Mergers & Acquisitions Tax Parter

What You'll Do

Cohen & Company is seeking a Tax Partner – Transaction Services to join our growing team. In this leadership role, you’ll advise clients navigating complex buy-side and sell-side activities, delivering high-level tax consulting and transaction structuring services throughout the M&A lifecycle. You’ll play a critical role in shaping client strategies, leading due diligence and structuring efforts, and ensuring seamless tax execution during transactions. As a leader you’ll help identify market opportunities, build and deepen client relationships, and drive innovation across the firm.

 

If you're a strategic tax professional ready to be a significant contributor in helping our clients succeed in a dynamic deal environment — we want to hear from you. Apply now!

 

Key Responsibilities:

• Lead and oversee the tax aspects of M&A transactions, including due diligence, structuring, and modeling
• Provide strategic tax consulting related to buy-side and sell-side activities
• Advise clients on tax implications of mergers, acquisitions, reorganizations, and divestitures, including tax-free reorganizations and transactions facilitated in accordance with Section 355 transactions
• Lead and oversee transactional tax consulting including Section 382 loss studies, tax treatment of transaction costs, earnings and profits calculations, and stock basis studies
• Review and ensure the accuracy of transaction-related tax compliance deliverables
• Collaborate with deal teams, including financial, legal, and operational professionals
• Maintain deep understanding of federal, state, and international tax considerations

Client Relationship & Practice Management:

• Manage client relationships with a high level of professionalism, ensuring clear communication, mutual understanding, and alignment on deliverables, timelines, and fees
• Serve as a trusted advisor by monitoring client service quality and value delivery, ensuring the firm consistently provides high-quality work, proactive guidance, open communication, and strategic insight ensuring we are viewed as a premium service provider
• Ensure clients are billed appropriately, reflecting scope, value delivered, and firm standards

Business Development:

• Actively cross-sell firm services by staying informed about the firm’s full range of offerings and capabilities, serving as a knowledgeable ambassador of the firm and a connector across service lines
• Contribute thought leadership through articles, presentations, and webinars.
• Drive growth by identifying and pursuing opportunities in the market for tax advisory in M&A and private equity by expanding existing accounts and developing new client relationships
• Represent the firm at industry events, conferences, and networking opportunities
• Develop go-to-market strategies in collaboration with the firm’s leadership, business development and marketing teams
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• Establish sales and revenue goals, and actively manage a strategic business plan and opportunity pipeline that ensures these goals are met

Leadership, Mentorship & Staff Development: 

• Provide mentoring and motivation to the team, including developing young leaders via active contribution to training and development 
• Act as a thought leader within the firm and the broader industry through knowledge sharing, technical insight, and public engagement
• Be growth oriented and work towards building a leveraged model, when appropriate.
• Respect and celebrate the value of each team members’ stories, backgrounds, perspectives, and ideas building meaningful relationships with all those you interact with

Who You Are

Required: 

• Bachelor’s degree; CPA or JD required
• 10+ years of progressive experience within tax at a public accounting firm or law firm, including leadership experience with a consistent record of accomplishment, accountability, and history of execution against budget and strategic initiatives
• 8+ years of experience dedicated to providing transactional tax and related consulting services
• Proven thought leadership, advanced technical skills, in-depth knowledge, and a concentration in transactional tax services

 

Locations: 

• Chicago, IL - Milwaukee, WI - New York, NY - Philadelphia, PA - Pittsburgh, PA
• Hybrid work environment  

Who We Are

#LifeatCohen 

Sure, we like numbers. (But we’ll never treat you like one.) 

 

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