Senior Associate, M&A Tax

Cohen & Co Advisory•Cleveland, OH

1d•Hybrid

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.

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
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