Senior Associate, M&A Tax

Cohen & Co; Cleveland (OH); On-site; USD 70,000 - 140,000; Full time

Job summary

Cohen & Co in Cleveland is seeking a Senior in our M&A Tax practice to play a hands-on role supporting complex deals from due diligence through structuring. You will work closely with Managers and Partners on sophisticated tax matters, building your technical expertise, client exposure, and deal experience in a fast-growing practice that values curiosity, accountability, and strong execution.

Join a team that emphasizes collaboration, high-quality deliverables, and continuous development, where

Qualifications

• Bachelor's degree in Accounting or a related field.
• 3–5 years of public accounting experience.
• Exposure to M&A Tax or transaction-related work.
• Strong analytical, organizational, and communication skills.
• Advanced degree (Master's in Taxation or Accounting, JD, or LL.M. in Taxation) preferred.
• CPA preferred.

Responsibilities

• Support client engagements and billable workstreams across multiple M&A projects.
• Perform core M&A tax activities, including due diligence, modeling, and documentation.
• Prepare and analyze transaction-related tax data and reports.
• Work closely with Managers and Partners on engagement execution.
• Mentor junior staff and share best practices to improve efficiency.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor's degree in Accounting

Job description

What You’ll Do

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

Who You Are

Required

• Bachelor's degree in Accounting or a related field

• 3–5 years of public accounting experience

• Exposure to M&A Tax or transaction-related work

• Strong analytical, organizational, and communication skills

Preferred

• Advanced degree (Master's in Taxation or Accounting, JD, or LL.M. in Taxation)

• CPA (or actively pursuing)

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

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

Estimated Base Range: $70,000 - $140,000*
*Base compensation 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.

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.