify and drive process improvements and efficiency opportunities Ensure engagement teams are aligned, organized, and meeting project milestones 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 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 Learn more about our Firm's culture Experienced Hire Opportunities Salaries 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, and so much more! 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.

Requirements

5–7 years of progressive experience in public accounting
Prior experience supporting M&A Tax engagements
CPA or JD strongly preferred
Strong leadership, organizational, and project management skills
Excellent internal and external communication skills

Nice To Haves

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

Responsibilities

Lead client and billable tasks and ensure consistent client support throughout the year
Manage multiple clients and engagements
Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise related to transaction tax impacts
Support and manage core M&A Tax functions, including: Tax due diligence, Tax modeling, Transaction structuring, Internal restructuring
Perform and oversee analyses related to transaction tax matters
Assist with additional tax-related projects as requested
Create strong partnerships with engagement teams to ensure work remains on track
Lead efficiency opportunities and help manage client work
Work closely with partners and staff on: Client management, Practice development, Business development initiatives
Identify and drive process improvements and efficiency opportunities
Ensure engagement teams are aligned, organized, and meeting project milestones