M&A Tax Manager

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.

• 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

• 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

• 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

• Identify and drive process improvements and efficiency opportunities
• Ensure engagement teams are aligned, organized, and meeting project milestones

• 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

• 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

• 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

We love numbers, but we’ll never treat you like one. At Cohen & Co, our foundational principles create an inclusive, growth‑oriented culture that fuels the success of our firm, clients, and people.

• Championing the importance of diversity, equity and inclusion by embracing the unique stories, backgrounds, perspectives and ideas from our people.
• Offering a comprehensive and competitive Total Rewards package that allows each employee to use the benefits that best suit their needs.

• Discover our Passion, Purpose & Expertise
• Learn more about our Firm's culture
• Experienced Hire Opportunities

$85,000 - $155,000* (Salaries are based on relevant skill set, experience, licensure, certifications, job responsibilities, geography, market considerations, and organizational needs).

We are an equal‑opportunity employer and value diversity of thought and background to build an inclusive and energized culture.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here.