M&A Tax Senior

Cohen & Co AdvisoryCleveland, OH
5d$70,000 - $125,000Hybrid

About The Position

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

Requirements

  • 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

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

  • 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
  • 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
  • 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
  • Follow established processes while identifying opportunities to improve efficiency
  • Ensure work is accurate , organized, and delivered on time

Benefits

  • 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
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