Mergers & Acquisitions Tax Parter

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
•  
• 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

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  

#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 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

Estimated Salary Range:  $XX,000 - $XX,000*  

*Salaries 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, and so much more! 

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.    

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. 

#LI-PROMO 

#LI-Hybrid