Tax Manager, M&A Specialist
4 days ago
About the Role:
Cohen & Company is seeking a highly skilled Tax Manager to join our Mergers and Acquisitions (M&A) tax team. As a key member of our team, you will collaborate closely with clients and our professionals to provide strategic tax guidance throughout the M&A process.
Key Responsibilities:
- Lead the execution of comprehensive tax analysis and due diligence for M&A transactions.
- Develop and implement tax-efficient structures and strategies.
- Advise clients on tax implications related to deal structures, financing, and post-acquisition integration.
- Prepare tax models showing after-tax cash proceeds for sellers and impacts to buyers for various structuring options.
- Perform attribute analysis, including E&P studies, stock basis studies, Section 382 analyses, etc.
- Analyze the tax treatment of transaction costs incurred by clients.
- Stay current with changes in tax laws and regulations to ensure compliance and identify opportunities.
- Collaborate with cross-functional teams to deliver holistic solutions to clients.
- Mentor and train junior team members to enhance their tax expertise.
- Assist with managing multiple clients and engagements, including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively.
Requirements:
- Bachelor's Degree required.
- CPA or JD required.
- Minimum of 5 years of experience in M&A tax consulting within a public accounting firm.
- Strong knowledge of federal, state, and international tax laws.
- Proven experience in tax due diligence, structuring, and compliance.
- Exceptional analytical and problem-solving skills with extensive background in tax research.
- Excellent communication and client relationship management abilities.
- Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo, develop strong relationships internally, and flexibility are required and keys to success.
About Cohen & Company:
Cohen & Company is a leading public accounting firm that offers assurance, tax, and advisory services to clients throughout the U.S. and worldwide. We serve a broad range of clients, from privately held companies and their owners to public and private funds, advisers, and fund service providers within the investment industry. Founded in 1977, we have more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania, and Wisconsin. Through affiliated entities, we also have an international presence in the Cayman Islands and Ireland.
Locations:
- Buffalo, NY; Chicago, IL; Pittsburgh, PA; Philadelphia, PA; Milwaukee, WI; Cleveland, Akron, Youngstown, OH; Hunt Valley, MD; Detroit, MI.
Learn more about us:
- Cohen & Company: https://www.cohencpa.com/
- Careers: https://www.cohencpa.com/careers/
#LifeatCohen
Cohen & Company is an equal opportunity employer and values diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.
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