M&A Tax Manager or Senior Manager

What You'll Do

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 You Are

Required 

• 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 

Preferred Technical Experience 

• 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 

Location: 

• Preferred Locations: Cleveland, OH; Buffalo, NY; Philadelphia or Pittsburgh, PA 

• Other Locations: Akron or Youngstown, OH; Detroit or St. Clair Shores, MI; New York City, NY; Denver, CO; Milwaukee, WI; Chicago, IL  

• Hybrid work environment  

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 <